{"product_id":"self-assessment-tax-organiser-uk","title":"Self-Assessment Tax Organiser (UK)","description":"\u003cp\u003e\u003cstrong\u003eDreading your tax return?\u003c\/strong\u003e This spreadsheet turns a year of receipts into the exact figures you need for HMRC, and shows roughly what you'll owe before January arrives.\u003c\/p\u003e\n\u003cp\u003eBuilt for UK sole traders, freelancers and landlords filing Self Assessment for 2025-26 (due 31 January 2027) or keeping records for 2026-27.\u003c\/p\u003e\n\u003ch3\u003eWhat it does\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eSorts your income and costs into HMRC's boxes for the self-employment (SA103S) and UK property (SA105) pages\u003c\/li\u003e\n\u003cli\u003eTells you whether the £1,000 trading or property allowance beats claiming your expenses\u003c\/li\u003e\n\u003cli\u003eEstimates your Income Tax and Class 4 National Insurance, including the Personal Allowance taper\u003c\/li\u003e\n\u003cli\u003eApplies the 20% tax credit on mortgage interest for landlords\u003c\/li\u003e\n\u003cli\u003eWorks out your payments on account and what to pay on 31 January and 31 July\u003c\/li\u003e\n\u003cli\u003eCalculates flat-rate mileage (45p for 2025-26, 55p from April 2026) and working-from-home allowances\u003c\/li\u003e\n\u003cli\u003eHandles joint ownership: log the full rent and it works out your share\u003c\/li\u003e\n\u003cli\u003eShows income, costs and profit month by month, with a chart\u003c\/li\u003e\n\u003cli\u003eFlags mistakes: missing categories, dates outside the tax year, leftover example rows\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat's inside (12 tabs)\u003c\/h3\u003e\n\u003cp\u003eStart Here · Setup · Return Figures · Tax Estimate · Monthly · Biz Income · Biz Expenses · Mileage · Home Office · Rental Income · Property Costs · Rates\u003c\/p\u003e\n\u003ch3\u003eWorks with\u003c\/h3\u003e\n\u003cp\u003eMicrosoft Excel, Google Sheets and Apple Numbers. No macros, no add-ons.\u003c\/p\u003e\n\u003ch3\u003eYou'll receive\u003c\/h3\u003e\n\u003cp\u003eA .zip file with the spreadsheet (.xlsx) and a one-page quick-start guide, ready to download straight after purchase. Nothing is posted.\u003c\/p\u003e\n\u003ch3\u003eGood to know\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003eThis is a record-keeping and planning tool, not tax advice. If your affairs are complicated, speak to an accountant.\u003c\/li\u003e\n\u003cli\u003eRates and allowances were checked against GOV.UK in November 2026 and are listed in the file with sources.\u003c\/li\u003e\n\u003cli\u003eIncome Tax estimates use England, Wales and Northern Ireland rates. Scottish taxpayers can use everything except the Income Tax lines of the estimate.\u003c\/li\u003e\n\u003cli\u003eMaking Tax Digital: from 6 April 2026, sole traders and landlords with qualifying income over £50,000 must send quarterly updates using HMRC-recognised software. This spreadsheet can hold your records, but it isn't submission software.\u003c\/li\u003e\n\u003cli\u003eDoesn't cover savings, dividends, capital gains, student loans, pension contributions or capital allowances.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"My Store","offers":[{"title":"Default Title","offer_id":64270499905866,"sku":null,"price":14.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1096\/2042\/9130\/files\/Tax-Organiser-cover.png?v=1794073317","url":"https:\/\/profitsdashboard.com\/products\/self-assessment-tax-organiser-uk","provider":"Shop Profit Dashboard","version":"1.0","type":"link"}