Keep track of when all your invoices are due — and know exactly what to set aside for tax, without lifting a finger.
Know exactly what's owed to you and when it's due — without trawling back through emails or guessing. Add each invoice as you send it, and the sheet works out the due date from your payment terms automatically, flags anything overdue, and tells you at a glance who's paid, who's outstanding, and who's late.
And because it knows the amount, it also works out what to set aside for tax on every invoice as you go — so by the time your tax return is due, you're not left trying to reconstruct a year of income from scratch.
What's inside:
An Invoice Log that calculates due dates automatically from your payment terms, works out tax to set aside on every invoice, and flags anything overdue (with days overdue counted for you) so nothing slips through the cracks.
A Recurring Expenses sheet for your set monthly costs — phone bill, subscriptions, insurance — with a running annual total, plus a One-Off Expenses sheet for everything else as it comes up.
A Mileage Log using HMRC's official rate, so business trips are tracked and costed properly.
A Tax Year Overview that pulls everything together — total invoiced, received, outstanding, expenses, and net profit — and estimates your actual Income Tax and Class 4 National Insurance bill using current UK rates, so you know roughly what you're working towards.
A guide sheet explaining how each tab works, so you're never stuck.
Works in both Excel and Google Sheets. Instant digital download — no subscription, yours to keep and use year after year.
Please note: the tax estimate is a simplified planning tool to help you budget, not a substitute for professional advice — always check your actual figures with an accountant or HMRC before filing.
Keep track of when all your invoices are due — and know exactly what to set aside for tax, without lifting a finger.
Know exactly what's owed to you and when it's due — without trawling back through emails or guessing. Add each invoice as you send it, and the sheet works out the due date from your payment terms automatically, flags anything overdue, and tells you at a glance who's paid, who's outstanding, and who's late.
And because it knows the amount, it also works out what to set aside for tax on every invoice as you go — so by the time your tax return is due, you're not left trying to reconstruct a year of income from scratch.
What's inside:
An Invoice Log that calculates due dates automatically from your payment terms, works out tax to set aside on every invoice, and flags anything overdue (with days overdue counted for you) so nothing slips through the cracks.
A Recurring Expenses sheet for your set monthly costs — phone bill, subscriptions, insurance — with a running annual total, plus a One-Off Expenses sheet for everything else as it comes up.
A Mileage Log using HMRC's official rate, so business trips are tracked and costed properly.
A Tax Year Overview that pulls everything together — total invoiced, received, outstanding, expenses, and net profit — and estimates your actual Income Tax and Class 4 National Insurance bill using current UK rates, so you know roughly what you're working towards.
A guide sheet explaining how each tab works, so you're never stuck.
Works in both Excel and Google Sheets. Instant digital download — no subscription, yours to keep and use year after year.
Please note: the tax estimate is a simplified planning tool to help you budget, not a substitute for professional advice — always check your actual figures with an accountant or HMRC before filing.
