Sole Trader Self-Employed Spreadsheet

When you’re self-employed it’s important to be organised and keep a track of your income and expenses. This will allow you to be aware of your taxable profits and assist in helping you plan for your tax bills.

We have developed an easy to use Excel spreadsheet to allow you to log your self-employed income and your expenses and it also lets you categorise your expenses by type such as ‘travel’ , ‘software’ etc.

This spreadsheet is designed for UK sole traders who are not VAT registered.

Key features:

  • Easy to use – simply enter your income and expenses as you go along
  • Know your income – keep a track of your sales and which clients owe you money
  • Track your expenses – log your costs and categorise them by type
  • See your profit – be aware of your running profit position, helping you plan for tax
  • Organised – helping you be organised, reducing your stress levels!
  • Lower accounting fees – if you use an accountant then being organised with your book-keeping should help you keep your accounting fees lower as there is less work for the accountant
  • Tax deductible – the small cost of purchasing our spreadsheet is a tax-allowable expense


The price of this spreadsheet is £19 +VAT (£22.80 including VAT).


Money back guarantee – we want you to be 100% happy with your purchase – if you’re not, no problem – email us within 7 days and we’ll issue you a full refund.



We use PayPal to securely process your payment (no PayPal account needed), after which you will automatically be emailed the download link for the spreadsheet.


To download your spreadsheet click the ‘Buy Now’ button below: