Excel & Google Sheets · 2025/26 tax year
UK Self Assessment Tax Workbook – Pro Edition
Get every figure right before you fill in HMRC's online return. Paste in your bank statement, answer simple questions, and see your estimated tax bill, payment dates and a checklist of anything missing.
£34.99 one-off · instant download
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What's included
- All your income in one place – employment (P60/P45), sole trader, UK property, savings, dividends and pensions
- Bank statement import – paste your bank's CSV; lines are categorised by keyword, with duplicate and uncategorised lines flagged
- Tax calculator (2025/26 rules) – personal allowance taper, savings and dividend allowances, Class 4 NI, Child Benefit charge, pension and Gift Aid relief, mortgage interest credit
- Payments on account – what to pay on 31 January and 31 July 2027
- 18 automatic checks – missing information, possible duplicates, VAT threshold, Child Benefit charge and more
- Print-ready report (save as PDF) and an HMRC summary grouped the way the online return asks
- Tested against worked examples. Works in Excel and Google Sheets
How it works
- Buy and download the workbook (one .xlsx file).
- Fill in Your Details, then each income sheet. Paste your bank CSV if you're self-employed or a landlord.
- Fix anything flagged on the Checks sheet, then copy your figures from the HMRC Summary into the online return on GOV.UK.
Estimate only – not tax advice and not an official HMRC calculation. It does not submit anything to HMRC. Not suitable for Scottish taxpayers, capital gains, foreign income or partnerships. If unsure, check with HMRC or an accountant.
UK Self Assessment Tax Workbook – Pro Edition£34.99 · instant download
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