UK Sole Trader Kit
UK Sole Trader Kit
- Instant download: link on screen and by email
- Works in Excel, Google Sheets & Numbers
- 30-day promise: full refund if it doesn't work for you
Secure checkout · Nothing is posted
Everything a UK sole trader needs to get paid and get through Self Assessment, in one download.
$14.99 for the kit, instead of $19.98 for the two spreadsheets bought separately: you save 25%, and the client email pack is included free.
What's in the kit
- Invoice & Late Payment Tracker: invoice log, overdue alerts, printable invoice, monthly income summary, and a late payment calculator.
- Self Assessment Spreadsheet 2025/26: income, expenses, HMRC mileage and use-of-home flat rates, trading allowance check, tax and NI estimate, and your tax pot (how much of every payment to put aside), ready for the 31 January 2027 deadline.
- Bonus PDF: Client Emails That Get You Paid: six ready-to-send templates (reminders, final notice, quotes, extra work, price rises), each with an AI prompt to personalise it.
Under the Late Payment of Commercial Debts (Interest) Act 1998 you can charge business clients interest at 8% above the Bank of England base rate, plus fixed compensation of £40, £70 or £100 per invoice depending on its size. It doesn't apply to invoices to private individuals.
Good to know
Tax figures use 2025/26 rates for England, Wales and Northern Ireland. Organising and estimating tools, not tax or legal advice. Works in Excel, Google Sheets and Numbers.
How you get it
From checkout to planning in about two minutes.
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Check out
No shipping address and no delivery charge. Pay securely through Shopify checkout.
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Download
Your download link appears straight after checkout and arrives by email too.
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Start planning
Open it in Excel, Google Sheets or Numbers, then fill in the cream boxes. Everything else calculates itself.
Built for how Christmas works where you live
Each edition has its own currency, spelling and spending categories, so you're not crossing out American categories in a British planner (or the other way round).
Good to know
Is anything posted to me?
No. This is a digital download. You'll get a download link straight after checkout and by email.
What do I need to open it?
Microsoft Excel, Google Sheets (free) or Apple Numbers, on a computer, tablet or phone.
What if it doesn't work for me?
Email us within 30 days for a full refund (our 30-day promise). Bought the wrong country edition? We'll swap it free.
Can I print it?
Yes, you can print any tab from Excel, Google Sheets or Numbers, though most people find it easiest to fill in on screen.