UK Self Assessment Tax Workbook – Pro Edition
Excel & Google Sheets · 2025/26

UK Self Assessment Tax Workbook – Pro Edition

Get every figure right before you fill in HMRC's online return – due 31 January 2027. Paste in your bank statement, answer simple questions and see your estimated bill, payment dates and anything missing.

£34.99 one-off · Instant download

Visa · Mastercard · Amex · Apple Pay · Google Pay
Secure payment by Stripe on this page. Yours to keep – no subscription.

What's included

  • Employment (P60/P45), sole trader, UK property, savings, dividends and pensions
  • Bank statement import with automatic categories, duplicate and uncategorised flags
  • 2025/26 tax rules: allowance taper, savings & dividend allowances, Class 4 NI, Child Benefit charge, pension & Gift Aid relief, mortgage interest credit
  • Payments on account for January and July 2027
  • 18 automatic checks for missing or wrong information
  • Print-ready report (save as PDF) and HMRC summary
  • Tested against worked examples

How it works

  1. Buy and download the .xlsx file from your account.
  2. Fill in each sheet – yellow cells only.
  3. Fix anything on the Checks sheet, then copy figures from the HMRC Summary into GOV.UK.

Estimate only – not tax advice and not an official HMRC calculation. Does not submit anything to HMRC. England, Wales & NI only. Not for Scottish taxpayers, capital gains, foreign income or partnerships.

UK Self Assessment Tax Workbook – Pro Edition£34.99 · one-off