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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
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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
- Buy and download the .xlsx file from your account.
- Fill in each sheet – yellow cells only.
- 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