What's in the pack
Eight files and a guide. Open them in whatever you already use.
| File | What it does |
|---|---|
GUIDE.md | Ten-minute read. The five things every UK sole trader must do, with HMRC rates. |
01_income_ledger.csv | Money in: invoice number, client, net/VAT/gross, date paid, payment method. |
02_expense_ledger.csv | Money out, with allowable Y/N column so the totals row only sums what HMRC will accept. |
03_expense_categories.csv | Every SA103 box from 17 to 32, with examples and the most common mistakes. |
04_mileage_log.csv | 45p / 25p / 24p / 20p simplified rates already wired up. |
05_wfh_calculator.csv | £10 / £18 / £26 monthly flat rate by hours worked at home. |
06_quarterly_summary.csv | MTD ITSA quarters with the right deadlines (7 Aug, 7 Nov, 7 Feb, 7 May). |
07_tax_estimator.csv | Income tax + Class 4 NIC on your profit. Tells you payments on account too. |
08_invoice_template.csv | A clean invoice you can send today. UK late-payment terms baked in. |
What it doesn't do
- It is not accounting software. There is no login.
- It does not file your return, but it gives the MTD-compatible software the right numbers.
- It is not tax advice. Above ~£40k profit or anything unusual: see an accountant.
Updates
The pack is versioned per UK tax year. If HMRC moves a rate during the year, you get the patch free, email from your purchase address.