Practical UK tax & finance templates — designed for Making Tax Digital
We build spreadsheet templates that help UK sole traders, freelancers, and small business owners stay on top of their finances — without needing expensive accounting software.
Our flagship product is the MTD Quarterly Income & Expense Tracker, designed specifically for Making Tax Digital for Income Tax which starts in April 2026. It organises every transaction by HMRC quarter, calculates your totals using the right expense categories, and produces a clean summary you can hand to your accountant or enter into bridging software.
We're based in the UK, we understand UK tax years (April to April, not January to December), and every template uses pounds sterling, HMRC categories, and current UK tax rates.
Whether you're a freelancer filing your first self-assessment, a sole trader preparing for MTD, or a side hustler who just got a letter from HMRC — we've built these tools to make your life easier.
Built by Qualified ICAEW Chartered Accountants with hands-on experience helping sole traders, freelancers, and small businesses manage their finances. I built these templates because I saw too many clients struggling with messy records, missed deadlines, and overpriced software. Every template is designed with real HMRC requirements in mind, the same standard I'd expect from my own clients' records. My goal is to make professional bookkeeping accessible to everyone, not just those who can afford an accountant.