CIS Tax Tracker 2026/27 UK, Subcontractor Spreadsheet, CIS Refund Calculator, Self Employed Construction, Excel & Google Sheets

Know where you stand with your CIS tax, and find out if you're owed a refund.

This spreadsheet is made for UK construction workers paid under the Construction Industry Scheme (CIS): builders, carpenters, electricians, plumbers, plasterers, roofers, decorators and other trades. Log your CIS statements, expenses and mileage through the year, and the Summary works out your estimated refund or tax bill using 2026/27 HMRC rates.

WHY CIS WORKERS USE IT
Contractors take 20% from the labour on your invoices before your Personal Allowance and expenses are counted. That's why many CIS subcontractors are owed money back at the end of the year. This tracker shows you roughly how much.

WHAT IT DOES
✔ Checks every CIS statement: works out the labour (materials, plant hire and fuel taken off), the deduction you should expect, and flags any statement that doesn't add up
✔ Estimates your refund or bill: Personal Allowance (including the taper over £100k), income tax and Class 4 National Insurance
✔ Scottish taxpayer? Switch to Scottish income tax bands in one click
✔ Have a PAYE job too? Add that income and the tax already paid on it
✔ Supports 20%, 30% and 0% (gross payment status) CIS rates
✔ Quarterly totals that match HMRC's Making Tax Digital quarters
✔ 12 expense categories in a dropdown, grouped under the matching headings of the Self Assessment self-employment pages (SA103)
✔ Mileage allowance at HMRC rates: 45p a mile, switching to 25p after 10,000 miles automatically
✔ Totals for each contractor
✔ Built-in checks, including a warning if you claim mileage and vehicle costs for the same vehicle

WHAT YOU GET
• CIS-Tax-Tracker-2026-27.xlsx: the blank tracker, ready to use
• CIS-Tax-Tracker-2026-27-EXAMPLE.xlsx: the same tracker filled with sample data, so you can see how it works

7 tabs: Start Here, Summary, Income, Expenses, Mileage, Contractors, Settings.
Yellow cells are for typing in. Everything else calculates for you.

WORKS WITH
• Microsoft Excel (desktop, web or mobile)
• Google Sheets: upload to Google Drive and open with Google Sheets
• Tax year 6 April 2026 to 5 April 2027

HOW TO GET IT
This is an instant digital download. Nothing physical will be posted. After you buy, download the files from your Etsy Purchases page or the link in your confirmation email.

PLEASE NOTE
• This is a record-keeping and estimating tool, not tax or financial advice. Results are estimates based on the 2026/27 rates published on GOV.UK. Check your figures with HMRC or an accountant before you file.
• It doesn't submit anything to HMRC. If Making Tax Digital for Income Tax applies to you, you'll still need MTD-compatible software to send your quarterly updates.
• It assumes your income is from CIS self-employment, plus any other income you enter in Settings. It doesn't cover partnerships, limited companies, rental income, dividends or capital gains.
• Because this is a digital download, returns aren't accepted. If anything isn't working, message me and I'll help.

About the photos: the listing images are graphic designs built around real, unedited screenshots of the spreadsheet you'll receive. The third image, after the video, is a plain screenshot of the example file open in Excel.

Designed by NeatSheetsStudioCo with the help of AI tools. Every formula has been tested against hand-worked examples.