Description
Keep your sole-trader money organised without the faff.
A practical Excel workbook for UK sole traders who want one straightforward place to keep track of money coming in, business expenses, mileage and invoices.
What’s included
- Dashboard with key figures at a glance
- Income tracker
- Expense tracker with optional business-use percentage
- Mileage log and mileage-claim calculation
- Invoice tracker with outstanding and overdue amounts
- Automatic monthly overview
- Tax-pot planning estimate
- Editable settings for your reporting year and categories
Enter your figures as you go and the workbook does the organising and calculations for you. No subscription and no complicated accounting software.
File format: Microsoft Excel (.xlsx)
Delivery: Digital download after purchase
This workbook is a record-keeping and planning tool. It does not provide accounting or tax advice, and the tax-pot figure is an estimate only.
