RuleKits

Self Assessment Bookkeeping Tracker (with Scottish tax bands option) – cover image
Self Assessment Bookkeeping Tracker (with Scottish tax bands option) – what's inside
Self Assessment Bookkeeping Tracker (with Scottish tax bands option) – how it works

Self Assessment Bookkeeping Tracker (with Scottish tax bands option)

£9.00

A clear spreadsheet to keep your year’s income and expenses tidy for your Self Assessment tax return, with an estimate of your tax. Choose rest-of-UK or Scottish income tax bands. Excel and Google Sheets. Where it applies: Whole UK.

  • Instant download straight after payment
  • Every rule checked against official sources, with a Sources page
  • Plain English, made in Scotland
SKU: RK-SA-TRACKER-2526-2627
Category:

Description

Where it applies: Whole UK. Scotland has its own income tax bands for non-savings income. This tracker lets you choose Scottish or England, Wales and Northern Ireland bands.

What’s included

  • RuleKits_Self_Assessment_Tracker_2025-26_2026-27.xlsx – the blank tracker, covering the 2025/26 and 2026/27 tax years in one file
  • RuleKits_Self_Assessment_Tracker_2025-26_2026-27_EXAMPLE.xlsx – a filled-in example copy with made-up figures
  • A “How to use” PDF guide
  • A Sources page with the official rates and the date we checked them

What it does

  • Record income, expenses and business mileage by date; pick the tax year and only that year’s entries count
  • Totals matched to the short self-employment pages (SA103S boxes), with the £1,000 trading allowance compared against your actual costs
  • See your profit and an estimate of income tax and National Insurance
  • Switch between Scottish and rest-of-UK tax bands
  • Works in Microsoft Excel and Google Sheets. No macros.

Good to know

The tax figure is an estimate to help you plan and put money aside. Your actual bill is worked out when you file your tax return. If you have to use Making Tax Digital, see our MTD Record Kits.

Instant download

Available straight after payment. At checkout you agree that the download can start straight away and that you then lose the 14-day right to cancel. Your rights if the tracker is faulty are not affected.

This tracker is general information to help you keep records and understand the rules. It is not legal, tax or financial advice. Check your own situation with HMRC, GOV.UK or a qualified adviser. Rules can change; we update this tracker when they do.

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Important: this kit is general information to help you keep records and understand the rules. It is not legal, tax or financial advice. Check your own situation with HMRC, GOV.UK or a qualified adviser.