Instant digital download — a calm, step-by-step organiser for your 2025/26 Self Assessment tax return (tax year 6 April 2025 – 5 April 2026), due online by 31 January 2027.
What's new (November 2026)
Two Excel files: a filled EXAMPLE with fictional UK figures so you can see how it works, and a BLANK copy for your own. Formula cells are locked so you cannot break them by accident.
Works in Excel and in free Google Sheets — no macros, no subscription.
Clickable contents page in the fillable PDF — tap a section to jump there, and tap "Contents" on any page to come back.
A one-page "How to use in 3 steps" guide to get started in minutes.
What you get: a 6-page fillable A4 PDF plus an Excel (.xlsx) workbook with formulas (works in Google Sheets): 31 January 2027 countdown & checklist, documents-to-gather checklist, income & expenses summary mapped to the SA103 (self-employment) boxes, payments on account explainer & tracker (31 January and 31 July), key dates & penalties page and a month-by-month income & expenses log. Delivered as one ZIP file.
Who it’s for: UK sole traders, freelancers and side-hustlers who file their own Self Assessment and want everything in one place before the deadline. Missing the online deadline means a £100 late filing penalty from HMRC — so start early.
Not tax advice — check GOV.UK/HMRC. This pack is an organiser only; always check your own position on GOV.UK, with HMRC or a qualified adviser. Dates and figures checked on GOV.UK in September 2026.
