Instant digital download — organised tracker for the UK tax year (April to March).

What's new (November 2026)

• NEW: Making Tax Digital quarterly tab — cumulative totals for each update period from 6 April, totals by category, the GOV.UK update deadlines (7 August, 7 November, 7 February, 7 May) with days to go, and how much you have set aside using your own percentage.

• New MTD page in the fillable PDF too (11 pages in total).

• 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 clear starter PDF to log income, expenses, and notes across the tax year so records stay tidy for Self Assessment or bookkeeping.

Who it’s for: freelancers, sole traders, and anyone who wants UK tax-year dates built in from day one.

Download after purchase and keep your year organised.