PDF + Excel · instant download
UK Self Assessment Guide and Tracker 2025/26
A plain guide to the 2025/26 Self Assessment return, with a spreadsheet to log income and expenses as you go.
One-off payment. No account, no subscription.
By buying you ask for immediate access and accept you lose your 14-day right to cancel once the download starts. Your legal rights are not affected: see refunds. Secure card payment by Stripe.
What is included
- UK_Self_Assessment_Tax_Return_Guide_2025_26_freelancers.pdf (PDF, 35 pages)
- Self_Assessment_Income_and_Expenses_Tracker_2025_26.xlsx (Excel workbook, 7 sheets: Start Here, Income, Expenses, Lists, Summary, Payments, Key Dates)
- START_HERE.txt
- hbt-30_Excel_Walkthrough.pdf (PDF, 2 pages, a step-by-step guide to the Excel workbook)
Who it is for
UK freelancers and sole traders doing their own 2025/26 Self Assessment return.
About this pack
A 35-page PDF guide for UK sole-trader freelancers, starting with key dates and whether you need a return. It includes a Making Tax Digital section, a worked example chart, an allowance-or-costs chart, a timeline, a decision flow and a facts-checked table.
The 7-sheet Excel tracker has Start Here, Income, Expenses, Lists, Summary, Payments and Key Dates. The Key Dates sheet includes the Making Tax Digital start dates.
This pack covers the 2025/26 tax year only (6 April 2025 to 5 April 2026). The workbook is built for Microsoft Excel on Windows (Excel 16.0) and has not been tested in Excel for Mac, Google Sheets, LibreOffice or phone apps.
General information, not professional advice. It is not tax advice. Check the GOV.UK pages named in the guide before relying on any figure or date.
A short Excel walkthrough PDF is included. It takes you through the workbook sheet by sheet.
UK sole-trader freelancers, 2025/26 tax year (6 April 2025 to 5 April 2026) only. Facts last checked October 2026. Check GOV.UK before relying on any figure or date.
Refunds and your rights
Instant digital download. When you buy, you agree to receive the files straight away and you accept that you lose your 14-day right to cancel once the download starts. This does not affect your legal rights: if a file is faulty, will not open, or is not as described, message us through the Contact page and we will fix it, replace it or refund you.
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