Pack 01 · Sole Trader · 2026/27
Put in one income figure.
Get your whole Self Assessment back.
Thirty day refund, no questions. Files yours to keep, VAT included.
One income figure in, and the workbook returns your whole Self Assessment: income tax, Class 4 National Insurance, the effective rate and the monthly amount to set aside, each mapped to the box it belongs in on the return. It comes with a Companion Guide and a first-time Walkthrough, and it's built for Making Tax Digital from day one.
Profit in, income tax and Class 4 National Insurance out, with the effective rate and the monthly set-aside, on the 2026/27 bands.
Every figure tied back to the box it belongs in on the SA103 and SA100, so you copy straight across.
The quarterly deadlines laid out, so the new Making Tax Digital cadence runs itself.
A plain English guide to the workbook, plus a first-time Self Assessment walkthrough, so nothing is a guess.
| This pack | The credible equivalent | Their cost | Ours, once |
|---|---|---|---|
| Sole Trader Tax Workspace | FreeAgent sole trader planaccounting software, billed monthly | £228a year | £19Yours to keep |
Comparable price verified June 2026 from the supplier's own listing. Our price includes VAT.
Two quick checks that share the statute behind the workspace. Free, no email gate.
A spreadsheet app. The workbook is a standard .xlsx and opens in Excel, Numbers or Google Sheets. The guide and walkthrough are PDFs. You download the files and they're yours, no login, no subscription.
You get the updated file, free, in the same order line as your purchase. The figures live in named cells, so an April update is a re-export, not a rewrite.
No. It's a tool that does the working using the current HMRC figures, with the sources cited so you can check it. For a decision that turns on your specific circumstances, speak to an accountant.
The boring admin, done.