Free UK Business, Tax and Bookkeeping Templates
Download free spreadsheets and checklists designed to help UK sole traders, freelancers and small business owners organise their records. You can also use our free UK tax calculators to estimate figures such as take-home pay, dividends, VAT and business tax.
Self-Employed Expense Tracker UK
A free Excel spreadsheet to help track self-employed income, business expenses, categories and estimated profit. Useful for sole traders, freelancers, side hustlers and small service businesses.
View Expense TrackerTrack income, expenses and estimated profit in one place.
Browse free templates
Choose a template below. Each download has its own guide page explaining what the file includes, who it is for and how to use it.
Self-Employed Expense Tracker
Track sole trader income, expenses, categories and estimated profit during the tax year.
- Income and expense log
- Category dropdowns
- Summary dashboard
Mileage Log Template UK
Record business journeys, mileage claims, dates, destinations and notes in a simple spreadsheet.
- Journey log
- Business mileage records
- Useful for sole traders
Invoice Tracker UK
Keep track of invoices issued, amounts due, payment status and customer details.
- Invoice list
- Paid/unpaid status
- Customer tracking
VAT Records Checklist
A simple checklist to help small businesses organise VAT-related records and monitor turnover.
- VAT records checklist
- Turnover monitoring
- Useful review prompts
Bookkeeping Checklist UK
A practical checklist for reviewing bookkeeping tasks, records, receipts and regular admin.
- Monthly review tasks
- Records checklist
- Small business admin
More templates coming soon
We are building more UK tax, bookkeeping and small business templates for Accensia.
- Tax year checklists
- Director record templates
- Small business planners
How to use these templates
Download the relevant spreadsheet or checklist, save a copy for your own records, and update it regularly. The templates are intended to help you organise information, not replace accounting software or professional advice.
Who they are designed for
These resources are mainly designed for UK sole traders, freelancers, small business owners and side hustlers who want a simple way to keep their records more organised.
These templates are provided for general information and record-keeping support only. They are not tax, accounting, legal or financial advice. You are responsible for checking your own records, keeping backups, reviewing formulas and seeking professional advice where needed.