Updated for 2026/27

Sole Trader Tax Survival Pack

The practical PDF every UK sole trader needs before Self Assessment. Checklists, timelines, expense tracker, and plain-English tax guides — all updated for the 2026/27 tax year.

£3.99 one-off · instant PDF download
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Cheaper than five minutes of an accountant's time.

Sole Trader Tax Survival Pack — cover page
Sole Trader Tax Survival Pack — page 2 preview
Sole Trader Tax Survival Pack — page 3 preview
Unlock full pack — £3.99
What's inside

Everything in the pack

Self Assessment checklist
Every document and figure you need before you open the HMRC portal. Covers income, expenses, student loan, pension and more.
Allowable expenses tracker
A categorised spreadsheet-ready list of expenses HMRC allows sole traders to deduct, with common examples and notes on mixed-use rules.
Payments on account calendar
Jan and July payment dates explained, with a worked example showing how to avoid the January surprise that catches most first-year filers.
Monthly set-aside planner
A simple table to work out how much to park each month based on your profit level, so you never scramble for cash at filing time.
Making Tax Digital prep
What MTD for ITSA means for sole traders, when it applies, and what you need to do now — in plain English, not HMRC jargon.
Sole trader vs limited company
The key numbers that tip the decision at different profit levels, with a simple checklist of the questions to ask before incorporating.
Ready to get organised?

The pack is £3.99 — less than ten minutes with a bookkeeper. You get a download link by email and can re-download up to 5 times for 7 days.

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