Tax Resources & Downloads 2026/27
Free printable PDFs and Excel templates. No email signup, no registration, no payment.
Download our free tax resources — designed for self-employed people, landlords, company directors and anyone who wants to stay on top of their tax. Each resource is updated for the 2026/27 tax year with the latest HMRC rates and deadlines.
Director's Loan & Dividend Templates
Editable Word templates: loan agreement, board minutes and dividend voucher, with Section 455 tax notes.
CGT Property & Share Worksheet 2026/27
Auto-calculating Capital Gains Tax worksheet with Private Residence Relief and the annual exemption built in.
PAYE + Side Hustle Tax Tracker 2026/27
Auto-detects your tax band and estimates how much to set aside for tax on side income each month.
CIS Deduction Summary Statement 2026/27
Monthly CIS deduction tracker with automatic 20%/30% calculation, built for end-of-year rebate claims.
HMRC Allowable Expenses Checklist 2026/27
Two-page tick-box checklist of allowable expenses, mapped to SA103 box numbers, with common mistakes flagged.
Mileage & Travel Log Sheet 2026/27
Auto-calculating mileage log with HMRC 45p/25p rate switching built in. For sole traders, CIS workers and gig drivers.
Landlord Income & Expense Tracker
SA105-mapped spreadsheet with per-property tabs. Handles Section 24 mortgage interest correctly.
Sole Trader Invoice Template
Professional invoice template with automatic totals. Standard and VAT-registered versions included.
Payslip Explainer Card
Every payslip line decoded on one page — tax codes, NI categories, deductions and YTD figures.
MTD Deadlines Cheat Sheet 2026/27
Every Making Tax Digital quarterly deadline on one printable page. Who's in scope, penalty rules and the first-year grace period.
MTD Income & Expense Spreadsheet
Digital record-keeping template for sole traders. Quarterly tabs, HMRC SA103 categories and automatic totals for your MTD updates.
Tax Year Calendar 2026/27
All HMRC key dates and deadlines on a printable 2-page PDF. Self Assessment, PAYE, VAT and payment on account dates.
Self Assessment Checklist 2026/27
Every document you need before filing your tax return. Income records, expenses, pensions and more. Tick-box format.
CIS Expense Tracker Template
Pre-built Excel spreadsheet for construction subcontractors. 5 sheets: expenses, materials, mileage, summary and CIS deductions.
Tax Rates Quick Reference Card
Every UK tax rate and threshold on one printable A4 page. Income Tax, NICs, CGT, IHT, VAT and Scottish rates.
Why Download These Resources?
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Click and download. No email address, no account, no payment. We believe tax resources should be freely available.
HMRC-Aligned Data
All rates, thresholds and deadlines match the latest HMRC figures for 2026/27. Updated every April.
Print-Ready Format
PDFs are formatted for A4 printing. Excel templates work in Excel, Google Sheets, LibreOffice and Numbers.
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