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.
Tax Refund Claim Checklist
Free 1-page PDF: why HMRC might owe you money, which route to claim (P800, P50, P55, P87), and the 4-year deadline for each tax year.
P11D and Benefits in Kind Explainer
Free 1-page PDF: what a P11D shows, how company benefits are taxed, and a worked 2026/27 company car example.
SA302 and Tax Year Overview Guide
Free 1-page PDF: what the SA302 and tax year overview are, how to get them, and a checklist before sending them to a lender.
Self Assessment Pay Your Bill Checklist
Free 1-page PDF: payment deadlines, payments on account, ways to pay HMRC and what late payment costs.
Tax Code Decoder Card
Free 1-page PDF: what 1257L, BR, K, M, N and emergency tax codes (W1, M1, X) mean, and what to do if yours is wrong.
P87 Employment Expenses Worksheet
Free 1-page PDF covering what employees can still claim for 2026/27: uniform & tools, professional subscriptions, unreimbursed mileage — plus a note on WFH relief ending.
New Starter Checklist Guide
Free 1-page PDF explaining HMRC Starter Checklist statements A, B and C, which tax code each gives you, and student loan plans 1, 2, 4, 5 & postgrad.
FHL Transition Checklist
Free 1-page PDF covering what changed for furnished holiday let owners after the FHL tax regime ended — mortgage interest, capital allowances, CGT and losses.
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 55p/25p rate switching built in. For sole traders, CIS workers and gig drivers.
State Pension & NI Gap Tracker 2026/27
Log your National Insurance qualifying years and spot gaps before they affect your State Pension.
Section 24 Mortgage Interest Worksheet 2026/27
See how Section 24 restricts your mortgage interest relief to a 20% tax credit, with a worked example.
Self-Employed Mortgage Prep Checklist 2026/27
Everything UK lenders ask self-employed applicants for, in one printable checklist.
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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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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