🆕 2026/27 Tax Rates Now Live — All 53+ calculators updated with the latest HMRC thresholds
Free Excel Download

Sole Trader Invoice Template 2026/27

A clean, professional invoice template with automatic totals — standard and VAT-registered versions included.

Excel .xlsx · Auto-calculating totals · VAT-optional version

What’s Included

  • Standard version — for sole traders who are not VAT registered.
  • VAT-registered version — adds a VAT number field and calculates 20% VAT automatically.
  • Auto-calculating line items — enter quantity and unit price, the total and grand total work themselves out.
  • Payment details section — bank details and reference, so clients know exactly how to pay you.

What a UK Invoice Must Include

  • A unique invoice number (sequential, never repeated).
  • Your name or trading name, and address.
  • The client’s name and address.
  • A clear description of the goods or services provided.
  • The date the invoice was issued and the date of supply.
  • The total amount due, and payment terms.
  • If VAT registered: your VAT number and the VAT amount charged separately from the net total.

Frequently Asked Questions

Only if you're VAT registered — compulsory once your taxable turnover exceeds £90,000 (2026/27 threshold), or voluntary below that. Use the VAT-registered version of this template if that applies to you; it calculates 20% VAT automatically.
Any format works as long as each number is unique and sequential (e.g. INV-0001, INV-0002). Never reuse or skip numbers — HMRC may ask to see a complete, unbroken sequence during a check.
At least 5 years after the 31 January Self Assessment filing deadline for the tax year the invoice relates to, in line with general HMRC record-keeping rules for the self-employed.
Yes — completely free, no email signup, no registration. Both the standard and VAT-registered versions are included.

Sources

All calculators
💼 Self-employment 9 calculators
🏠 Property 9 calculators
👪 Family 5 calculators
💰 Personal finance 13 calculators
★ Most popular: Sole Trader Tax →
More