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Self Assessment Income Tracker

Every income source, totalled into the right SA100 boxes.

Log employment, self-employment, dividend, interest and rental income across the tax year. The summary tab totals each stream and maps it to the box numbers on the SA100 and its supplementary pages, so filling in the return is a matter of copying figures across.

What's in it

  • Monthly entry tabs for each income type
  • Automatic SA100 box mapping
  • Personal allowance taper above £100,000
  • Running estimate of tax owed

Formats

Microsoft Excel

An .xlsx file you download and keep. Works in Excel 2016 and later, and in Numbers and LibreOffice.

Google Sheets

Import the .xlsx into Google Sheets — a native Sheets version of this one is on the way.

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