FREE WORKBOOK
Freelance Bookkeeping Template
Twelve months of profit and loss on one sheet, built for a sole trader. Drawings sit below the profit line, where they belong.
Join dozens who use this
Who this workbook is for
Sole traders keeping their own books
If your bookkeeping is a bank statement and good intentions, this is the smallest thing that replaces it. Six cost categories, twelve columns, and a year total that is ready to hand over. No software, no subscription, no login.
Anyone about to meet Making Tax Digital
Quarterly updates start in April 2026 for gross income over £50,000, and they report totals by category. Categorising as you go is the habit that makes that painless, and doing it in a spreadsheet now is how you find out which categories you actually use.
Anyone who has been treating drawings as a cost
This is the mistake the sheet is built to prevent. Deduct the £38,400 you paid yourself and the profit reads £16,600 instead of £55,000. That hides £10,741 of tax you still owe, so it is not a saving, it is a bill arriving later with interest on it.
