TOOLS · 2026/27 EDITION

Spreadsheets built by a bookkeeping practice, for people doing it themselves

The same working tools we use with clients, tidied up for you to run on your own. Type in your numbers; the tax rules, HMRC rates and warnings are already built in. Works in Excel and Google Sheets.

For sole traders

Sole Trader Expenses Tracker 2026/27

Log income, expenses and mileage as you go — and see your Self Assessment figures and the tax to set aside, all year round.

Every expense mapped to the right SA103 box automatically
HMRC mileage and working-from-home flat rates built in
Monthly profit, tax and NI estimate, and a monthly set-aside figure
Flags the trading allowance and which Making Tax Digital threshold you fall under

£14one-off · instant email delivery

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For company directors

Dividend Voucher & Board Minutes Pack

Record a dividend once and get the register, a print-ready voucher for each shareholder and the board minutes — the paperwork HMRC expects.

Up to six shareholders, amounts split by shareholding
Print-ready A4 voucher and minutes that fill themselves in
Warns if dividends go past your distributable profit
Estimates each shareholder's dividend tax at the 2026/27 rates

£19one-off · instant email delivery

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For company directors

Director's Loan Account Tracker

Know exactly where you stand with your company — and see the s455 and benefit-in-kind consequences before they happen.

Running balance: what you owe the company, or it owes you
s455 charge at 35.75% with the 9-month repayment deadline and a repayment planner
£10,000 benefit-in-kind test with the tax and Class 1A cost
Flags bed-and-breakfasting (repaid then re-borrowed within 30 days)

£14one-off · instant email delivery

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For company directors

Corporation Tax Provision & Drawings Ceiling Calculator

Every month, know how much corporation tax to put aside — and the maximum dividend you can safely take out.

Real 19% / 25% / marginal relief calculation, accurate at any point in the year
Full-year forecast and a monthly set-aside figure
Maximum lawful dividend today, plus a suggested monthly amount
Shows the room left in your basic-rate band before dividend tax jumps to 35.75%

£19one-off · instant email delivery

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Best value · all four tools

The Director's Toolkit

Dividend paperwork, director's loan tracking, corporation tax provisioning and the sole trader tracker — everything a small company owner needs to stay on the right side of HMRC between accountant visits. Save £17 against buying separately.

~~£66~~£49one-off · all four files by email

Get the toolkit

Built by an IAB-supervised practice

Made by NDA Silva Ltd, a regulated bookkeeping and accounts practice — not a template mill. Rates checked against HMRC for 2026/27.

Every rate is editable

All thresholds and percentages sit on a Rates sheet. When HMRC changes something, you change one cell and every formula follows.

Sent straight to your inbox

Pay by card through Stripe. The file lands in your email within a couple of minutes, ready to open in Excel or Google Sheets.

Questions

Will it work in Google Sheets or Numbers?

Yes. The files are standard Excel workbooks with no macros. Upload to Google Drive and open with Sheets, or open in Numbers on a Mac — dropdowns, formulas and warnings all work. Excel gives the best experience for printing the dividend vouchers and minutes.

How do I get the file?

You pay by card on Stripe's secure checkout. Within a couple of minutes you'll get an email from accounts@ndasilva.co.uk with the file attached. Check your spam folder if it hasn't arrived after ten minutes, or reply to your Stripe receipt and we'll resend it.

Are the rates up to date?

Every file uses the 2026/27 tax year rates and thresholds (financial year 2026 for corporation tax), checked in September 2026. If HMRC changes anything mid-year you can update the Rates sheet yourself, and we'll release a 2027/28 edition next spring as a separate purchase.

Is this tax advice?

No. The tools do the arithmetic and flag the things that usually catch people out, using HMRC's published rules. They don't know your full circumstances. If you're unsure, ask an accountant — or ask us.

Can I get a refund?

Digital files can't be returned, so we don't offer refunds once the file has been sent. If something in the file is wrong or doesn't work for you, reply to the delivery email and we'll put it right.

Can I use it for more than one business?

Each purchase is licensed for one business (or one company). If you run several, or you're a bookkeeper wanting to use these with clients, email us for a multi-business licence.

Would rather someone did it for you?
These tools are what we use on the inside. If you'd prefer the bookkeeping, VAT, payroll and year-end handled for one monthly fee, take a look at our services.

See our services

Prices in GBP. Payments are processed by Stripe; we never see your card details.