Expected duration: Not sure I need a professional to design and set up a clear, user-friendly Excel spreadsheet to manage my income and expenses for UK Self-Assessment. The spreadsheet must be HMRC-compliant and suitable for tracking: • Online sales (self-employed income) • Rental property income • Savings interest
Requirements: • Separate worksheets/tabs for Sales, Rental Income, Savings, and a Summary/Tax Calculator. • Automatic calculations of: • Trading allowance • Property allowance • Savings allowance • Personal allowance • Income tax by bands • National Insurance • Clear breakdown of gross income, expenses, and net profit per stream. • A summary dashboard that shows my total taxable income, allowances used, and estimated tax/NIC liability. • Easy to update each year with future HMRC rates/allowances (ideally by editing one table).
Deliverables: • A working Excel spreadsheet with all formulas included. • Clear instructions on how to enter new income/expenses each month. • Notes/documentation on how to update HMRC allowance/tax rates in future years.
Ideal Freelancer: • UK-based bookkeeper, accountant, or Excel expert with proven experience in UK Self-Assessment. • Strong knowledge of HMRC rules for self-employed, rental income, and savings. • Able to provide examples of similar Excel tax/accounting tools they’ve built.
Budget: Please quote a fixed price for delivering the completed spreadsheet and indicate if you can provide optional ongoing updates/support each tax year.
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