Self-Assessment Tax Return Template and Example for Tax Year 2025 to 2026 (UK)

A practical template and an example of an actual completed tax return to help you keep track of your income and expenses for your Self-Assessment tax return in the UK. This is specifically designed for the tax year that starts on 6 April 2025 and ends on 5 April 2026.

This template is designed to help you keep track of your income and expenses for your Self-Assessment tax return in the UK. You can use a simple but effective template to record the necessary details that are required to complete your online tax return.

This template has simple sections to record your income, business expenses, and other deductions and provides a summary that pulls together your overall income and expenditure for the year (2025 to 2026). It helps you keep everything organised to make the process of completing your Self-Assessment as easy and accurate as possible.

This template has been used successfully by many businesses to effectively complete their online self-assessment including professional services (management consultants; legal professionals; design team among others); construction firms; trades (including sole traders); production; sales personal services (beauty consultants, childminders and nurseries) among many others. The feedback has been very positive with comments around ease of use; versatility and the benefits of bringing the information together for online completion of a UK tax return.

As such, this template has been designed to work for businesses across a wide range of industries in the UK. A key benefit is that the template includes an example of a completed tax return that you can use as a guide, alongside a blank version that you can develop for your business. The provision of both a completed example and a blank template, means this resource is much more accessible and practical for businesses in any industry. This gives a clear reference point for your Self-Assessment tax return, helping you to stay organised, avoid errors, and ultimately simplify your Self-Assessment filing process.

The key benefits are:

– Customisation: You can tailor categories to match your industry.

– Clear Record-Keeping: Easily track income and expenses for tax purposes.

– Accurate Self-Assessment Filing: Ensure all relevant details are included when completing your online Self-Assessment tax return.