Self-Assessment Tax Return Template and Example for Tax Year 26-27 (UK)

All Industries, Financial Model, General Excel Financial Models, Personal Finance

Accounting, Accounts Payable, Accounts Receivable, Excel, Financial Analysis, Financial modelling, Financial Planning, Financial Reporting, Financial Statements, Tax Assets

Whether you’re a sole trader, freelancer, consultant, contractor or small business owner, this template helps you stay organised throughout the year – so you’re not scrambling for receipts and figures when your tax return is due.

Inside, you’ll find a straightforward system for recording your income, allowable expenses and deductions, along with a fully completed example tax return to show you exactly how to use it in practice. By following a proven format, you can reduce mistakes, save time, and feel more confident when completing your online Self-Assessment return.

Designed with simplicity in mind, the template automatically brings together your yearly income and expenditure into one clear summary, making it easier to prepare accurate figures for HMRC. Rather than trying to piece everything together at the last minute, you can keep your records updated as you go – helping you stay in control of your finances and avoid unnecessary stress.

This template has already helped businesses and self-employed professionals across a wide range of UK industries, including consultants, tradespeople, construction firms, designers, legal professionals, beauty businesses, childcare providers, sales professionals and more. Users regularly highlight how easy it is to use, adapt and maintain throughout the year.

Unlike basic spreadsheets, this resource includes both:

A blank working template you can tailor to your business
A completed example return to guide you step-by-step

Having both versions gives you a clear reference point, making it easier to understand what information is needed and how to structure it correctly for your Self-Assessment filing.

Key Benefits

Stay organised all year round
Keep your income and expenses in one place, making tax returns quicker, easier and less stressful.
Reduce errors and file with confidence
Use the completed example as a guide to help ensure your figures are accurate and HMRC-ready.
Works for almost any UK business
Easily customise categories to suit your industry, whether you’re self-employed, freelance or running a small business.

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