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.
Global ERU Exchange Analysis Category: Business Analysis, Data Analysis, Data Collection, Data Management, Data Visualization, Excel, Finance, Financial Research Budget: €250 - €750 EUR
Arquitecto remoto y trabajo oficina experto Revit Category: 3D Modelling, 3D Rendering, 3D Visualization, Architectural Rendering, AutoCAD, Building Architecture, Building Information Modeling, Project Management, Revit Budget: $250 - $750 USD
11-Mar-2026 11:01 GMT
Bluetooth Receipt Font & API Update Category: Android App Development, API Development, Bluetooth, JSON, Mobile App Development, Mobile Development, Print Design, RESTful API Budget: $250 - $750 USD
Consolidate Excel Files into Google Sheets Category: Copy Typing, Data Entry, Data Management, Data Processing, Excel, Google Sheets, PDF, Visual Basic, Word Budget: ₹1500 - ₹12500 INR
Create 50 AI Hindi Music Videos Category: After Effects, AI Animation, AI Art Creation, AI Content Creation, AI Development, Animation, Video Editing, Video Services Budget: ₹600 - ₹2500 INR
