Self-Employed Tax Set-Aside Tracker

When a client pays you, part of that money is really the tax office's. Set your income tax, National Insurance and optional pension percentages once; then log each payment and the tracker holds back that share and adds it to your tax pot. It keeps a running pot balance and compares it to an estimate you enter, so you can see if you are keeping pace. It is a place to organise the set-aside at rates you choose — not a calculation of your actual tax bill.

What's inside

• Setup: the tax, NI and optional pension percentages you want to use, and your own bill estimate
• Payments In: one row per payment, with your chosen share set aside for each
• Tax Pot: a running ledger of transfers in and payments out, with a running total vs your estimate

Try the set-aside maths free, no sign-up, in the calculator →