UK Tax Spreadsheets

Picture of Tax spreadsheet

What is here

Here you can download a macro-less spreadsheets for doing UK tax related calculations.

Please leave a comment below if you find this useful or have any feedback!

Please also consider making a donation towards my time and costs.

Downloads

Picture of Business Person

Employees (PAYE)

Personal Allowance, Income Tax, Class 1 National insurance and Student Loan Repayments.

Tax year 2017/2018 (From 6th April 2017 to 5th April 2018) *new*

Tax year 2016/2017 (From 6th April 2016 to 5th April 2017)

Tax year 2015/2016 (From 6th April 2015 to 5th April 2016)

Tax year 2014/2015 (From 6th April 2014 to 5th April 2015)

Tax year 2013/2014 (From 6th April 2013 to 5th April 2014)

Tax year 2012/2013 (From 6th April 2012 to 5th April 2013)

Monthly PAYE versions.

Tax year 2011/2012 (From 6th April 2011 to 5th April 2012)
Now with pensions, age related allowances, student loans and blind persons allowance!

Tax year 2010/2011 (From 6th April 2010 to 5th April 2011)
(Including new 50% rate and personal allowance taper)

Tax year 2009/2010 (From 6th April 2009 to 5th April 2010)

Picture of Commercial Building

Company / Sole trader

Corporation Tax, Tax on Dividends, Class 1 NI, Employers NI, Class 2 and 4 NI (For Sole traders), Salary vs Dividends

Tax year 2014/2015 (From 6th April 2014 to 5th April 2015)

Tax year 2013/2014 (From 6th April 2013 to 5th April 2014)

Tax year 2012/2013 (From 6th April 2012 to 5th April 2013)

Questions and Advice

Please note I am unable to answer any questions about tax nor am I able to offer advice. For those things, please consult an accountant. Thank you for your understanding.


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Previous comments

  • The Traveller posted 2017-03-28 14:58:26.231 (274)

    Great Calculator Suggestions For Improvement 1.Could you include salary sacrifices - Cyle To Work and Share Options? 2. If you receive an additional bonus say 0.5% of annual salary in one month how is NIC and Tax Calculated such that monthly payment is correct for that month? 3.Where you have an option for cashing in SAYE before the qualifying period, Income Tax and NIC is payable. Calculation?

  • KERRY posted 2017-03-27 13:06:10.261 (273)

    Fabulous calculator. Could you add company car & dividends to the personal calculations? Many thanks

  • New comment posted 2017-03-18 22:56:10.753 (272)

    Thank you for your comment. This comment is awaiting moderation.

  • rob posted 2017-03-13 10:58:52.952 (271)

    hi hope you can help. just wondered where i am going wrong in my spreadsheet am multiplying hourly x rate x week hours x 52.18 months per year then devide by 12 for monthly minus 11000 income tax (code s1100L cumulative) remainder /=100*20, and nat ins minus 8000 remainder /100*12 am i missing something? monthly pay statement tax+nat ins figures dont match!

  • Brian Walker posted 2017-02-02 16:11:19.86 (219)

    Hi bit of a late starter with regards to spreadsheets etc, my question is how do I unprotected your spreadsheet for 20016-17 tax return. Many thanks for taking the time to create the spreadsheet and to answering my query Kind regards Brian Walker

  • stuart geake posted 2017-01-30 10:45:24.46 (216)

    Excellent sheet all though do you have a Sole Trader version for 2017/18 to reflect the current personal allowance? Thanks,

  • Sham Jain posted 2017-01-24 20:57:30.133 (209)

    excellent formulae. I need to add 'other income' rows. Thanks

  • mathew vaughan posted 2017-01-24 12:58:07.9 (208)

    Do you have a spreadsheet where you can input all info to do with your personal tax so it is easier to give to the accountant including 1. property income / expend. investment and bank income, income from your limited business. I have done one but think it could be a lot better. I could send you a copy to see what i mean if you want.

  • Dave posted 2017-01-11 11:46:53.814 (185)

    Thank you so much for this. Have you got Company / Sole trader for Tax year 2015/2016 (From 6th April 2015 to 5th April 2016) Kind Regards,

  • James posted 2017-01-03 20:17:21.255 (184)

    Hi On the most recent PAYE spreadsheet when I try and put in "Plan1" for student loan it comes out with an error. Can you help?

  • muhammad faysal khan posted 2016-12-03 19:23:10.558 (181)

    i have made a more complex and dynamic tax model for UK individual tax liability, which incorporate all the clauses and guidelines as required in ACCA paper F6 Taxation (UK), i can share if you want...

  • Eleanor posted 2016-11-23 09:50:31.035 (180)

    I want to thank you so much for these spreadsheets Paul - you have helped me so uch as we have transitioned back to the UK I wanted to ask if you have considered drawng up a student loan calcuator. I have just built a very simple sheet to illustrate to my daughter what is going to happen to her significant loan. The websites are woefully silent on this calculator. Everyone tells me I am wrong to think of it as a debt - but RPI +3% - RPI at best, I am afraid for those ignoring the truth ! Anyway, happy to send what I have but I think your are brilliant ! Please feel free to ontact me Finally - I would be really gratefu if you could update then earier in the year (accepting things can change!) as I use it to manage pension contributions Thank you

  • Adrian posted 2016-08-25 15:40:19.431642 (144)

    Fantastic spreadsheet, saved me making my own! Thanks for your help, I've made a donation.

  • Zeeshan Aziz posted 2016-07-13 17:06:02.606838 (142)

    Great Stuff, sheets calculations are all in line with the respective years. Love the the latest 2016/2017 spreadsheet and the Monthly PAYE spreadsheet. Just a quick request, is there a setup that would allow you to do bi-weekly calculations similar to the Monthly PAYE spreadsheet? instead of monthly running breakdowns a weekly and 2 week option at all?

  • Richard posted 2016-06-24 11:33:57.420095 (141)

    I've donated. Any chance you could update the Company/Sole Trader sheets for 2016/2017 as well?

  • Nick Leemingh posted 2016-06-12 17:59:56.496218 (140)

    DO you have an excel spreadsheet to calculate dividend tax payable for 2016/17 under the new rules? I would be happy to pay something for this.

  • G posted 2016-06-08 12:28:13.874809 (139)

    HI I wonder would, you release one that allows me to put in quarterly bonuses as earned to show the PAYE tax implications of the sudden increase on that months salary to understand how the TAX will right it self over the year

  • G posted 2016-04-25 00:00:08.046245 (137)

    Is it just me or is there an issue with the student loan box on the spreadsheet in the 16/17 PAYE calculator? Great help these sheets though

  • Simon posted 2016-04-16 10:04:12.749751 (136)

    Any news on the Dividend calculator? Happy to pay for it if you need a wee bit of funding.

  • Dave posted 2016-04-09 07:33:51.4476 (135)

    Thanks for the spreadsheet - it will help me stick it to the taxman for another year. Donation sent

  • Tseha posted 2016-04-07 17:25:59.497449 (134)

    It is really nice of sharing this valuable spreadsheet, highly appreciated

  • Simon Royal posted 2016-02-29 14:10:52.368094 (133)

    Hi, great tool and will be making a donation today - in the next version could we have a box to input 'deductions after tax' so that you can get a true match to what's on your paylsip?

  • Grant posted 2016-02-24 13:17:51.073014 (132)

    Do you have the most recent year available as a monthly calculation?

  • Iain posted 2016-02-11 16:48:18.672135 (131)

    Brilliant, I was really scratching my head about how to build something like this, but you've done it for us. Thanks.

  • James posted 2016-02-11 11:11:55.339175 (130)

    Brilliant work - very well played. I also second a reqeust for Interest income Dividend income Other income e.g. Rental income.

  • jon posted 2016-02-10 13:57:19.817151 (129)

    Hi great spreadsheet however just a note - for future editions, the student loan is calculated monthly as a rounded down figure then multipled by 12 to get the yearly deduction which is slightly different to the total salary above the threshold * the rate

  • Charles posted 2016-02-03 08:15:00.975181 (128)

    Paul, excellent work, would love to see a spreadsheet for 2015/2016 as the current one helped me and helped a few Aussie friends over working in NHS. Hope all is well Charles

  • Dan posted 2016-02-01 12:53:00.064292 (127)

    This is a very useful tool, but I can't seem to get the exact tax deduction that is applied by the company without adjusting my given tax code and even then its never the same twice, also my NI is never the same, its £10 to £20 + or- each month, am I missing something or is this normal Thanks Dan

  • Y posted 2015-12-28 15:37:15.985985 (126)

    Hi, spreadsheet looks easy to use. Couldn't use it though unless i overlooked a few bits. A couple of points: Would be more usable if it had a section for interest from savings ( where you can input details) Also, a section or lines for Income from other sources ( property,rent)

  • Greig Andrews posted 2015-11-10 21:53:32.480699 (125)

    Can the PAYE spreadsheet be modified to include car allowance calculations as well as other benefits such as fuel through a fuel card?

  • A posted 2015-10-17 08:31:51.031115 (124)

    Great work - thank you! Would be good to add a mixed income spreadsheet, i.e. Salary plus Dividend plus Investment Income.

  • Moss posted 2015-10-07 14:03:19.319574 (123)

    Thank you for a wonderful tool. Small donation made. Wish it could be more.

  • Mark Johnosn posted 2015-10-06 08:41:09.888994 (122)

    Great, very useful, donation sent.

  • Phil posted 2015-07-27 15:11:30.689415 (121)

    Hi Paul, This is great! Thank you so much. Will you be releasing a Company / Sole trader version for 2015/2016? I so I'll for sure donate! Phil

  • Will posted 2015-07-22 21:51:03.618222 (120)

    This is brilliant Paul thank you. I was just about to try and create this myself on my days off work - you have just bough me more holiday, I love you If you ever want too add a box to add into monthly commission (no idea how this would work) i would love you even more Thanks again

  • Chris posted 2015-06-01 14:23:49.030988 (119)

    Hi, can you please include childcare and also car allowance calculations, so i can work out exact tax implications.

  • Paul stephens posted 2015-05-21 12:14:56.524742 (118)

    I have rental income + bank interest as well as PAYE. Great if you could include this in the calculation

  • Momin posted 2015-03-30 09:14:56.227418 (115)

    SuperMan..Life saver..Appreciate your effort..Perfect and simple..

  • Glen posted 2015-03-27 20:46:51.947395 (114)

    Fantastic calculator, I've just used it to determine whether to accept a job at a different employer. Have you considered adding the ability to include expenses and benefits from a P11D in your calculator? Great work!

  • Oliver posted 2014-10-19 10:33:00.187999 (113)

    Bloody fantastic, well done sir, this is a truly helpful tool! If you see this please could you tell me when the next update will be available? For tax yeayear 2015/2016 Thanks.

  • Richard210363 posted 2014-10-06 13:25:36.151637 (112)

    Thanks for these. They will be very useful so I have donated. I have 1 question. On the Company/Sole trader Excel spreadsheet what is the meaning of the value in C81 on the UK Dividend worksheet? Should this be included in the top section? Otherwise I seem to pay no NI at all Richard

  • Dave posted 2014-09-26 08:21:24.380848 (111)

    Thanks Paul for the excellent UK PAYE sheet. It will help me immensely with my ongoing battle with HMRC. You should hire yourself out to them as it seems that most of their "advisors" don't understand their own rules. Top tip everyone - check everything HMRC tell you!

  • Ali posted 2014-08-25 12:13:45.14725 (109)

    Thanks, this was very useful and saved me a lot of time trying to build one myself! Thanks! Ali

  • Chris posted 2014-08-24 22:22:23.521893 (108)

    The ability to show childcare vouchers which are a tax free deductible would be helpful.

  • Pete posted 2014-07-23 20:01:15.257532 (105)

    Excellent work... have you ever seen anywhere that you can add monthly figures (i.e if someone does Overtime, Oncall) that vary monthly, annual Bonus and private tax relief deductions?

  • Andrew posted 2014-05-25 11:41:04.313037 (103)

    These are extraordinarily useful spreadsheets with accurate calculations - thank you for this, it makes self assessment a complete breeze. Much appreciated indeed.

  • Nic Jones posted 2014-04-28 11:51:00.0 (99)

    This has been a great help today, can't thank you enough for doing this and sharing

  • Lee posted 2014-02-28 13:39:00.0 (97)

    Great job on this spreadsheet. May I know when the 14/15 would be out? Thanks!

  • Andy Verwer posted 2014-01-07 14:11:00.0 (96)

    Super job thank you. Very useful. It seems that the company/sole trader sheet is slightly more difficult to use than the personal tax sheet because of the numerous cross references. Just a suggestion - can you perhaps highlight more clearly the boxes where the user can input their data. Alternatively just include some instructions on which boxes to edit. Thanks again.

  • Rob posted 2013-12-06 17:07:00.0 (95)

    Many thanks, the only problem is I earn commission that varies from month to month. Is there any way this could be included so I could add my commission value in manually and calculate tax, NI etc...?

  • John posted 2013-09-04 08:34:00.0 (94)

    I have a toolbar which has a lot of links to all the best sites, I would like to add your site if you don't mind. the excel sheet is great and a lot of the office staff that use my toolbar would make great use of the sheet you have designed. John

  • Pete K posted 2013-08-31 16:42:00.0 (93)

    Superb tool, many thanks. As someone else has requested, any chance of a tax code option. and or an BIK allowance cell to help balance etc... I've donated too and an incentive to add the above element. Cheers

  • Matt posted 2013-05-03 21:29:00.0 (91)

    A couple of people pointed out the taper deduction error. I believe this can be rectified by changing cell C22 to: =IF((C3-G23)<0,0,IF(((C3-C13)-G23)/2>C20,C20,((C3-C13)-G23)/2)) Can somebody with a few more expertise verify this please? :) PS love this spreadsheet, thanks for putting it together!

  • Vee posted 2013-04-23 15:50:00.0 (90)

    Nice work. When is the 2013/2014 will be available? Thank you.

  • Mike H posted 2013-03-05 14:19:00.0 (89)

    Love the sheet but the taper deduction is incorrect. See http://www.hmrc.gov.uk/incometax/adjusted-net-income.pdf for details.

  • AJ posted 2013-02-20 11:27:00.0 (88)

    This sheet is wrong. it does not calculate the tapper of personal allowance correctly. The formula is based on Gross Earnings, but should be net of Pension.

  • Atul posted 2012-08-30 11:17:13.978625 (85)

    This calculator is great.

  • David posted 2012-07-26 15:38:17.827949 (84)

    Great workbook. Would be useful if you could enter your individual tax code too.

  • andrew posted 2012-07-24 23:12:18.932226 (83)

    thank you very much for this - very useful and thank you for making it availabe to everyone. if i use it a lot i will of course contribute.

  • Nishant posted 2012-06-15 17:10:36.528011 (82)

    Thank you very much. Awesome. I have been looking for this for a long time. Thanks to Google as well for directing to your portal.

  • PRAR posted 2012-05-23 22:59:55.946069 (80)

    Great work. Any chance of adding in a bit for dividend income on shares?

  • Simon posted 2012-05-19 08:25:20.556465 (79)

    Absolutely brilliant, thanks for sharing... cheers!

  • Nick posted 2012-04-26 10:38:58.699168 (77)

    Brilliant - thanks!

  • old_Geoff posted 2012-04-10 14:39:52.686162 (76)

    A very useful and easy to use spreadsheet but there is no mention of married couples allowances

  • Quentin Holland posted 2012-04-03 15:03:28.443669 (75)

    Hi Paul- really good calculator, thanks. Do you by any chance have one for pension incioome (i.e. without NI) Many thanks

  • Paul Banks posted 2012-03-27 00:35:53.473497 (74)

    @Glen, See above.

  • Glenn posted 2012-03-15 20:38:19.084949 (73)

    Hi Pual did you get around to doing a monthly version of the spreadsheet as asked in post 17?

  • Paul Banks posted 2012-01-10 11:49:12.658294 (71)

    Andrew, this is now in the 2011 and 2012 versions. You just need to change the age field. Let me know if that works for you!

  • Andrew Platt posted 2012-01-09 21:04:43.929348 (70)

    Will you be able to add a field for over 65s and over 75s to take account of their increased allowances?

  • NickR posted 2011-12-05 14:37:17.615493 (68)

    Many thanks for this and for making it available for free. Suggestions for future enhancements - Interest income Dividend income Other income e.g. Rental income.

  • Ian posted 2011-10-09 22:26:10.439875 (64)

    Is there any way this could be updated to specify an age, pension contributions, blindness and student loans? I've tried to do it myself but it is a bit confusing!!

  • Alan posted 2011-08-30 14:46:57.34963 (62)

    Remember to add pension contributions (and other allowable expenses) to the allowances (RHS of the sheet). Though please correct me if I'm wrong.

  • Chris Turner posted 2011-08-28 10:05:20.223529 (61)

    thanks for the old years. I tried HMRC software and it does not allow old years.

  • Neil posted 2011-08-24 09:53:16.51901 (60)

    Thank you so much for this. I was getting really frustrated attempting just half of what you've given us!

  • Mark posted 2011-08-21 18:52:58.668639 (59)

    Really useful calculator. It would be good to see the basis of the calculations as cell comments. Thanks for posting FOC

  • Kumar posted 2011-07-28 11:31:01.168265 (56)

    Really helpful, thank you.

  • Wilkes posted 2011-05-07 13:18:06.839535 (51)

    Thanks, that's awesome! My only suggestion is to amend the sheet so you can put in multiple gross salaries so you can do a quick comparisons. I've cheated and used a macro to provide the net annual/monthly/weekly salaries for all salaries from 50k to 150k in increments of 5k. Wilkes

  • Andy F posted 2011-05-03 11:28:23.531887 (50)

    Thanks. Really helpful. Appreciate the time you have put into this and for making it available.

  • Jim posted 2011-04-30 12:16:54.903823 (49)

    Many thanks for sharing your spreadsheet.

  • Rajan posted 2011-04-03 09:20:58.012692 (45)

    Just wanted to say "thanks" - very useful to crosscheck my tax deduction...i had a feeling i was paying more....

  • Clive posted 2011-04-01 16:03:43.672032 (44)

    Googled and came here - thank you. And I have added a couple of lines which enable me to enter gross salary then the pension which it take out as a salary sacrifice before tax. I had not quite realised how much tax that was saving me!

  • Aidan posted 2011-03-30 09:59:16.956074 (43)

    Ideal - Just what I wanted. I was just about to make one, but you've done it much better ! Have you considered combining historical years onto seperate sheets in the same book ? Could even have a year by year summary sheet ! I don't suppose you have any previous years ? Thanks.

  • Chris Hart posted 2011-03-30 08:36:32.347743 (42)

    Getting my annual updated version! Thanks yet again for such a helpful tool

  • Glenn Atterton posted 2011-03-20 23:31:06.27669 (40)

    Is it possible for you to make a monthly tax calc so I can add in bonus's and overtime pay etc?

  • Dave posted 2011-03-15 20:34:41.438809 (39)

    Just wanted to say "thanks" for the 2011/2012 Tax Calculation - shows me how much worse off I'll be in 2011/12 though!

  • James Forsyth posted 2011-03-13 12:23:43.394956 (38)

    Excel version 2011/2012 Thanks great but will you be updating it with maybe a Overtime column or row most grateful

  • Rich F posted 2011-02-26 22:38:22.933509 (35)

    Started to prepare a spreadsheet myself but then realised that it isn't as straightforward as you first think. Then thought, someone must have done this already and a quick Google search reveals that you have!!! :-) Thanks very much for sharing your hard work and great to see the OpenOffice version.

  • Mike posted 2011-02-12 22:04:52.623551 (32)

    Back again for 2011-2012 version. Thank you very much!

  • Omar posted 2011-02-06 15:01:48.120926 (31)

    Thanks!! :) Very good sheet...

  • Dan posted 2011-02-04 15:26:34.589719 (30)

    Thanks so much for sharing your tax spreadsheets! You are an absolute star and saved me a ton of time!!

  • Peter posted 2011-02-02 14:23:41.299786 (29)

    Great work! Useful for future budgeting... :o)

  • Jim posted 2011-01-24 16:10:14.741528 (27)

    Many thanks! Excellent work. Digging the openoffice version. Hate excel. Thanks again!

  • Andrew posted 2011-01-20 08:21:37.908392 (26)

    The PAYE calculator is great. I do hope you are planning to update for 2011-2012!

  • Terry posted 2011-01-19 16:48:11.182724 (25)

    excellent stuff keep up the good work!

  • Mike posted 2010-09-27 15:38:43.996301 (16)

    Thank you very much for sharing this, goes well with my home made spreadsheet for calculating income and expenses. Great the see an OpenOffice Version too.

  • Rosy posted 2010-09-05 20:14:02.858272 (10)

    Thanks for putting this together and allowing others to use it for no charge. It could be very poplular with the PAYE tax underpayments/overpayments suggested by HMRC.

  • Mark posted 2010-08-09 15:14:01.195647 (2)

    Thanks for this! It's really helpful!