TidyReturn

For UK sole traders

Tidy up your Self Assessment expenses.

Send a year’s receipts or a bank export, and get back a clear, categorised spreadsheet and a one-page totals summary. Or download the same spreadsheet blank and fill it in yourself.

TidyReturn is a record-organising service, not a tax adviser. We do not file with HMRC, we do not calculate a tax bill, and this is not a substitute for an accountant.

See the two prices Read the important bit first

The online Self Assessment deadline for the 2025–26 tax year (6 April 2025 to 5 April 2026) is 11:59pm on 31 January 2027. Source: GOV.UK Self Assessment deadlines.

How it works

One sole trader, one UK tax year, one tidy file. Categories follow the expense boxes on HMRC’s Self-employment (full) pages, so the totals are easier to use when you sit down with your tax return or your accountant.

  1. Step 1

    Choose an option

    Pay for the done-for-you service, or buy the blank tracker and complete it yourself. Payment is handled securely by Stripe.

  2. Step 2

    Send your records

    For the done-for-you service, email receipts or one bank-CSV export after you pay. We only need what you already have — no special software.

  3. Step 3

    Get a tidy spreadsheet

    You receive a categorised workbook and a one-page summary. Anything unclear is flagged for you, not guessed.

Two straightforward prices

Both options use the same spreadsheet. Prices are in pounds sterling. This page does not take payment yet.

Instant download

£12 one-off, the blank tracker

The same spreadsheet, for you to fill in

  • A ready-to-use workbook with HMRC-aligned categories, drop-down lists, category totals and a one-page summary.
  • Opens in Microsoft Excel and LibreOffice Calc.
  • Yours to reuse for later tax years.
  • No receipts to send, and no turnaround wait.
Buy the tracker for £12

Secure checkout by Stripe. The spreadsheet is emailed to the address you pay with.

How to send your files

This applies to the £49 done-for-you service, after you have paid. The £12 tracker is a download only — you do not need to send us anything.

Email us after payment

Send your files to .

Please include:

  • your name and trading name, if you have one
  • the tax year, for example 2025–26
  • your payment reference
  • photos, scans or PDFs of receipts, and/or one bank-CSV export

We will reply to confirm we have a complete set. The 2 working-day turnaround starts from that confirmation. Working days are Monday to Friday, UK time, excluding UK bank holidays.

What we can and cannot take on

  • One sole trader and one tax year per order.
  • Up to 150 receipts, or one bank-CSV export — not both a large receipt pile and a full extra year.
  • If you are over the cap, we will say so and ask how you want to proceed. We will not silently drop items.
  • We organise and total what you send. We do not give tax advice, file a return, or work out what you owe.
  • Please keep your original receipts and statements. HMRC may ask to see them.

What’s in the file

Each completed workbook has a transactions list (date, merchant, description, amount in pounds, category, an optional VAT note, payment method and your own notes), a category totals sheet, a one-page summary, and a short instructions page. Categories use the official expense box names from HMRC’s Self-employment (full) pages (SA103F). Putting an item in a category does not mean it is an allowable expense.

If you want to check the official lists yourself, HMRC publishes guidance on expenses if you’re self-employed and on business records if you’re self-employed.

This is not tax advice

TidyReturn is a record-organising service for UK sole traders. We are not tax advisers, we are not a substitute for an accountant, and we do not act for you with HMRC.

The spreadsheet categorises and totals the figures you supply (or that we transcribe from the files you send). It does not decide which costs are allowable, it does not calculate a tax bill, and it is not a tax return. You — or your accountant — remain responsible for checking the figures and for your Self Assessment.

If you are unsure whether a cost is an allowable expense, read HMRC’s guidance or speak to an accountant or to HMRC.

Official sources used on this page

Contact

TidyReturn is based in London, UK. For questions about an order or the tracker, email service+tidyreturn@rightemp.co.uk.

Your files. If you use the done-for-you service, you send receipts or a bank export by email. We use those files only to prepare your spreadsheet, never share or sell them, and delete our copies 30 days after we return your workbook (sooner if you ask). Keep your own originals, as HMRC may ask to see them.

Refunds. If we cannot take on your order (for example it is well over the cap and you would rather not continue), we refund you in full. If you are unhappy with the finished workbook, tell us within 14 days and we will fix it or refund you. The £12 tracker is a digital download; if it does not open or work for you, email us for a refund.