Description
Sound familiar?
- Contractors deduct CIS on materials, or at the wrong rate.
- Missing monthly deduction statements at tax-return time.
- No idea what refund to expect after Self Assessment.
What the CIS Tracker does
Log every invoice with labour and materials separately, the date you were paid and what reached your bank. The sheet works out the right CIS deduction on labour only and flags any over-deduction. Tick off each monthly statement – the Dashboard shows which are missing. Add expenses and mileage, and the Year End page gives your figures for Self Assessment with an estimated refund.
What’s inside
- Start Here – what each colour means and a quick guide to every tab
- Dashboard – deductions this tax year, missing statements and over-deductions
- Payments – one row per invoice: labour, materials, date paid and amount received
- Statements – each monthly CIS payment and deduction statement
- Contractors – who pays you and the rate they deduct
- Expenses – business costs for your tax return
- Mileage – business journeys at HMRC rates
- Year End – your figures for Self Assessment and an estimated refund
- Settings – your details, VAT status, tax year and rates
Format
- Your blank spreadsheet (.xlsx, UK edition), ready for your business
- A filled-in DEMO copy, so you can see every tab working before you start
- A full PDF user guide: set-up, every tab explained, a routine, the rules that apply and answers to common questions
- Works in Microsoft Excel (Windows and Mac) and Google Sheets
- No macros, nothing to install, no subscription
- Yellow boxes are for you to fill in; the rest works itself out
Mix & match: pick any of our trade sheets – any 3 for 15% off, any 5 for 25% off. The discount is added in your basket.
How it works
- Buy and download the file straight away.
- Open it in Excel, or upload it to Google Sheets.
- Open the example copy and the PDF guide to see how it works, then fill in Settings on your blank copy and start typing your own.
Please note
This is a digital product — nothing will be posted. A record-keeping spreadsheet with estimates, not tax advice. It does not file anything with HMRC. For use in your own business only — please don’t resell or share the file.
Questions before you buy? Email hello@spreadsheetland.com — happy to help!
CIS Tracker FAQ
Is this for contractors or subcontractors?
For subcontractors who have CIS taken from their pay. If you pay subcontractors, see our Subcontractor Tracker.
Does it file anything with HMRC?
No. It keeps your records and works out estimates. You still do your Self Assessment yourself or with your accountant.
Is the refund exact?
No – it is an estimate to help you plan. It is not tax advice.
Do I need Microsoft Excel?
No. It works in Microsoft Excel, or free in Google Sheets.
Is it a subscription?
No. It is a one-off payment and the file is yours to keep. There are no monthly fees.
I’m not good with spreadsheets. Is this for me?
Yes. You type into the yellow boxes and everything else works itself out. There are no formulas to write, and the PDF guide walks you through it.
Can I see it before I buy?
Yes. Look through the screenshots above. Your download includes a filled-in DEMO copy and a full PDF guide as well as the blank spreadsheet.
Does it work on a Mac, iPad or phone?
Yes on a Mac: use Excel for Mac, or open it free in Google Sheets in your web browser. On an iPad or phone you can open it in the free Excel or Google Sheets app, but a computer is easier for setting it up.
Can I get a refund?
Because it is an instant digital download, I can’t offer a refund once the file has been downloaded. If the file is faulty and I can’t fix it, you were charged twice, or you received the wrong product, I will put it right or refund you. See the Refund Policy. This doesn’t affect your statutory rights.
How do I get my file?
It is an instant digital download. You will get a download link straight after checkout, and by email.
What if I get stuck?
Email hello@spreadsheetland.com and I will help you get set up.
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