Subcontractor Tracker spreadsheet for Excel and Google Sheets
Subcontractor Tracker – statement
Subcontractor Tracker – monthly returns
Subcontractor Tracker – payments
Subcontractor Tracker – year-end
Subcontractor Tracker – whats included

Subcontractor Tracker — CIS Deductions, Monthly Returns · Subbie Paperwork Spreadsheet

£24.99

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Pay your subbies right and keep their paperwork in date. CIS on labour only, monthly return figures, printable statements and insurance expiry warnings. Works in Excel & Google Sheets. No macros, no subscription. Instant download: blank sheet, filled-in example and a full PDF guide.

Digital download, available immediately. By buying, including with Google Pay or Amazon Pay, you agree to immediate access and that your 14-day right to cancel ends once your download is available. See our Terms and Refund Policy.

Category:
PlumbersElectriciansBuildersJoinersRoofersDecoratorsLandscapersPlasterersTilersHeating engineers
Instant downloadLink straight after checkout and by email
Excel or Google SheetsMac, PC, Chromebook. No macros
Start Here guide built inPlain-English steps for every tab
Secure checkoutCard, Apple Pay and Google Pay

Sound familiar?

Insurance expired. You paid them anyway.

  • A sub’s insurance runs out and nobody notices
  • Working out CIS by hand every month
  • Statements and CIS300 figures pulled together at the last minute

That’s not a you problem. It’s a missing-system problem.

Why trades love it

Pay subbies right. Keep the paperwork in date.

  • Verification status recorded
  • CIS on labour only
  • Monthly return figures
  • Printable statements
  • Insurance and card expiry alerts
  • Retention handled

How it fits together

Set up each sub once. Every payment follows.

  1. SubcontractorsTax details, expiry dates
  2. PaymentsLabour and materials
  3. OK to pay?Paperwork checked
  4. Monthly ReturnsCIS300 figures
  5. StatementFor each sub
Subcontractor Tracker – the statement

The statement

A CIS statement for every sub.

Labour, materials, CIS deducted and net paid.

Rates20/30/0CIS rates covered
ReturnsEvery monthIncluding nil months
Fees£0One payment, yours to keep
Monthly fees£0One payment, yours to keep

What’s inside

9 tabs, one file. Click through them.

Start Here

What each colour means and a quick guide to every tab.

Your CIS300 figures, month by month

Monthly Returns

Every tax month, including nil months.

  • Due by the 19th
  • Gross, materials and CIS
  • Ready to type in online

Before and after

From guessing to knowing.

Without it

  • CIS worked out by hand
  • Expired insurance missed
  • Statements done late
  • Nil returns forgotten

With the sheet

  • CIS on labour only, worked out
  • Expiry warnings
  • Statements in one click
  • Every month accounted for

What you get

Everything in one download.

The Subcontractor TrackerReady for your business
A filled-in DEMO copySee it working before you add your own
Full PDF user guideSet-up and every tab explained
Colour themesPick one to match your business
Works everywhereExcel or Google Sheets, Mac or PC
Help if you’re stuckEmail me and I’ll help you set up

Up and running in an evening

Four steps.

  1. Buy and downloadThe link arrives straight away
  2. Open itIn Excel, or upload it to Google Sheets
  3. Check the DEMO and guideThen fill in your blank copy
  4. Start using itEverything else works itself out

Made for

  • UK tradespeople and small trade firms
  • Owners who do the paperwork themselves
  • Anyone who’d rather not pay monthly for software

Not for

  • Large firms with their own systems
  • Anyone wanting an app or online system
  • Tax, legal or safety advice

A record-keeping spreadsheet, not tax or legal advice. It does not file anything with HMRC or decide employment status.

Before you buy

Questions

Does it file my CIS300?

No. It gives you the figures for each monthly return – you still file it online with HMRC.

Is this for subcontractors?

No – it is for contractors who pay subcontractors. If you have CIS taken from your pay, see our CIS Tracker.

Can it tell me if a sub should be an employee?

No. It has a check column to remind you, and points you to HMRC’s employment status guidance.

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.

Ready when you are

Pay right. Stay covered.

£24.99 once. Download it now and add your subbies.

Buy now, instant download

More spreadsheets for trades →

Full product details, tabs list and notes

Description

Sound familiar?

  • A sub’s insurance runs out and nobody notices.
  • Working out CIS by hand every month.
  • Statements and CIS300 figures pulled together at the last minute.

What the Subcontractor Tracker does

Record each subcontractor with their UTR, verification status (gross, net or unmatched), insurance, licence and card expiry dates. "OK to pay?" tells you if anything is missing or out of date. Log each payment with labour and materials separately and the CIS deduction is worked out on labour only. Monthly Returns shows the figures for each CIS300, including nil months, and you can print a statement for each sub.

What’s inside

  • Start Here – what each colour means and a quick guide to every tab
  • Dashboard – what you have paid, CIS deducted, returns due and paperwork expiring
  • Subcontractors – tax details, verification status and expiry dates
  • Payments – each payment with labour, materials, retention and CIS
  • Jobs – what each job costs you in subs
  • Monthly Returns – the figures for each CIS300, including nil months
  • Year-End – totals per sub for the tax year
  • Statement – a printable monthly statement for each sub
  • Settings – business details, warning days and default retention

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

  1. Buy and download the file straight away.
  2. Open it in Excel, or upload it to Google Sheets.
  3. 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, not tax or legal advice. It does not file anything with HMRC or decide employment status. 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!

Subcontractor Tracker FAQ

Does it file my CIS300?

No. It gives you the figures for each monthly return – you still file it online with HMRC.

Is this for subcontractors?

No – it is for contractors who pay subcontractors. If you have CIS taken from your pay, see our CIS Tracker.

Can it tell me if a sub should be an employee?

No. It has a check column to remind you, and points you to HMRC’s employment status guidance.

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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