UK Payments on Account Calculator 2026-27

Payments on Account catch thousands of sole traders off guard every January. This Excel calculator works out whether you're required to make advance tax payments, how much each one is, and when they're due.WHAT'S INSIDE🧮 Calculator Enter your income and expenses. The tool estimates your Income Tax and National Insurance (Class 2 + Class 4), checks the £1,000 threshold, and calculates your exact PoA amounts.📅 Payment Timeline Every HMRC deadline laid out clearly — balancing payment, 1st PoA (31 January), and 2nd PoA (31 July) — with your personalised figures pulled through automatically.📋 Instructions Plain-English explanation of what Payments on Account are, how the threshold works, and what to do if your income changes year to year.WHO IT'S FORUK sole traders and freelancers who want to avoid a surprise tax bill. Especially useful if this is your first year of self-employment or your income has jumped significantly.WHAT YOU GET UK_Payments_on_Account_Calculator_2026-27.xlsx — blank working version UK_Payments_on_Account_Calculator_2026-27_Demo.xlsx — pre-filled with example data Format: Microsoft Excel (.xlsx) — Excel 2016+ (Windows and Mac)This spreadsheet is a guidance and estimation tool only. It does not constitute tax advice. Always check HMRC guidance at gov.uk or consult a qualified accountant.

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