Hale & Sons Plumbing & Heating
Unit 4, Oakfield Yard, Bristol BS3 2QT
Report Period
Total Income
£29,130
1 categories
Total Expenses
£12,690
6 categories
Net Profit / Loss
£16,440
Profit
Taxable Income
£16,440
Net (never below zero)
Self Assessment (SA103) breakdown
Your categories mapped straight onto HMRC's self-employment boxes. Type into any box to override the calculated figure, or change a mapping below — all totals update.
Business income
Turnover (business income) Box 15 | |
Any other business income Box 16 |
Allowable expenses
Cost of goods bought for resale Box 17 | |
Construction industry subcontractor costs Box 18 | |
Wages, salaries and other staff costs Box 19 | |
Car, van and travel expenses Box 20 | |
Rent, rates, power and insurance Box 21 | |
Repairs and renewals of property/equipment Box 22 | |
Phone, fax, stationery and other office costs Box 23 | |
Advertising and business entertainment Box 24 | |
Interest and bank/credit card charges Box 25/26 | |
Professional fees (legal, accountancy) Box 27 | |
Other business expenses Box 30 |
Net profit (income − expenses)
£17,020
Capital allowances (equipment, vehicles, tools)
Box 49–59 · claimed separately from expenses
Taxable profit after allowances
£16,440
Category → HMRC box mapping
Job Income
Income · £29,130
Materials
Expense · £7,060
Subcontractors
Expense · £2,550
Vehicle & Fuel
Expense · £1,015
Insurance
Expense · £780
Accountancy & Admin
Expense · £705
Tools & Equipment
Expense · £580
Estimated tax due
Based on a taxable profit of £16,440 using 2025/26 UK rates.
Income tax
£774
On £3,870 taxable
National Insurance
£232.2
Class 4 contributions
Allowance used
£12,570
Personal allowance
Total tax due
£1,006.2
Effective rate 6.12%
Band breakdown
Estimate only — it assumes this business is your only income and ignores credits, other deductions and local taxes. Confirm figures with HMRC or your accountant.
National Insurance estimate
Based on a taxable profit of £16,440 using 2025/26 self-employed rates.
Class 4 NI
£232.2
6% on £3,870 + 2% on £0
Class 2 NI
£0
Not payable — contributions are credited automatically at this profit level
Total NI due
£232.2
Payable with your Self Assessment bill
Estimate only — thresholds and rates can change, and this excludes Income Tax. Check figures with HMRC or your accountant.
Making Tax Digital quarterly summary
Turnover, expenses by HMRC category and profit for each quarter, ready to copy into HMRC-recognised or bridging software.
Income tax so far, 2026/27
Based on everything you've earned since 6 April (7 of 12 tax months), using your tax code (standard 1257L).
Tax already paid only includes tax worked out on your income entries, plus the tax paid on other income added above. If tax was taken off your pay but not recorded on the income entry, "Still to pay" will look higher than it really is.
Estimate only. National Insurance is not included here.
CIS Deducted at Source
(tax already paid on your behalf)Gross invoiced under CIS
£2,634.48
CIS deducted
£140.8
Net received
£2,361.96
VAT Summary
(for this period)VAT on Sales
£4,854.99
VAT on Purchases
£1,559.99
Net VAT
£3,295
Income by Category
Job Income
8 transactions
£29,130
VAT: £4,854.99
Expenses by Category
Materials
6 transactions
£7,060
VAT: £1,176.66
Subcontractors
2 transactions
£2,550
Vehicle & Fuel
4 transactions
£1,015
VAT: £169.17
Insurance
1 transactions
£780
Accountancy & Admin
2 transactions
£705
VAT: £117.5
Tools & Equipment
2 transactions
£580
VAT: £96.66