Good morning, Alex.
Here's where things stand today.
⚡ Do this now
Set aside tax for April invoices — £1,240 due→
Invoice INV-009 is overdue — send a reminder→
Earned This Year
£68,400
↑ 12.4% vs last year
Tax Set Aside
£16,240
72% of estimate⚠️
Safe to Spend
£3,840
This month · after tax
This month · income vs tax set-aside
Invoice #ClientIssuedDueTotalStatus
INV-012Acme Corp01 Apr01 May£4,800Paid
INV-011TechFirm Ltd15 Apr15 May£2,400Sent
INV-009StartupXYZ22 Mar22 Apr£2,400Overdue
INV-008GlobalDesign01 Apr30 May£6,000Sent
INV-007Northlight Co15 Mar15 Apr£3,600Paid
INV-006Meridian Labs01 Mar31 Mar£1,200Draft
Quote #ClientIssuedValid UntilTotalStatus
QT-018Acme Corp08 May07 Jun£6,000Sent
QT-017BlueHorizon01 May14 May£4,800Sent
QT-016TechFirm Ltd10 Apr10 May£9,600Accepted
QT-015Meridian Labs20 Mar19 Apr£3,200Expired
QT-014GlobalDesign15 Apr14 Jun£7,200Accepted
QT-013Northlight Co01 Apr31 May£2,400Draft
⚠ Estimates based on 2026/27 UK tax rates. Consult a qualified accountant for personal advice.
Tax Owed
£16,842
Estimated · 2026/27
Set Aside
£16,240
72% · £602 short
Take-home YTD
£51,558
After all tax
SA Deadline
264
days · 31 Jan 2027
⚡ What to do next
Add £602 to your Tax Pot to reach your estimate
Claim home office expenses for April — you haven't logged any yet
Profit & Loss
Gross income£68,400
Allowable expenses− £5,220
Net profit£63,180
Personal Allowance− £12,570
Taxable income£50,610
Income Tax & NI
Basic rate · 20%£7,540
Higher rate · 40%£136
Class 4 NI · 6%/2%£2,264
Total tax£16,842
Tax Pot
£16,240/£16,842
Apr income+ £1,240
Mar income+ £980
Feb income+ £1,100
£ add contribution…