CharteredTax Pot Planner
Use the amount and date provided by SBX. See the saving needed and any projected shortfall.
Open planner →Practical tools
Less guesswork. A useful result.
Try a browser-based planner or download one of the existing SBX spreadsheets. Keep your completed records private.
Use online
Job & Pricing Calculator
See your cost, contribution, margin and the effect of a discount.
Open calculator →Prepare my question
Turn the facts into a clear message for your account manager.
Prepare a question →Download a working spreadsheet
Save your own copy before entering anything. Read Start Here, use the input cells, and keep completed records in your private SBX channel. The public templates are not an upload destination.
Record your business journeys
Select the correct tax year and enter qualifying journeys. The spreadsheet does not decide whether a trip qualifies.
Download spreadsheet ↓Monitor VAT registration
Track your rolling turnover and the separate forward-looking test. Transfers and overseas-established businesses need a separate check.
Download spreadsheet ↓Claim personally paid expenses
Record supported business costs and amounts already reimbursed. A total is not approval of tax relief.
Download spreadsheet ↓Reconcile platform payouts
Connect sales receipts, refunds, fees, payouts and money still held. Use one platform and currency.
Download spreadsheet ↓Prepare draft dividend paperwork
Gather checked profit, cash and share details. Draft paperwork does not approve or declare a dividend.
Download spreadsheet ↓