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UK Self-Assessment Calculator

Free UK Self-Assessment calculator. Income tax + Class 4 NI for self-employed / sole trader profits in 2026/27.

Published

Compute Self-Assessment tax + NI on UK self-employed profit.

Total tax + NI due

Income tax

Class 4 NI (main)

Class 4 NI (add'l)

Your breakdown

Updates live as you type
ComponentBasisAmount

What your January bill is actually made of

For a sole trader, the Self Assessment bill is not one tax. It is income tax on your profit plus Class 4 National Insurance, and this calculator adds both. You enter net profit, the tool subtracts the £12,570 personal allowance, runs the remainder through the 2026/27 income tax bands (20% basic, 40% higher, 45% additional), and then layers Class 4 NI on top: 6% on profit between £12,570 and £50,270, and 2% on anything above. Class 2 NI sits in the background. Since April 2024 it is treated as paid with no cash to hand over, provided your profit clears the small profits threshold, so it adds nothing to the figure here.

A £45,000 profit, line by line

Run the default profit of £45,000. The first £12,570 is covered by the allowance, leaving £32,430 taxed at 20%. All of it sits inside the basic-rate band, so income tax is £6,486. Class 4 NI runs at 6% on the £32,430 between the thresholds, which is £1,946. Nothing reaches the 2% band because profit is under £50,270. Total due is £8,432, and net profit after tax and NI is £36,568.

About 81% of the profit lands in your pocket at this level. That ratio falls fast once profit climbs into the higher-rate band, because the marginal cost there jumps to 40% income tax plus 2% NI.

The payment-on-account surprise

Here is the part that catches new sole traders off guard, and it is the single most common complaint to HMRC about a first tax bill. Self Assessment is due by 31 January after the tax year ends. But once your bill passes £1,000, HMRC also asks for two payments on account toward the following year, each worth half your current bill. On a first return that means you settle the £8,432 in our example and immediately pay another £4,216 on account, so the 31 January cheque is closer to £12,648. A second payment on account follows on 31 July. Budget for roughly 150% of your first calculated bill, not 100%, or the January demand will hurt.

A practical tip on allowable costs

The figure that matters is net profit, not turnover. Before you type a number in, deduct every legitimate business expense: software, professional fees, mileage at HMRC approved rates, use-of-home, and equipment. If you trade through the cash basis, which is now the default for most unincorporated businesses, you record income and costs when money actually moves. Trimming £3,000 of genuine expenses off a £45,000 turnover saves you about £660 here, because each pound of profit at this level carries 20% tax plus 6% NI. Keep digital records as you go rather than reconstructing them in January, both because Making Tax Digital is steadily extending to sole traders and because a shoebox of receipts in the new year is how legitimate deductions get missed.

When is my first Self Assessment return due?

If you started trading in the 2025/26 tax year, you must register for Self Assessment by 5 October 2026 and file online by 31 January 2027. Miss the filing deadline and there is an automatic £100 penalty even if no tax is owed, with daily penalties stacking up after three months.

Does this cover dividends or rental income?

No. This calculator models sole-trader trading profit only. Dividends, rental profit, savings interest and capital gains all go on the same return but follow different rules and rates, so add those separately if they apply to you. Dividends, for instance, have their own £500 allowance and lower rates, and they do not attract National Insurance at all, so blending them into trading profit here would overstate your bill. If your tax affairs combine several income types, treat this figure as the trading slice and stack the others on top.

Frequently asked questions

Class 2 vs Class 4 NI?
Class 2 NI (£3.45/week as of 2024-25) was abolished from April 2024 for those earning above the small profits threshold. Class 4 NI is profit-based: 6% on profits £12,570-£50,270, 2% above.
What is the Self Assessment filing deadline?
The online filing deadline for a UK Self Assessment return is 31 January following the end of the tax year. For the 2025/26 tax year, that means filing by 31 January 2027. Paper returns must be filed earlier, by 31 October 2026. Missing the online deadline triggers an automatic £100 penalty even if no tax is owed.
What are payments on account?
If your Self Assessment bill exceeds £1,000, HMRC requires you to make two advance payments toward the following year's bill. Each payment on account is half of your current year's bill and is due on 31 January and 31 July. For a first-time filer this means your January payment can be roughly 150% of the calculated tax, so it is important to budget for this from the start.
Can I reduce my bill by claiming business expenses?
Yes. The tax is calculated on net profit, which is turnover minus allowable business expenses. Legitimate deductions include software subscriptions, professional fees, business mileage at HMRC approved rates, a portion of home costs if you work from home, and equipment under the Annual Investment Allowance. Every £1 of genuine expense deducted at the basic rate saves 26p in combined income tax and Class 4 NI.

Related calculators

Sources

  1. HMRC — Income Tax Rates and Personal Allowances 2026/27, HM Revenue & Customs
  2. HMRC — National Insurance Rates and Categories 2026/27, HM Revenue & Customs
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