Our limited company director tax calculator Excel spreadsheet is designed for individuals working through a limited company, as a sole director. Estimate your company and personal tax liabilities on a monthly and cumulative basis, helping you stay on top of your finances. Enter your salary, company pension contributions, staff costs, business income and allowable business expenses to estimate the company’s corporation tax liability, employer’s and employee national insurance contributions, personal tax (PAYE), and dividend tax.

With columns to enter monthly figures, the calculator estimates tax owing on a monthly and cumulative basis over the year. Suitable for use from the 2025/26 tax year, the calculator includes tax updates for the 2026/27 tax year. There is also an annual estimator for PAYE and dividend tax, which helps you optimise your salary and dividend income for tax. Detailed instructions are provided to help you complete the spreadsheet.

The calculator lets you track your cumulative company reserves. The calculator estimates the tax liability and national insurance for one director and includes the option to claim the Employer’s National Insurance Allowance of £10,500 if your company is eligible. Director NI calculations assume an NI letter of A.

The spreadsheet includes a section that estimates the cash to set aside as reserves to cover the annual corporation tax and dividend tax liabilities.

The calculator is suitable for individuals with the standard tax code 1257L and adjusted tax codes ending in letters L, P, T, Y, M or N. Director NI calculations are based on an NI letter of A.

The calculator is not suitable for companies with fixed assets where tax allowances form part of the corporation tax calculation. The calculator can be used just to calculate the director’s tax liabilities (PAYE, national insurance and dividend tax). The calculator is not suitable for Scottish taxpayers.

Personal Finance