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Tax Reserve Calculator

Turn your latest monthly sales, expenses and VAT figures into an estimated set-aside. Built for UK and Irish businesses, with a manual planning mode elsewhere.

Example Monthly Set-Aside

UK company with £6,000 monthly sales and £2,000 monthly expenses

Corporation Tax estimate £760/month
VAT on sales less purchases £600/month
Suggested monthly transfer £1,360

Planning estimate. Payroll, salary and dividends are not included.

Keep Tax Money Separate From Stock Money

A regular transfer makes a future bill easier to handle. The calculator gives you a planning figure and shows what went into it.

Profit Tax Estimate

Estimate income tax and self-employed contributions, or corporation tax, for the supported UK and Irish setups.

VAT From Your Records

Use VAT charged on sales and reclaimable VAT paid on purchases. VAT is never guessed from your profit.

Manual Mode Elsewhere

Use your account currency and figures supplied by your bookkeeper or accountant. The tool does not invent local tax rules.

How The Tax Reserve Calculator Works

Choose the setup that matches your business, add monthly figures, then review the monthly and annual estimates.

1

Step 1

Choose Your Country And Business Type

UK sole traders can choose Scotland or the rest of the UK. Companies add the accounting details needed for corporation tax. Ireland has separate sole trader and company calculations.

  • UK sole trader or limited company
  • Irish sole trader or limited company
  • Manual planning mode for other countries
United Kingdom: 2026/27 income tax and Class 4 NI, or corporation tax.
Ireland: 2026 income tax, USC and Class S PRSI, or corporation tax.
Other: Your effective rate and monthly statutory amounts.
2

Step 2

Add Monthly Sales And Expenses

Enter average monthly sales and allowable business expenses. The calculator turns the monthly profit into an annual estimate, then asks for any extra details your setup needs.

  • Monthly sales and expense inputs
  • Other annual taxable income for sole traders
  • Conditional details for UK companies
  • Separate non-trading profit for Irish companies
Monthly sales £6,000
Monthly expenses £2,000
3

Step 3

Add VAT And Review The Breakdown

If you are VAT registered, enter output VAT from sales and reclaimable input VAT from purchases. The result keeps VAT and profit tax separate.

  • VAT due or expected repayment shown separately
  • Suggested monthly and annual transfers
  • Profit-tax component breakdown
  • Save the estimate for a later update
Monthly output VAT£900
Monthly reclaimable VAT£300
Monthly VAT set-aside£600

What The Estimate Does Not Include

The calculator has a clear boundary. It helps with a regular set-aside, but it does not prepare or file a tax return.

  • Payroll and PAYE
  • Director salary and dividends
  • Reliefs and deductions not entered
  • Filing dates and payment reminders

Ask your accountant or tax adviser to confirm your full position, payment dates and the amount you owe.

Frequently Asked Questions

Supported UK and Irish modes estimate income or corporation tax and the relevant self-employed social contribution. VAT-registered businesses can add VAT on sales and reclaimable VAT on purchases.
Enter the VAT charged on sales and the VAT you can reclaim on purchases. The suggested VAT set-aside is the difference. If purchases VAT is higher, the result shows the expected repayment separately.
Yes. The Other mode uses your account currency and figures supplied by you, your bookkeeper or your accountant. It does not guess local tax rules.
No. PAYE, employee payroll, director salary and dividends are outside this estimate. Ask your accountant how those affect your full position.
No. It gives you a planning estimate for a regular set-aside. Your accountant or tax adviser should confirm what you owe and when to pay it.

Build Your Monthly Tax Set-Aside

Use your latest sales, expenses and VAT figures to plan a regular transfer, then check the estimate with your accountant.

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