Our selection of helpful spreadsheet templates and guides
Templates & Guides
A selection of downloadable templates and guides to help with the book-keeping for your small business.
We have designed a series of accounting templates and guides to help with the everyday tasks of running a small business.
If there is anything missing, please let us know!
Want to keep you own records?
This bookkeeping template is designed for sole traders who want to keep their own accounting records.
Simply fill in the income and expenditure tabs on this excel spreadsheet and it will automatically populate an income and expenditure report to show your profit.
Do you use your car for work?
Whether you are a business owner, or employee, HMRC allow you to claim 45p per mile, for the first 10,000 business miles and 25p thereafter (annually April 6 – April 5). Use our mileage form to keep track of your mileage to ensure you claim back the right amount.
Do your employees get benefits?
If your employees receive benefits and you don’t have a dispensation in place, you must report these to HMRC on a P11D. They can be anything from travel and entertainment, to health insurance. Use our guide to see what is classed as a benefit.
Use this margin scheme template for your VAT records
If you are buying and selling second hand goods and have chosen to use the VAT margin scheme, you’ll need to keep detailed stock records. This template details all the information HMRC requires you to keep, for your VAT records.