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!

  Short Term Cash flow Forecast Template

Short Term Cash Flow Forecast

Poor Cashflow can be the end of an otherwise sucessful business.   Use our short term cash flow planner to show your pinch points, highlights and shortfalls in the month

Last modified: 10/11/2018

File Type: Excel

  Should you be submitting a Self Assessment?

Find out here in our handy guide whether you should be submitting a tax return/self assessment…

Last modified: 6/11/2018

File Type: PDF

  P11D Questionnaire

If you pay your employees expenses or provide any benefits, it's likely you will need to complete a P11D.

This P11D questionnaire will help you determine whether you need to complete one or not.

Last modified: 6/11/2018

File Type: PDF

  Self Assessment Check List

With each year that passes, there are more things to consider when completing your self assessment. We’ve put together this questionnaire to help bring together all the information you’ll need.

Last modified: 6/11/2018

File Type: PDF

  Useful Bookkeeping Template

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.

Last modified: 6/11/2018

File Type: Excel

  Mileage Tracker Form

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.

Last modified: 6/11/2018

File Type: Excel

  Payroll Starter Form

New Employee?

When you take on a new employee, it’s vital to get all their personal information before the payroll can be run.  Give our starter form to your new employees, to ensure that all relevant information is captured.

Last modified: 6/11/2018

File Type: PDF

  P11D checklist

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.

Last modified: 6/11/2018

File Type: PDF

  Paying HMRC

In Business? You'll have to pay tax!

HMRC accept payment by credit/debit card, BACS and Direct Debit. We have pulled together the bank details for the most common taxes you will need to pay.

Last modified: 6/11/2018

File Type: PDF

  Selling Second Hand Goods?

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.

Last modified: 6/11/2018

File Type: Excel

  Uniform Allowance

If you wear a uniform to work, you can claim an annual allowance from HMRC.  The amount depends on the job that you do.  Claims to HMRC can be made using the Form P87.

Last modified: 6/11/2018

File Type: PDF

  Other Employment Allowances

Employees are entitled to claim for costs incurred during their normal working activities.  Most employers will reimburse these, but if they don’t, or the amount they pay is under the rates given below, the difference can be claimed from HMRC.

Last modified: 6/11/2018

File Type: PDF

  Form P87 – to Reclaim Expenses from HMRC

If you need to claim employment expenses from HMRC, and the claim is under £2500 you can use form P87. For claims over 2,500 you will need to complete a self assessment tax return.

Last modified: 6/11/2018

File Type: Website

  Common VAT Schemes

There are several different VAT schemes to choose from.  The way you run your business and the type of transactions involved will determine which scheme is best for you.

Last modified: 6/11/2018

File Type: PDF

  Flat Rate VAT

Flat Rate VAT is available to all small businesses and can help to simplify VAT calculations and record keeping.  In some cases, businesses may gain financially from the scheme.

Last modified: 6/11/2018

File Type: PDF