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