PDF checklistSole traders & directors
Self Assessment preparation checklist
The documents to gather before your accountant starts your return.
Choose this resourceTHE BUSINESS TOOLKIT
Less paperwork panic.
More practical progress.
Useful little tools to help you get organised. Choose a resource, leave your details and download it straight away.
PDF checklist
Excel workbookSmall business owners
12 month cash flow planner
A branded Excel workbook with editable inputs, monthly cash balances and automatic totals.
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PDF checklistLandlords & property owners
Rental records organiser
Know what to keep for each property, without searching for receipts at year end.
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Self Assessment GuideFrom our existing toolkit
Self Assessment Guide
Our existing guide to preparing, registering, filing and paying your Self Assessment.
Choose this resourceSelf Assessment TrackerFrom our existing toolkit
Self Assessment Tracker
Keep your Self Assessment income and expenses organised in our existing spreadsheet.
Choose this resourceSelf Assessment ChecklistFrom our existing toolkit
Self Assessment Checklist
Access the existing checklist resource linked from our original website.
Choose this resourceMileage TrackerFrom our existing toolkit
Mileage Tracker
Record your business journeys with our existing mileage spreadsheet.
Choose this resourceYOUR FREE RESOURCE
Self Assessment Guide
Our existing guide to preparing, registering, filing and paying your Self Assessment.
A practical tool for your next step.
After submitting, you’ll receive a link to the original resource. Spreadsheet resources open in Google Sheets.
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