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Templates

The templates we use every day

The files we actually work from for clients, not a collection scraped together. Download one, adapt it to your business and use it.

0 / 9 templates

Accounting & Tax 4

Year-end tax finalisation checklist

Every document and report to have ready before finalisation, tickable as you go.

Coming soon

Documents to keep for a tax inspection

What inspectors usually ask for, and the order to file it in so you can find it fast.

Coming soon

Bookkeeping templates for a small company

The basic ledgers for a business not yet on software, enough to reconcile and report.

Coming soon

Input and output invoice register

Track invoices by period, total the VAT automatically and flag ones missing paperwork.

Coming soon

People & Payroll 3

Payroll template with 2026 income tax formulas

Payroll with insurance and personal income tax built in, on the five-band 2026 schedule.

Coming soon

Timesheet template

Daily and hourly attendance, rolling up into the payroll sheet.

Coming soon

Employment contract with tax notes

A model contract, annotated where a clause affects income tax or compulsory insurance.

Coming soon

Company records 2

Company incorporation checklist

What to prepare and in what order, from choosing a name to initial tax registration.

Coming soon

Annual filing tracker

Monthly, quarterly and annual filing dates to tick off as they are submitted.

Coming soon

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Used only to send the file and to help if you ask. Never shared with third parties.