Document Templates
Self-Assessment Tax Return Cover Letter
A ready-to-send covering letter for your Self-Assessment records, with an enclosures checklist so your accountant has everything first time.
Includes editable WordVAT Return Cover Letter
A covering letter for your quarterly VAT records, with a checklist of everything your bookkeeper or accountant needs to file under Making Tax Digital.
Includes editable WordEngagement Letter (Accountant-Client)
A full engagement letter and terms of business for an accountant and client: scope, responsibilities, fees, ID checks, data protection, liability, complaints and ending the engagement.
Includes editable WordPayroll Summary Report
A payroll summary for each pay run: gross pay, tax, NI, pension, student loan and net pay by employee, with employer costs and the PAYE payment due - as an editable spreadsheet.
Includes editable Word + ExcelManagement Accounts Pack
A complete monthly management accounts pack: summary dashboard, profit and loss against budget and last year, balance sheet, cash, debtors and creditors, KPIs and commentary prompts - with a working Excel version.
Includes editable Word + ExcelDirector's Loan Agreement
A full written loan agreement between a company and a director, with repayment, interest and default terms, plus the company law and tax points to check first.
Includes editable WordDividend Voucher
A dividend voucher with all the details HMRC and shareholders expect, plus the board minute to declare it and a quick check that the company can legally pay.
Includes editable WordP11D Expenses & Benefits Worksheet
A worksheet to gather every taxable expense and benefit for each employee by P11D section (A to N), with the Class 1A NIC working and the key deadlines - as an editable spreadsheet.
Includes editable Word + ExcelCash Flow Forecast Template
A 12-month cash flow forecast with opening and closing balances, every common receipt and payment line, VAT and tax payment reminders and an assumptions box - the Excel version does all the sums.
Includes editable Word + ExcelBoard Resolution
Board resolution templates for a private limited company: a written resolution signed by all directors and a short board-meeting minute, with wording for the most common decisions.
Includes editable WordShare Allotment Form
Everything for a new share issue in a private company: authority and pre-emption checks, board minute, allotment details for form SH01, register update and share certificate wording.
Includes editable WordConfirmation Statement Guide
A step-by-step guide and checklist for filing your company's confirmation statement (CS01): what to check, what has changed under the new Companies House rules, deadlines, fee and common mistakes.
Includes editable WordIR35 Assessment Worksheet
A detailed IR35 / off-payroll working worksheet: the key status questions with what points inside or outside, evidence to keep, who decides, and how to use it alongside HMRC's CEST tool.
Includes editable WordLimited Company Accounts Template
A year-end pack for small limited company accounts: records checklist, year-end adjustments, balance sheet and profit and loss layout, notes, deadlines and what your accountant needs from you.
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