01 / Excel · .xlsxView full size ↗
Invoice template
Line items, totals with VAT if you charge it, and your payment details at the bottom.
The Sole Trader Starter PackReady for
Real pack pages · example details
Ready for
your next chapter.
An invoice, a client contract, a rate card, an expense tracker, a Self Assessment checklist and a short guide to the lot. They cover the paperwork from your first quote to keeping your records straight for the tax return.
Real pack pages · example details£19 one-off
Three Excel workbooks, a Word contract and two PDFs. You keep them, and any updates are free.
Buy the Starter Pack for £19 ↗Card payment through Stripe. The links come by email.
Want it filled in for you? Setup is £49 in total ↓PreviewsA page from each
A page from each
of the six files
These are real pages from the pack. The businesses and figures in them are made up. Tap or click a page to see it bigger.
02 / Excel · .xlsxView full size ↗
Rate card and pricing worksheet
Find the lowest rate you can afford to charge, then turn it into a rate card you can send clients.
03 / Excel · .xlsxView full size ↗
Expense tracker
Put each expense under a category and see what you've spent each month.
04 / Word · .docxView full size ↗
Client contract template
Gets the scope, the fee, revisions and who owns the work agreed in writing before you start.
05 / PDF · .pdfView full size ↗
Self-assessment checklist and deadline planner
What to do before you file, and the dates you can't afford to miss.
06 / PDF · .pdfView full size ↗
Read me first
A short guide to what each file is for and when you'll need it.
The details
What's in it, file by file
Sole Trader Starter Pack
£19 one-off · yours to keep
Six files written for UK sole traders, in plain English, with HMRC's categories and deadlines in mind.
- Invoice template (Excel spreadsheet, .xlsx): an invoice you can reuse for any client, with line items, totals that handle VAT, payment terms and a box for your bank details.
- Client contract (Word document, .docx): a plain-English services agreement. It covers the scope of the job, fees, interest on late payment, revisions and who owns the finished work.
- Rate card and pricing worksheet (Excel workbook, .xlsx): work out a day rate from the income you're after, the time you'll actually work and the tax allowance you choose, then turn it into a rate card for clients. It doesn't calculate your tax bill.
- Expense tracker (Excel workbook, .xlsx): log business expenses from 6 April 2026 to 5 April 2027 under categories that match HMRC's. It keeps running totals and a spending summary, which helps keep your records in order.
- Self-assessment checklist and deadline planner (PDF, .pdf): the steps and deadlines for filing your 2025/26 return, and how to keep your 2026/27 records in order, from registering through to filing day.
- Read me first (PDF, .pdf): a quick guide to what each file is for and what to do next.
What we need from you: nothing. Once your payment goes through, the download link is emailed to you straight away. A personal and commercial licence is included, the files are yours to keep, and updates are free.
Buy the Starter Pack for £19 ↗
You pay by card through Stripe's secure checkout.
Done-for-you Setup
£49 one-off · back in 5 working days
All six Starter Pack files with your details already filled in, and a one-page business profile on top.
- All six Starter Pack files, with your details put in where they're needed: the invoice template, a client contract written for your kind of work, the rate card and pricing worksheet, the expense tracker, the self-assessment checklist and the Read me first guide.
- Client contract matched to your work: design, development, consulting or other services.
- Rate card worked out for you: your floor rate after tax and NI, worked out with our pricing calculator, and a one-page rate card with your actual prices on it.
- Expense tracker set up for you: the HMRC categories that apply to your work, and the layout for your bank details.
- Self-assessment checklist personalised: your name, your business and your first filing dates.
- Extra: a one-page business profile PDF: your services and prices, laid out so you can attach it to emails or send it to clients.
What we need from you: answers to seven short questions in the welcome email we send after you pay.
The seven questions we'll ask
- What kind of work do you mainly do: design, development, consulting or other services? (We write your contract to suit it.)
- Are you VAT-registered? If yes, please send your VAT number.
- Your business address and phone number for invoices and contracts.
- Bank details for the payment section of your invoice: bank name, sort code and account number.
- Do you have a logo? If so, attach it. If not, we'll set your business name in plain text.
- How do you like to be paid, 14 or 30 days from the invoice date? (We fill this in on the contract.)
- When should we start? Tell us about any deadline, for example if your first client starts soon.
Timing and changes: everything comes back within 5 working days of payment. One round of changes is included free, and we reply to those within 2 working days.
The Starter Pack is included, so it's £49 in total, not £19 plus £49.
Book Done-for-you Setup for £49 ↗
You pay by card through Stripe. The welcome email with the seven questions follows straight after.
More templates
Smaller packs for one job
Keep your records in order, or take the next step on an overdue business invoice.
2026/27 edition · example figures
Year-End Bookkeeping Workbook · both editions
£12 one-off · yours to keep
One £12 purchase includes both editions: 2025/26 (6 April 2025 to 5 April 2026; online return due 31 January 2027) and 2026/27 (6 April 2026 to 5 April 2027; online return due 31 January 2028). For England, Wales and Northern Ireland. Each is a practical record-keeping aid with a rough tax set-aside estimate, not tax advice.
- Both editions include six Excel sheets: Start here, Income, Expenses with HMRC SA103S headings, Capital items, Quarterly totals, and a Self Assessment summary.
- Each edition includes a six-page PDF guide mapping your totals to the SA103S boxes. The 2026/27 guide uses the latest published form references; recheck them when the 2026/27 form is available.
Buy the workbook for £12 ↗
Card payment through Stripe. The links come by email.
Real pages · editable fields
Late-Payment Letter Set
£9 one-off · yours to keep
Four ready-to-edit steps for chasing an overdue business-to-business invoice, from a friendly reminder to a formal notice.
- Four editable Word letters: friendly reminder, firm follow-up, statutory interest notice with a figures table, and letter before action for limited companies and LLPs in England and Wales.
- Excel interest calculator: two sheets to work out interest and the fixed recovery sum.
- Two-page PDF guide: when to send each letter, including the separate Debt Claims Protocol route if your client is a sole trader.
For business-to-business invoices only. General information, not legal advice.
Buy the letter set for £9 ↗
Card payment through Stripe. The links come by email.
How ordering works
You pay online
The buttons above go to a Stripe checkout. You pay by card and it takes about a minute. There's no need to email us first.
The files come by email
Download links for the Starter Pack, workbook and letter set are sent as soon as payment goes through. If you've booked Setup, you'll get the welcome email with the seven questions instead, and we do the filling in.
After that
The download files are yours to keep. Starter Pack updates are free. Setup work comes back within 5 working days, with one round of changes included.
What if I change my mind?
If a download product isn't right for you, email us within 7 days of purchase and we'll give you a full refund. There's no form to fill in. See our terms for your legal cancellation rights.