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Free templates

UK business templates, free.

Seven PDF templates for UK limited companies, contractors and sole traders. Each one reviewed against current HMRC and Companies House requirements. Download, fill in, use. No email required.

UK invoice template

Every UK business issuing invoices

VAT-aware invoice template for UK businesses. Compatible with sole traders, limited companies and partnerships. Replace the bracketed placeholders.

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Monthly expense tracker

Sole traders, freelancers, small Ltd companies

One-page monthly expense log with HMRC-aligned categories. Use to reconcile bank statements before posting to your bookkeeping software.

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Limited company year-end tax checklist

Limited company directors

23-item checklist for the 4-6 weeks before your company year-end. Covers salary review, dividend timing, AIA, R&D claim prep and post-year-end filings.

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MTD for Income Tax quarterly checklist

Sole traders and landlords

Pre-MTD setup steps + per-quarter and end-of-period workflow. For self-employed and landlords with qualifying income over £50,000 from April 2026.

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Business mileage log

Anyone driving a personal vehicle for business

HMRC-compliant mileage log using AMAP rates (45p first 10,000 miles, 25p thereafter). Track 22 trips per page, auto-calculates the claim.

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Dividend voucher template

Limited company directors paying dividends

Companies Act 2006 compliant dividend voucher. Required by law for every dividend payment. Keep with company records for at least 6 years.

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Board minutes (interim dividend declaration)

Limited company directors

Template for single-director or multi-director Ltd companies. Minutes the dividend declaration and confirms distributable reserves were checked.

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About the templates

Every template is reviewed by James Holloway against current HMRC and Companies House requirements. They are not a substitute for tailored tax advice, but they cover the standard documents most UK limited companies, contractors, sole traders and small businesses need.

No email required. Share them freely with your team, your accountant, or your network. If something is wrong or out of date, get in touch and the editorial team will fix it.

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