
On this page you'll find our helpful templates and factsheets. If you'd like information on any other topic, please get in touch.


Use this simple spreadsheet to keep track of all your invoices and expenses. Choose the 'VAT' version if you are registered for VAT, or the 'non-VAT' version if you aren't.

Use this template to keep track of your cash flow. Choose the 'VAT' version if you are registered for VAT, or the 'non-VAT' version if you aren't.

Use this template to put together a simple business plan financial forecast. For more complex plans, have a look at our Start-up package

Find out about the pros and cons of registering for VAT and the different VAT schemes that are available.

Not sure how you should legally structure your company? Have a look at this useful factsheet.

Check the dates that small businesses must start filing returns using the HMRC Online service