A year-round checklist for freelancers and sole traders (and notes for limited company contractors) – registering, record-keeping, allowable expenses, the trading allowance, payments on account, National Insurance, VAT, Making Tax Digital for Income Tax, student loans, pensions and key deadlines.
Freelancers & contractors
Self-Employed Records, Tax and Making Tax Digital Checklist
About this document
Self-employed people are responsible for their own tax. Good records make the tax return straightforward, help you claim every allowable expense and avoid penalties. Making Tax Digital for Income Tax is now being phased in, which changes how records are kept and reported. This checklist covers the essentials.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
Freelancers & contractors
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
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