A clear statement of income, spending and debts – to agree affordable repayments with HMRC, lenders and other creditors
Secure checkout. Your file is ready in your client portal as soon as payment clears.
When you ask HMRC, a lender or another creditor to accept lower payments, they will want to see an income and expenditure statement. This workbook follows the same structure as the Standard Financial Statement used by debt advice services, so the figures are set out in a familiar way and offers are worked out fairly.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Every income and cost, converted to a monthly figure. What you do: enter each amount and how often.
Step 2
Priority debts first, then a fair share of what is left. What you do: one row per debt.
Step 3
You and your household. What you do: fill in once.
Step 4
Who it is for
Quick start
Your file is only released to your client portal once payment has cleared.
You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.
We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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