Simple record keeping for the self-employed
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Good records don't need to be complicated. This cash book gives you one place to write down every payment in and out of your business – from your bank account and from cash – using categories you choose. It keeps running bank and cash balances, checks every line, totals everything by month, lays your year out in the same order as the self-employment pages of the tax return and estimates the income tax and National Insurance you'll owe, so you know how much to put aside.
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 payment in and out, with running bank and cash balances. What you do: one line per payment.
Step 2
Invoices you've sent and whether they've been paid. What you do: one line per invoice.
Step 3
Each category month by month, business income, expenses, profit and month-end bank balance. What you do: nothing to enter.
Step 4
Your year in the order of the tax return, plus the tax and NI estimate. What you do: optionally enter a use-of-home figure.
Who it is for
Quick start
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Your download link arrives as soon as payment clears.
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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