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Free Resources

Useful by itself, and free

Educational articles, checklists and downloadable resources. We are adding these now, starting with the topics readers ask about most.

Coming first

  • Article

    Getting ready for Making Tax Digital: where to start

    A short article on the first practical steps for sole traders.

    In preparation
  • Template

    Simple income and expenses record sheet

    A downloadable template for keeping tidy records.

    In preparation
  • Checklist

    Digital security quick-check

    A one-page checklist for your accounts and devices.

    In preparation