Year-end records checklist
Checklist for accountants
For accountants who want more small business clients before busy season.
Worksheet
How much to set aside for tax each month
How to use this worksheet
Share it with sole traders and new owners who worry about the next tax bill. Their figures show who needs help, and you can follow up with a real estimate.
What is inside
Work out your figureIncome for the year
What counts as a business costMaterials and stock: What you buy to do the work or sell on.
The dates to plan round31 January
Keeping the money out of reachA separate savings account. One you do not see in your everyday banking app.
How to use your figureOpen a savings account for tax and move the first month's amount.
Three title ideas for your own version
How much to set aside for tax each month
Your monthly tax savings worksheet
Never be caught out by a tax bill again
Where to promote it
LinkedIn and Facebook postsyour newsletterlocal business groupsan email to new sole traders
What goes in a tax savings worksheet?
A calculator for profit, the share to save and the amount to move each month, then the costs that count, the payment dates to plan round and how to keep the money out of reach.
Make this worksheet your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
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