Templates
Free tax and bookkeeping templates
Templates Countify has made for the records small businesses, landlords and directors keep most often. Spreadsheets read their rates from a separate sheet filled from the same figures our calculators use, so they update when the rates do. Printable PDFs are free to download; the editable Word and Excel versions are emailed to you. Each page explains how to use the template and what every field means.
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- TemplateMileage logA mileage log records each business journey: the date, where you went, why, and the miles.PDFExcel
- TemplateDividend voucherA dividend voucher is the record a limited company issues each time it pays a dividend.PDFWord
- TemplateLandlord income and expenses trackerA landlord income and expenses tracker records every rent receipt and cost through the tax year, so the property pages of your tax return take minutes.Excel
- TemplateSole trader income and expenses trackerA sole trader income and expenses tracker records every sale and business cost through the tax year, so the self-employment pages of your tax return come straight from the totals.PDFExcel
- TemplateWorking from home expenses sheetIf you're self-employed and work from home, you can claim either HMRC's flat rate or the business share of your actual household costs.Excel
- TemplateCash bookA cash book is a running record of every payment into and out of a business bank account, with the balance after each line.Excel
- TemplatePetty cash logA petty cash log records every top-up to a business's cash float and every small payment made from it, with a voucher number and a running balance.PDFExcel
- TemplateInvoice registerAn invoice register lists every invoice a business issues, with its unique number, customer, amounts, due date and what has been paid.Excel
- TemplateFixed asset registerA fixed asset register lists the equipment, vehicles and fixtures a business owns, with the date bought, the cost, the capital allowance claimed and what happened when it was sold or scrapped.Excel
- TemplateDirector's loan account registerA director's loan account records money a director takes from or puts into their company that isn't salary, dividends or expense repayments.Excel
- TemplateDividend registerA dividend register is a company's running list of every dividend it declares and pays: the date, each shareholder, the shares held, the amount, and the voucher and board minute behind it.Excel
- TemplateCIS deductions registerA CIS deductions register records each monthly payment and deduction statement a subcontractor gets from contractors: gross pay, materials, the deduction taken and the net paid.Excel
- TemplateCrypto transaction logA crypto transaction log records every time you acquire or dispose of tokens, in pounds, with the tokens held and the pooled cost before and after each disposal.Excel
- TemplateShare pool CGT worksheetWhen you buy shares of the same type in a company at different times, HMRC pools them in a Section 104 holding at their average cost.Excel
- TemplateCash flow forecastA cash flow forecast plans the money you expect to come into and go out of the business bank account each month, and carries the balance forward, so you can see a shortfall coming before it happens.Excel
- TemplateInvoice templateAn invoice must show a unique number, your business name and address, the customer's name and address, a description of what you supplied, the supply and invoice dates, and the total owed.PDFWordExcel
- TemplateBoard minutes: dividendBoard minutes for a dividend record the directors' meeting that decides to pay it: who attended, the profits available to cover it, the amount per share, the payment date and who is paid.PDFWord
- TemplateBoard minutes: approve accountsBoard minutes approving the accounts record the directors' meeting at which the annual accounts are approved and a director is authorised to sign the balance sheet.PDFWord
- TemplateCredit note templateA credit note reduces or cancels an invoice you've already issued, for an overcharge, a mistake or an agreed reduction.PDFWord
- TemplateProfessional clearance letterA professional clearance letter is the enquiry a new accountant sends to a client's previous accountant before taking them on.PDFWord
- TemplateReasonable excuse statementA reasonable excuse statement explains to HMRC why you missed a filing or payment deadline, to support an appeal against the penalty.PDFWord
- TemplateGift Aid declarationA Gift Aid declaration is the donor's confirmation that lets a charity or CASC claim Gift Aid on their donations.PDFWord
- TemplateRecord retention scheduleHow long you keep records depends on the tax.PDF
Questions
Are the templates free?
Yes. The PDFs download directly, and the editable Word and Excel files are emailed to you free of charge.
Will the spreadsheets work in Google Sheets or LibreOffice?
They're built as standard Excel files with ordinary formulas, so they open in other spreadsheet programs too.
Do the rates update each year?
We regenerate the files when the rates change each April. Download a fresh copy at the start of each tax year.
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