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The UK Sole Trader Tax & CIS Checklist

A straightforward checklist for keeping paperwork under control. So you're not trying to rebuild the year from a carrier bag of receipts.

  • A simple weekly routine for invoices, receipts and expenses
  • What to keep for CIS deductions and payments
  • The records to have ready for Self Assessment
  • A calm way to keep tax admin moving during busy weeks

Built for the real world. This is guidance to help you organise your records, not personal tax advice. If your position is complicated, check with a qualified accountant.

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