Free one-page download
The UK Sole Trader Tax & CIS Checklist
A straightforward checklist for keeping paperwork under control — so you are 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 — it is not personal tax advice. If your position is complicated, check with a qualified accountant.
When you are ready
Keep the checklist working all year.
TradeTally keeps invoices, expenses, CIS and tax-ready figures in one straightforward place.