Free Resources
Free Downloads
Practical checklists, HMRC forms, and templates to help you stay organised and compliant.
All resources are free to download with no email required. Designed by K&R Accountants for UK individuals, sole traders, and limited companies.
UK Tax Deadlines Calendar 2025/26
For anyone who needs to track UK tax deadlines
Print-ready calendar covering Self Assessment, Corporation Tax, VAT, PAYE, and CIS dates.
Includes:
- Self Assessment key dates
- Corporation Tax payment deadlines
- Quarterly VAT return dates
- Monthly CIS submission deadlines
- PAYE and pension payment dates
- National Insurance thresholds
Free to download. No email required.
CIS Tax Refund Checklist
For construction subcontractors claiming tax back
Know exactly what documents you need and which expenses you can claim before filing.
Includes:
- Required documents list
- Allowable expense categories
- Commonly missed expenses
- Record-keeping requirements
- Deadline reminders
- Step-by-step claim process
Free to download. No email required.
HMRC Starter Checklist (P46 Form)
For new employees without a P45
Official HMRC form to declare your tax status when starting a new job.
Includes:
- Student loan repayment status
- Previous employment details
- Tax code statement options
- Personal details section
- Declaration requirements
- Employer guidance notes
Free to download. No email required.
P87 Tax Relief Claim Guide
For employees with unreimbursed work expenses
Step-by-step guide to claiming tax relief on uniforms, tools, travel, and professional fees.
Includes:
- Eligibility requirements
- Claimable expense types
- Flat rate allowances
- Form completion guide
- Online vs paper claims
- How long claims take
Free to download. No email required.
Marriage Allowance Claim Guide
For couples where one partner earns under £12,570
Save up to £252 per year by transferring Personal Allowance. You can backdate up to 4 years.
Includes:
- Eligibility checker
- How much you can save
- Online application steps
- Backdating your claim
- What happens if you separate
- Impact on tax codes
Free to download. No email required.
Allowable Business Expenses Guide
For sole traders, freelancers, and company directors
Clear breakdown of what you can and cannot claim. Reduce your tax bill legally.
Includes:
- Home office costs
- Vehicle and travel expenses
- Equipment and technology
- Professional services
- Marketing and advertising
- Training and development
Free to download. No email required.
New Business Setup Checklist
For anyone starting a business in the UK
Everything from company registration to accounting setup in one checklist.
Includes:
- Business structure decision
- HMRC registrations required
- Bank account and software setup
- Insurance considerations
- Record-keeping basics
- First-year tax planning
Free to download. No email required.
Dividend Voucher Template
For limited company directors paying dividends
Editable template to document dividend payments. Legally required for every dividend.
Includes:
- Company details section
- Shareholder information
- Dividend amount and date
- Share class specification
- Tax credit calculation
- Signature fields included
Basic template for general guidance. Consult your accountant for complex dividend arrangements.
Simple Partnership Agreement Template
For two or more people starting a partnership
Covers profit sharing, responsibilities, and exit terms. Essential protection before trading.
Includes:
- Partner details and contributions
- Profit and loss sharing
- Roles and responsibilities
- Decision-making process
- Exit and dissolution terms
- Dispute resolution clause
Basic template for general guidance only. Does not constitute legal advice. Complex arrangements should be reviewed by a solicitor.
Board Meeting Minutes Template
For company directors recording formal decisions
Required for audit trail and Companies House compliance.
Includes:
- Meeting date and attendees
- Agenda items section
- Resolutions and voting
- Action points tracker
- Next meeting date
- Signature blocks
Basic template for general guidance. Ensure your minutes comply with your company articles.
Key Tax Dates 2025/26
Quick reference for the most important UK tax deadlines.
| Date | Event |
|---|---|
| 31 January 2026 | Self Assessment deadline for 2024/25 |
| 31 January 2026 | Second payment on account for 2024/25 |
| 5 April 2026 | 2025/26 tax year ends |
| 6 April 2026 | 2026/27 tax year begins |
| 31 July 2026 | First payment on account for 2025/26 |
| 5 October 2026 | Register for Self Assessment (if new) |
| 31 October 2026 | Paper tax return deadline for 2025/26 |
These are general deadlines. Your specific dates may vary based on your accounting period.
Need Help With Your Accounts?
Our team of ACCA regulated accountants can help you stay compliant and save tax. Contact us for a free consultation.
These resources are for general guidance only and do not constitute tax or legal advice. For advice specific to your circumstances, please contact a qualified professional.