Resources
Feel free to view our guides and templates below
Guides
How to Close or Restore a Limited Company
Discover the methods you can use to close down your limited company, and the implications of them.
6 minutes
Partnership Guide
Understand the rules and regulations for trading as a partnership with this helpful guide.
7 minutes
Sole Trader Guide
Discover everything you need to know about operating as a sole trader, including your deadlines and responsibilities.
7 minutes
Limited Company Guide
Discover the deadlines and responsibilities you need to know about when operating as a limited company.
8 minutes
Salary & Dividends Guide for Directors
Avoid the confusion and learn the most efficient way of paying yourself from your company.
3 minutes
PAYE Guide
New to employing staff and unsure where to start with PAYE? This guide will walk you through everything you need to know.
4 minutes
Benefits of Pandle Guide
Discover the unique benefits of using our Pandle bookkeeping software as one of our clients.
3 minutes
Auto Enrolment Guide
Understand what your responsibilities are for Auto Enrolment and workplace pensions if you're an employer.
4 minutes
Bookkeeping Guide
Learn the basics of bookkeeping to help you stay on top of the finances and make well-informed decisions in your business.
4 minutes
Understanding Self Assessment
Vital information on registering and completing your Self Assessment, to keep you compliant with HMRC.
4 minutes
Digital Marketing Guide
If you're starting a new business and will be advertising online then check out this handy guide.
7 minutes
Transferring Shares Guide
This can be a complex area, but our straight forward guide will remove any potential confusion.
3 minutes
IR35 Guide
Do you understand the implications of IR35 for your business? If not, then this guide is perfect for you.
7 minutes
VAT Guide for Small Businesses
Learn everything you need to know about VAT for your business, from registration to submission.
4 minutes
Maternity Pay Guide
This extensive guide will clarify the rules on maternity leave and pay for directors and employers.
5 minutes
Starting A Business Guide
So you're thinking of starting a new business? This guide will help you get started.
8 minutes
Deadlines and Penalties for Sole Traders
Learn more about the reporting deadlines you need to be aware of as a sole trader.
3 minutes
Making Tax Digital for VAT (MTD VAT) Guide
Understand the MTD record-keeping and reporting requirements for your VAT registered business.
2 minutes
Contractor Guide
Thinking about becoming a contractor? This guide covers all the factors you will need to consider.
5 minutes
Incorporating A Limited Company Guide
All you need to know about incorporating a limited company as a sole trader or partnership.
3 minutes
Construction Industry Scheme (CIS) Guide
Understand your tax obligations and how to register for CIS as a contractor or sub-contractor working in construction.
5 minutes
Paying Yourself Through Your Business Guide
Learn everything you need to know about paying yourself from your business, for both sole traders and limited companies.
3 minutes
Income Tax and National Insurance for Sole Traders Guide
Learn all you need to know with our guide.
4 minutes
Benefits of VAT Cash Accounting
Learn everything you need to know about the benefits of VAT Cash Accounting
3 minutes
Claiming Expenses When You Work from Home
Understand exactly what expenses you can and cannot claim for when working from home.
3 minutes
Claiming Business Expenses Guide
The topic of what business expenses you can claim for is a complex one. Let our easy to understand guide explain it for you.
5 minutes
New Employer’s Guide
Learn everything you need to know and prepare before hiring your first member of staff.
10 minutes
Franchising Guide
Everything you need to know about becoming a franchisee and buying into a franchise.
4 minutes
Director’s Loans Guide
Understand exactly what director's loans are and how to correctly account for them in your bookkeeping records.
8 minutes
Quick Tax Saving Tips Guide
Our guide to helping you and your business save money and operate in the most tax efficient way possible.
2 minutes
Reference Numbers and Codes for Limited Companies Guide
Keep track of the reference numbers and codes which identify your limited company.
2 minutes
Obligations and Deadlines for Limited Companies Guide
Understand the obligations and deadlines for limited companies.
3 minutes
Reference Numbers and Codes for Sole Traders and Partnerships Guide
Learn all you need to know with our guide.
2 minutes
Limited Liability Partnership Guide
Learn everything you need to know about Limited Liability Partnerships.
3 minutes
Corporation Tax for Limited Companies Guide
Learn everything you need to know about Corporation Tax for Limited Companies.
3 minutes
Pensions for Self-Employed Workers Guide
Learn everything you need to know about Pensions for Self-Employed Workers.
3 minutes
Making Tax Digital for Income Tax Guide
Learn everything you need to know about Making Tax Digital for IT.
2 minutes
Tax Residency Flowchart
An easy to follow flowchart to show whether you are a resident for UK tax purposes.
2 minutes
R&D Tax Credits Guide
The latest information regarding R&D tax credits for your business.
2 minutes
Templates
Director’s Minutes and Dividend Vouchers Help Sheet
Understand how to fill in the minutes and vouchers template.
Holiday Request Form Template
A formal holiday request form for your employees to complete.
Mileage Claim Form Template
Keep track of all your business miles, including the date, location and other relevant details of the trip.
Sales Invoice Template
If you’re still using Excel rather than software this template can create and track your invoices.
Employee Timesheet Template
This timesheet provides a template to track the hours, overtime, sick days and holidays of your employees.
Director’s Minutes and Dividend Vouchers Template
Claim your dividends using our minutes and vouchers template.
Business Plan Template
Download our free, easy-to-use business plan template to get started on the path to success.
Pitch Deck Template
Impress your investors with our handy pitch deck template that you can download and personalise for free!
Director Resignation Letter Template
Use our fuss-free downloadable template when writing your director resignation letter.
Privacy Policy Template
Stay compliant with data protection laws and build your own privacy policy for your website with our free template.
Payslip Template
Download our free payslip template that you can use as a guide to create payslips for the employees in your business.
Cashflow Forecast Template
View all the financial possibilities for your business with our free cashflow forecast template.