Free toolkit

The UK Freelancer Toolkit.

Four free downloads to keep your freelance business organised, paid on time, and ready for HMRC. Built by us, free forever.

  • Free forever — no card required
  • Built for UK Self-Assessment
  • Designed by accountants
  • Works alongside Ledgerly Pro

Tools & Resources

Income & expense tracking template

Pre-built CSV template with HMRC-friendly categories. Drop your transactions in; totals + tax-set-aside compute automatically.

Download .csv

“What you can claim” tax checklist

Every allowable expense category UK sole traders can claim against income — printable PDF with examples and gotchas.

Download checklist

Invoice template

Clean, VAT-ready invoice template in CSV — open in Excel, Google Sheets or Numbers. Customise once, send forever.

Download template

Mileage log

HMRC-accepted mileage log template (CSV) with current rates (45p / 25p) and journey-purpose fields.

Download log

Mini guide: How to automate your bookkeeping in 2026

A short, practical PDF walking you through the 5 highest-leverage automation steps for UK self-employed workers in 2026.

Get the PDF

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