Free tools and downloads

• Making Tax Digital for Income Tax: practice onboarding pack

  From 6 April 2027 your sole trader and landlord clients with more than £30,000 of qualifying income need quarterly updates. You have to work out who is in, re-paper them, quote the work and chase the records. This is a planned workflow pack for that, and a free triage sheet to start with.

  Free No sign-up, nothing is stored

• Packaging EPR data pack for small producers

  If you are a small producer under packaging EPR, you report one file of packaging weights by 1 April 2027. The free generator formats the file but does not work out the weights. This is a planned workbook that does, and a free guide to the file today.

  Free No sign-up, nothing is stored

• Simpler recycling: what does my small workplace have to do?

  Answer two questions to see whether the workplace recycling rules apply to you now or from 31 March 2027, and what to separate. Nothing you tick is sent or stored.

  Free No sign-up, nothing is stored

• Am I in Making Tax Digital for Income Tax?

  Three questions tell you whether Making Tax Digital for Income Tax applies to you, and from which date. It works for landlords and sole traders, and nothing you tick is sent or stored.

  Free No sign-up, nothing is stored

• Does Martyn’s Law apply to my premises?

  Answer a few questions to see whether your hall, venue, church or club is likely to be in the standard tier, the enhanced tier or outside Martyn’s Law. Nothing you tick is sent or stored.

  Free No sign-up, nothing is stored

• Free printable pages

  Sample pages and checklists from our kits, as PDFs you can print or fill in.

  Free PDF downloads

The checkers run in your browser from the questions on the page. Nothing you pick is sent anywhere or stored. They give general information, not legal, tax or financial advice.