Essential know-how

Person in clearing 4

This section is for sole traders and is full of tax planning guides and tips & tools together with tax compliance checklists and our regular CPD updates.

Title Modified Date
A sole trader? Start here... 19 May 2026
Accounting periods and tax basis periods : Login or subscribe to read more... 29 January 2025
Accounting: Simpler Income Tax (cash basis)/fixed expenses 04 February 2025
Averaging claims : Login or subscribe to read more... 20 May 2026
Basis Period reform : Login or subscribe to read more... 04 June 2026
Basis Period reform: At a glance 04 June 2026
Carrier Bag Tax (link) 30 January 2025
Checklist: Year-end Accounts & Tax (self-employed) : Login or subscribe to read more... 19 May 2026
Claim a grant under the Self-Employed Income Support Scheme (closed) 22 May 2023
Do I have to prepare a balance sheet? 04 February 2025
Extracting profits (self-employed) : Login or subscribe to read more... 19 May 2026
Fixed assets accounts checklist : Login or subscribe to read more... 19 May 2026
GAAP: Unincorporated businesses : Login or subscribe to read more... 04 February 2025
Herd basis: Farming : Login or subscribe to read more... 19 May 2026
Late Tax Return? HMRC top 10 worst excuses 04 February 2025
Losses (sideways): Restriction for uncommercial trades : Login or subscribe to read more... 05 March 2026
Losses, trade losses and sideways relief : Login or subscribe to read more... 20 April 2026
Making Tax Digital: At a glance 19 May 2026
New client details form (self-employed) : Login or subscribe to read more... 24 May 2023
Practical Tax Toolkits & Checklists: signpost 18 May 2026
Sales/turnover: Tax compliance : Login or subscribe to read more... 06 February 2025
Tax planning for income at marginal tax rates 05 September 2024
Tax risk review : Login or subscribe to read more... 06 February 2025
Trading and Property Allowances: signpost 06 February 2025