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... 19 October 2026
Accounting: Simpler Income Tax (cash basis)/fixed expenses 04 February 2025
Appropriations to and from trading stock (self-employed and partnerships) : Login or subscribe to read more... 02 September 2026
Averaging claims : Login or subscribe to read more... 19 October 2026
Basis Period reform : Login or subscribe to read more... 04 June 2026
Checklist: Year-end Accounts & Tax (self-employed) : Login or subscribe to read more... 19 May 2026
Class 4 National Insurance Contributions (NICs) : Login or subscribe to read more... 03 September 2026
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 October 2026
Losses (sideways): Restriction for uncommercial trades : Login or subscribe to read more... 01 October 2026
Losses, trade losses and sideways relief : Login or subscribe to read more... 20 April 2026
New client details form (self-employed) : Login or subscribe to read more... 24 May 2023
Sales/turnover: Tax compliance : Login or subscribe to read more... 06 February 2025
Tax risk review : Login or subscribe to read more... 06 February 2025