Why this kit
- Plain-English guide to registering with HMRC: every step and deadline for your first year, including National Insurance and Making Tax Digital.
- First-year tax planner with a worked example of payments on account, so January 2028 is not a shock.
- Allowable expenses guide and simplified flat rates (55p a mile for 2026/27), so you do not overpay.
- Pricing worksheet and one-page business plan to check the numbers work before you spend money.
- Ready-to-use terms, client form, privacy notice, quote, invoice and payment reminders for any type of business.
- Includes our First Year Self Employed workbook: income, costs, mileage, and your January bill worked out.
Made for
Anyone in the UK who has just gone self-employed or is about to: any trade, full time or alongside a job.
Not the right fit for
Limited companies, partnerships, or anyone selling goods only (the terms are written for services).
What you get
- Start-up checklist (Word + PDF)
- Terms of service (Word + PDF)
- New client form (Word + PDF)
- Privacy notice (Word + PDF)
- Price list (Word + PDF)
- Quote (Word + PDF)
- Invoice and reminders (Word + PDF)
- Cancellation policy (Word + PDF)
- Complaints procedure (Word + PDF)
- Risk assessment (Word + PDF)
- Registering with HMRC (Word + PDF)
- Allowable expenses guide (Word + PDF)
- First-year tax planner (Word + PDF)
- One-page business plan (Word + PDF)
- Pricing worksheet (Word + PDF)
- First Year Self Employed bookkeeping and tax workbook for 2026/27 (Excel + Google Sheets) with a quick start guide
How it works
- Download the ZIP straight after you pay.
- Open the Word files in Word or Google Docs and fill in the parts highlighted in yellow.
- Send clients a PDF, print the forms, and track your income and tax in the workbook.
Do I need Microsoft Word?
No. The documents open in Google Docs (free), Word or Pages, and every one also comes as a print-ready PDF.
Do I need Canva?
No.
Is it a subscription?
No. Pay once and the files are yours to keep.
Is this legal advice?
No. They are templates and general UK information, checked against official sources on 25 October 2026. Check they fit your business and take advice if it is unusual.
When do I get it?
Immediately, as soon as payment clears.
The SmartSaver promise
Instant download, yours to keep — no subscription. If a file is faulty or not as described, email team@getsmartsaver.co.uk within 30 days for a replacement or a refund. Lost your download link? We re-send it free.
Templates and general information for UK sole traders — not legal, tax or professional advice.
Reviews
There are no reviews yet.