Get the whole kit, not just one tool.

Sole Trader Starter Pack

£19 one-off · yours forever

Five ready-to-use files, written for UK sole traders — plain English, HMRC-aware.

• Invoice template (Word + Google Docs) — a professional invoice you can fill in for any client: line items, VAT-ready totals, payment terms and bank details block.
• Client contract (Word + PDF) — a plain-English services agreement covering scope, fees, late-payment interest, revisions and who owns the work.
• Rate card & pricing worksheet (spreadsheet) — work out your floor rate after tax and NI, then build a one-page client-facing rate card with your real rates.
• Expense tracker (spreadsheet) — log every business expense in HMRC categories with running totals, so self-assessment is copy-paste.
• Self-assessment checklist & deadline planner (PDF) — every document to keep and date to remember from registering as a sole trader through filing day.

What we need from you: Nothing — pay and your download link arrives within 24 hours. Personal & commercial licence included; yours forever, free updates.

Done-for-you Setup

£49 one-off · back in 5 working days

Everything in the Starter Pack, personalised with your details — plus a bonus. No templates left half-filled.

• All five Starter Pack files, filled in with your details — invoice template, tailored client contract, rate card & pricing worksheet, expense tracker and self-assessment checklist.
• Client contract matched to your work type — design, development, consulting or services.
• Rate card worked out for you — floor rate after tax and NI using our pricing calculator, plus a one-page rate card with your real rates.
• Expense tracker pre-set up — HMRC categories relevant to your work and your bank details layout.
• Self-assessment checklist personalised — your name, business and first filing dates.
• Bonus: one-page business profile PDF — your services and prices in a clean format you can attach to emails or share with clients.

What we need from you: Reply to our welcome email with answers to seven quick questions:

1. What kind of work do you mainly do — design, development, consulting or other services? (We tailor your contract to it.)
2. Are you VAT-registered? If yes, please send your VAT number.
3. Your business address and phone number for invoices and contracts.
4. Bank details for the payment section of your invoice: bank name, sort code and account number.
5. Do you have a logo? Attach it if so — otherwise we'll use clean text branding.
6. How do you like to be paid — 14 or 30 days from invoice date? (We pre-fill the contract.)
7. When should we start — any specific deadline, e.g. before your first client?

Timing & tweaks: Everything back within 5 working days of payment; one round of tweaks included free (we answer within 2 working days).

Includes the full Starter Pack, so it's £49 total — not £19 + £49.