Sole trader. Sorted.
Run your trade.
Own your admin.
Practical digital tools for keeping records and building a quarterly routine. Made for sole traders across trades—not landlords, and not a substitute for tax advice.
Digital downloads. Practical guidance. No compliance shortcuts.
Our promise.
No smoke and mirrors.
The admin rhythm
A system.
Not another pile.
Whether you work on site, on the road or at a desk, the basics stay the same: capture the detail, keep the evidence, review regularly.
Quarterly is a routine—not a blanket filing rule.
Your reporting obligations depend on your circumstances. Check current GOV.UK rules and get professional advice when you need it.
Check GOV.UK record-keeping guidanceCapture the everyday
Give income, expenses and receipts a consistent home. Keep dates, amounts and supporting evidence together instead of scattered across messages and folders.
Close out the quarter
Work through a repeatable review: check your records, spot gaps, gather missing receipts and organise the next quarter before it starts.
Know what needs checking
Separate everyday admin from tax decisions. Use official guidance to check applicable rules, and take questions about your circumstances to a qualified adviser.
The downloads
Choose your next step.
Check each kit’s contents, format and current price before you buy. Choose the tools that fit the way you work.
General guidance only—not tax advice, accounting software or a filing service.
Make room for the work
Stop chasing paperwork.
Start a better routine.
Get a practical starting point for records you can find and quarters you can review.