00 / Checklists
Checklists
Practical checklists for routine finance, tax and company admin. Use them to confirm the important points before filing, sending or making a decision.
01 / Checklists
6 practical checklists.
Add checklist pages in Wagtail and reorder them with the display order field.
UK Invoice Checklist
Every legal UK invoice requirement in one practical checklist, with VAT, limited company and payment-term checks separated clearly.
Year End Information Pack
A structured year end checklist for UK limited companies: what your accountant needs, why it matters, and how to send it cleanly.
Switching Accountants Checklist
A practical handover checklist for UK limited companies changing accountants, covering timing, clearance, records, access and follow-up checks.
Annual Compliance Calendar
A practical annual deadline checklist for UK limited companies, covering Companies House, corporation tax, VAT, payroll and director Self Assessment dates.
Online Presence Checklist
A practical checklist for deciding what your business needs online, from minimum credibility signals to more advanced growth channels.
Sole Trader vs Limited Company Checklist
A decision checklist for UK founders weighing sole trader simplicity against limited company protection, credibility, tax planning and future growth.