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Preview of the 13-Week Cash Flow Forecast Template (UK)Free
Money & bookkeeping

13-Week Cash Flow Forecast Template (UK)

Free 13-week cash flow forecast template in Excel: plan receipts and payments week by week for the next quarter and spot a cash shortfall early.

Excel (.xlsx)Google Sheets
Preview of the Accounts Payable Template with Aged Creditors (UK)Free
Money & bookkeeping

Accounts Payable Template with Aged Creditors (UK)

Free accounts payable template in Excel: track supplier invoices, due dates and payments, with an aged creditors summary of what you owe and how overdue.

Excel (.xlsx)Google Sheets
Preview of the Balance Sheet Template UK for Small BusinessesFree
Money & bookkeeping

Balance Sheet Template UK for Small Businesses

Free UK balance sheet template in Excel: compare three years of fixed assets, current assets, liabilities and equity, with a balance check for each year.

Excel (.xlsx)Google Sheets
Preview of the Budget vs Actual Template for UK Small BusinessesFree
Money & bookkeeping

Budget vs Actual Template for UK Small Businesses

Free budget vs actual template in Excel: set an annual budget, track year-to-date actuals and see the variance in pounds and per cent for each category.

Excel (.xlsx)Google Sheets
Preview of the Cash Book Template UK for Sole Traders and LandlordsFree
Money & bookkeeping

Cash Book Template UK for Sole Traders and Landlords

Free UK cash book template in Excel: log money in and out, keep a running bank balance, net VAT and year-to-date totals by HMRC category for MTD.

Excel (.xlsx)Google Sheets
Preview of the Cash Flow Forecast Template UK (12 Months)Free
Money & bookkeeping

Cash Flow Forecast Template UK (12 Months)

Free 12-month cash flow forecast template in Excel for UK small businesses: plan money in and out and see your closing bank balance month by month.

Excel (.xlsx)Google Sheets
Preview of the CIS monthly return template for contractorsFree
Money & bookkeeping

CIS monthly return template for contractors

Free CIS monthly return template in Excel. List subcontractor payments, get each deduction at the right rate, and see the return and HMRC payment dates.

Excel (.xlsx)Google Sheets
Preview of the CIS payment and deduction statement templateFree
Money & bookkeeping

CIS payment and deduction statement template

Free CIS payment and deduction statement template in Excel. Enter the work, gross and materials, and labour, the CIS deduction and net payment work out.

Excel (.xlsx)Google Sheets
Preview of the Credit note template UK with VATFree
Sales & purchasing

Credit note template UK with VAT

Free UK credit note template for Excel. Refund or reduce an invoice, quote the original invoice number and date, and credit the VAT at the right rate.

Excel (.xlsx)Google Sheets
Preview of the Daily Takings Sheet for UK Shops and CafésFree
Money & bookkeeping

Daily Takings Sheet for UK Shops and Cafés

Free daily takings sheet in Excel: record cash, card and online sales, refunds and the till float daily, with weekly and monthly totals and till variance.

Excel (.xlsx)Google Sheets
Preview of the Delivery note template for UK businessesFree
Sales & purchasing

Delivery note template for UK businesses

Free delivery note template in Excel. Record what was ordered and what was delivered, the carrier and box count, and get a signature on receipt.

Excel (.xlsx)Google Sheets
Preview of the Employee records template for UK small businessesFree
Operations & people

Employee records template for UK small businesses

Free employee records template in Excel: one row per person for job, start date, contract, pay basis, NI number, emergency contact and employment status.

Excel (.xlsx)Google Sheets
Preview of the Expense claim form template UK with VATFree
Operations & people

Expense claim form template UK with VAT

Free expense claim form template for UK employers in Excel. Staff log receipts by category, VAT is taken out of each receipt, and approval is built in.

Excel (.xlsx)Google Sheets
Preview of the Fixed Asset Register Template UKFree
Money & bookkeeping

Fixed Asset Register Template UK

Free UK fixed asset register template in Excel: record assets, depreciation by straight line or reducing balance, net book value and disposals.

Excel (.xlsx)Google Sheets
Preview of the Free invoice template UK with VATFree
Sales & purchasing

Free invoice template UK with VAT

Download a free UK invoice template for Excel. VAT works out per line, the due date follows your payment terms, and totals fill in as you type.

Excel (.xlsx)Google Sheets
Preview of the Free purchase order template UKFree
Sales & purchasing

Free purchase order template UK

Free UK purchase order template for Excel. Record the supplier, items, VAT, required-by date and delivery terms, with the order total worked out.

Excel (.xlsx)Google Sheets
Preview of the Free UK payslip template for small employersFree
Operations & people

Free UK payslip template for small employers

Free UK payslip template in Excel for small employers. Enter earnings and deductions, and gross pay, total deductions and net pay add up for you.

Excel (.xlsx)Google Sheets
Preview of the Gantt chart template with a 16-week timelineFree
Operations & people

Gantt chart template with a 16-week timeline

Free Gantt chart template for Excel. Enter up to 15 tasks with start and end dates and the weekly bars draw themselves across a 16-week project timeline.

Excel (.xlsx)Google Sheets
Preview of the General Journal Template for Journal Entries (UK)Free
Money & bookkeeping

General Journal Template for Journal Entries (UK)

Free general journal template in Excel for UK businesses: record double-entry journal entries and corrections, with a check that each journal balances.

Excel (.xlsx)Google Sheets
Preview of the Holiday entitlement calculator and leave trackerFree
Operations & people

Holiday entitlement calculator and leave tracker

Free holiday entitlement calculator in Excel: works out each employee's statutory leave (5.6 weeks, capped at 28 days) and tracks days taken and left.

Excel (.xlsx)Google Sheets
Preview of the Job costing template for trades and projectsFree
Operations & people

Job costing template for trades and projects

Free job costing template in Excel for UK trades. Set each job's quoted value against labour, materials and other costs to see gross profit and margin.

Excel (.xlsx)Google Sheets
Preview of the MTD Quarterly Update Template for Sole TradersFree
Money & bookkeeping

MTD Quarterly Update Template for Sole Traders

Free MTD quarterly update template in Excel: enter income and expenses by HMRC category and get cumulative figures, periods and deadlines for each update.

Excel (.xlsx)Google Sheets
Preview of the Pro forma invoice template UKFree
Sales & purchasing

Pro forma invoice template UK

Free UK pro forma invoice template in Excel. Ask for payment up front, show VAT per line, set a validity period, and mark it as not a VAT invoice.

Excel (.xlsx)Google Sheets
Preview of the Profit and Loss Template for the Self-Employed (UK)Free
Money & bookkeeping

Profit and Loss Template for the Self-Employed (UK)

Free self-employed profit and loss template in Excel, set out in HMRC's 15 expense categories, with adjusted profit for tax and a Class 4 NI estimate.

Excel (.xlsx)Google Sheets
Preview of the Profit and Loss Template UK for Small BusinessesFree
Money & bookkeeping

Profit and Loss Template UK for Small Businesses

Free UK profit and loss statement template in Excel: current year, prior year and variance, with gross margin, operating profit and profit after tax.

Excel (.xlsx)Google Sheets
Preview of the Project budget template with variance trackingFree
Operations & people

Project budget template with variance tracking

Free project budget template in Excel. Set budgeted costs for labour, materials, hire and travel, log actual spend, and see the variance on every line.

Excel (.xlsx)Google Sheets
Preview of the Project task tracker templateFree
Operations & people

Project task tracker template

Free project task tracker template in Excel. Assign up to 25 tasks with priority, due date and status, and see overdue work flagged in red automatically.

Excel (.xlsx)Google Sheets
Preview of the Property maintenance log template for landlordsFree
Landlord

Property maintenance log template for landlords

Free property maintenance log in Excel for UK landlords. Record each repair, contractor, date and cost, and see open jobs and total spend at a glance.

Excel (.xlsx)Google Sheets
Preview of the Quote template UK for builders and tradesFree
Sales & purchasing

Quote template UK for builders and trades

A free builders and construction quote template for UK trades. Price labour and materials by line, add VAT, and set how long the quote is valid.

Excel (.xlsx)Google Sheets
Preview of the Recruitment tracker for small UK businessesFree
Operations & people

Recruitment tracker for small UK businesses

Free recruitment tracker template in Excel. Follow up to 20 candidates from application to hire, with stage, channel and decision lists, and live counts.

Excel (.xlsx)Google Sheets
Preview of the Remittance advice template for supplier paymentsFree
Sales & purchasing

Remittance advice template for supplier payments

Free remittance advice template in Excel. Tell a supplier which invoices you are paying, list deductions and credit notes, and show the total paid.

Excel (.xlsx)Google Sheets
Preview of the Rent schedule template for UK landlordsFree
Landlord

Rent schedule template for UK landlords

Free rent schedule template in Excel for UK landlords. Track rent due and received for each property across the tax year, including part-year tenancies.

Excel (.xlsx)Google Sheets
Preview of the RTI payroll checklist with HMRC deadlinesFree
Operations & people

RTI payroll checklist with HMRC deadlines

Free RTI payroll checklist in Excel for 2026-27: monthly, quarterly and year-end payroll tasks with HMRC deadlines, owners and a live count of tasks left.

Excel (.xlsx)Google Sheets
Preview of the Section 8 notice tracker and notice periods (England)Free
Landlord

Section 8 notice tracker and notice periods (England)

Section 21 is abolished in England. Track section 8 notices instead: pick the ground, enter the date given, and the tracker works out when the notice ends.

Excel (.xlsx)Google Sheets
Preview of the Self Assessment Tax Calculator 2026-27Free
Money & bookkeeping

Self Assessment Tax Calculator 2026-27

Free 2026-27 Self Assessment tax calculator in Excel for England, Wales and NI: estimate income tax, Class 4 NI, balancing payment and payments on account.

Excel (.xlsx)Google Sheets
Preview of the Sickness absence tracker for Excel (UK)Free
Operations & people

Sickness absence tracker for Excel (UK)

Free sickness absence tracker in Excel for UK employers. Log each absence, count working days lost and see when a fit note is due, for any year.

Excel (.xlsx)Google Sheets
Preview of the Staff rota template: weekly shift plannerFree
Operations & people

Staff rota template: weekly shift planner

Free weekly staff rota template in Excel. Type shift times for up to 10 people and get each person's hours, total hours and FTE worked out for you.

Excel (.xlsx)Google Sheets
Preview of the Statement of account template for UK customersFree
Sales & purchasing

Statement of account template for UK customers

Free statement of account template in Excel. List a customer's invoices, payments and credit notes, with a running balance and amount outstanding.

Excel (.xlsx)Google Sheets
Preview of the Stock take and inventory template for ExcelFree
Operations & people

Stock take and inventory template for Excel

Free stock take and inventory template in Excel. Record stock levels and unit costs, see total stock value, and flag items to reorder automatically.

Excel (.xlsx)Google Sheets
Preview of the Take-home pay calculator for Excel (PAYE 2026-27)Free
Operations & people

Take-home pay calculator for Excel (PAYE 2026-27)

Excel take-home pay calculator for 2026-27: enter a salary and tax code to see income tax, employee NI, employer NI and net pay, per year and per period.

Excel (.xlsx)Google Sheets
Preview of the Tenant deposit tracker for landlords in EnglandFree
Landlord

Tenant deposit tracker for landlords in England

Free tenant deposit tracker in Excel for landlords in England. See each 30-day protection deadline, check the deposit cap, and log deductions and returns.

Excel (.xlsx)Google Sheets
Preview of the Trial Balance Template (UK)Free
Money & bookkeeping

Trial Balance Template (UK)

Free trial balance template in Excel for UK businesses: list each account's closing balance and check total debits equal total credits at the period end.

Excel (.xlsx)Google Sheets
Preview of the Weekly timesheet template UKFree
Operations & people

Weekly timesheet template UK

Free weekly timesheet template for UK employers in Excel. Log start, end and break times each day, including night shifts, and get total hours and pay.

Excel (.xlsx)Google Sheets

Need a spreadsheet for your MTD quarterly updates?

Our MTD bookkeeping workbooks and quarterly summary templates are set up for Making Tax Digital for Income Tax. Upload the completed .xlsx to aligned.tax to send your update to HMRC.