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73 Parrin Lane, Monton,

Eccles, Manchester M30 8AY

Accountant Eccles Manchester near me

0161 399 8069

FREE ACCOUNTING DOWNLOADS & CALCULATORS FROM AN ACCOUNTANT

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We believe in making accounting simple. That’s why VintageTax.co.uk provides free downloadable checklists, templates, and guides for clients in Manchester and nationwide. Whether you need a self-assessment checklist, expense tracker, or payroll starter guide, you can find it here. All documents are verified and HMRC-compliant, created by Accounting Monton Village Ltd, Manchester - HMRC-AML Approved practice.


HMRC-Ready Accounting Calculators

Quick estimates for VAT, PAYE, CIS, CT, CGT & more · Last update: November 2025

Downloads & Forms — Updated 2025

Free UK accounting templates you can personalise with Accounting Monton Village Ltd details. Last update: November 2025.

VAT Invoice Template (UK)

HMRC-compliant invoice with supplier/customer details, invoice no./date, VAT rate, net/VAT/gross and payment terms.
DOCX Invoices
Download Word

Credit Note Template

Use to reduce/cancel a VAT invoice — references original invoice number and adjusts VAT correctly.
DOCX Invoices
Download Word

Pro-forma Invoice

Pre-invoice for deposits/advance payments. Includes validity and conversion to tax invoice notice.
DOCX
Download Word

Payment Receipt

Simple receipt for card/cash/bank with ref and VAT note if applicable.
DOCX
Download Word

Income & Expenses Tracker (Sole Trader)

Tabs for income, expenses (by category), mileage and a yearly summary.
XLSX Self-Employed
Download Excel

Self Assessment Checklist

One-page list of records needed for SA100 (employment, self-employment, property, investments).
DOCX
Download Word Download PDF

Landlord Income & Expenses (per property)

Tracks rent, allowable expenses, mortgage interest and repairs with per-property summary.
XLSX Landlord
Download Excel

Mileage Log (HMRC AMAP)

AMAP rates 45p/25p with monthly totals; great for P87 or SA claims.
XLSX
Download Excel

12-Month Cashflow Forecast

Inputs, monthly cash view and summary chart. Includes VAT timing toggle note.
XLSX
Download Excel

Dividend Voucher

Company name, reg no., shareholder, shares, amount/share and total; sign & file with minutes.
DOCX Limited Co.
Download Word

Board Minutes – Dividend

Interim/final dividend resolution with solvency statement; directors sign & file.
DOCX
Download Word

Director’s Loan Account Ledger

Track drawings/repayments; includes s455 and BIK reminder notes.
XLSX
Download Excel

VAT Registration – Info Capture

Questions we need for VAT1: activities, turnover forecast, schemes, bank, EORI/OSS.
DOCX VAT
Download Word

CIS Subcontractor Invoice (with CIS line)

Shows labour, materials, CIS deduction, and net payable – contractor friendly.
DOCX CIS
Download Word

CIS Monthly Deduction Statement

For contractors to issue to each subcontractor; includes UTR, verif. and tax month.
DOCX
Download Word

Company Formation Details Form

Company name choices, SIC, shares, officers, PSCs, registered/director addresses.
DOCX Company
Download Word

Confirmation Statement – Prep Checklist

What to confirm/update before filing (officers, PSCs, shares, addresses).
DOCX
Download Word

New Starter (PAYE) Checklist

Collects HMRC starter data: tax code declaration A/B/C, NI, student/postgrad loans.
DOCX Payroll
Download Word

Crypto CSV – Header Guide

Standard column headers for export/import (date, type, base, quote, qty, fees, txid, wallet).
TXT Crypto
Download TXT Guide Download CSV
Templates are for guidance; your final filings must reflect your actual records. For a fully tailored set, book a free consultation.

Downloads & Calculators — FAQ

Quick answers about our free templates, HMRC forms and web calculators.

Are these calculators HMRC-compliant?

They follow current 2025/26 rules for Income Tax, NI, dividends and VAT (Standard, Cash and Flat Rate Scheme including limited-cost checks). They’re guidance tools, not a filing.

When were the GOV.UK links last checked?

All HMRC/GOV.UK links on this page were reviewed in November 2025. If you spot a broken link, tell us and we’ll fix it promptly.

Can I use the paper forms instead of applying online?

Sometimes. HMRC has retired some paper forms (e.g. VAT652, VAT484) and requires the online service. Where paper is still accepted (e.g. 64-8, some PAYE forms), we link the official PDF.

Which VAT scheme should I choose?

Use our VAT tools: compare Standard, Cash and Flat Rate (with limited-cost rules). Sector-specific FRS rates are included. For edge cases, book a quick call and we’ll confirm the most tax-efficient option.

Are the templates and calculators free?

Yes, they’re free to use. Government or third-party fees may apply when you register or file with HMRC (e.g. VAT registration, Companies House filings).

Do you store any data I enter into the calculators?

No personal data is stored by these page-level tools. If you ask us for a quotation, we’ll only keep the details you choose to submit via our contact form, following our privacy notice.

Can you help me complete a form and file it?

Absolutely. We can review your documents, complete the form and submit it for you. Start with a free consultation or see our pricing for one-off filings.

Can you add a template that’s not listed?

Yes—tell us the HMRC code (e.g. CG34, SA302) or describe the task and we’ll add a verified link or create a client-friendly document version where allowed.

HMRC Forms — Downloads & Quick How-To

Tip: Use black ink & BLOCK CAPITALS if you must post a form. Keep copies of everything.
💳
Dealing with HMRC — Paying HMRC

All payment methods and deadlines in one place.

Open on GOV.UK
How to use
Pick your tax (SA, VAT, CT, PAYE) then follow the payment method you prefer (bank transfer, card, DD). Always include the correct reference.
🎁
Gift Aid — Model Declaration Forms

Official single / multiple donation templates for charities.

Forms & guidance
How to fill
Donor completes name, address and Declaration; charity keeps records for HMRC reclaim.
📄
64-8 — Authorising your Agent

Let us speak to HMRC for you (paper route).

Open on GOV.UK
How to fill
Match HMRC records exactly. Tick the taxes you want to authorise, sign/date, and post. Online authorisation is usually faster.
🧾
SA100 — Main Tax Return (2024–25)

Paper filing pack & all SA supplements.

SA forms page
How to fill
Only file by post if you cannot file online. Add the supplements (SA102–SA110) relevant to your income.
📘
SA150 — Guide: How to fill in your tax return

Official helpbook for SA100 & supplements.

Open guide
How to use
Check which pages you need, allowable expenses and common errors before you post or submit.
💼
SA102 — Employment

Employment income & benefits (from P60/P11D).

Form page
How to fill
Use P60 totals; add benefits from P11D or payroll. Include student loan if shown.
🧑‍🔧
SA103S/F — Self-Employment (Short / Full)

For sole traders (accounts & expenses).

Forms & notes
How to fill
Use Short if simple/small; Full for detailed accounts or adjustments. Keep records for 5+ years.
🤝
SA104S/F — Partnership (Short / Full)

Partners report their share of profits/losses.

Forms & notes
How to fill
Enter your partnership UTR and share as per SA800. Partners must also complete SA100.
🏠
SA105 — UK Property

Rental income & allowable expenses.

Form page
How to fill
Separate furnished holiday lets and residential. Keep mortgage interest figures if relevant.
✈️
SA106 — Foreign

Overseas income, tax paid and reliefs.

Form page
How to fill
Include foreign tax credits; attach computations for complex cases.
📜
SA107 — Trusts & Estates

Income received through a trust/estate.

Form page
How to fill
Use details from R185 provided by trustees/executors.
📈
SA108 — Capital Gains

Capital gains & losses summary.

CGT forms
How to fill
Report disposals & allowable costs; include computation/workings.
🌍
SA109 — Residence / Remittance Basis

Non-residence, split-year, remittance basis.

Form page
How to fill
Tick the boxes carefully; attach split-year calculations if used.
🧮
SA110 — Tax Calculation Summary

Totals, balancing payment & payments on account.

Form page
How to fill
Copy across the figures from your return/soft­ware to double-check the totals.
🆔
SA1 — Register for Self Assessment (not self-employed)

Get a UTR if you’re not registering as sole trader.

Register / guidance
How to fill
Provide NI, reason for SA (e.g. property income), and start dates. Online is quickest.
🧑‍💼
CWF1 — Register as Self-Employed

Creates UTR & Class 2 NI (if due).

Register online
How to fill
Have business start date, trade type, NI number and contact details.
👥
SA400/SA401/SA402 — Partnership Registration

Register the partnership and each partner for SA.

SA400 SA401 SA402
How to fill
Register the partnership (SA400) then each partner (SA401/SA402). Keep the UTRs safe.
🏦
Pay your Self Assessment tax bill

Ways to pay and references (no paper payslip needed).

How to pay
How to use
Use your 11-digit Self Assessment reference (UTR + K). Bank transfer is fastest.
🧑‍🔧
Starter checklist (replaces P46)

New employee starter details for PAYE.

Download / guidance
How to fill
Employee completes personal details and statement A/B/C; keep for your payroll records.
🔐
FBI2 — Authorise your agent for PAYE Online

Paper alternative to online authorisation.

Open on GOV.UK
How to fill
Complete employer details and PAYE reference; sign and post. (Online method preferred.)
🚗
P46(Car) — Tell HMRC about a company car

Report provided/withdrawn/replaced cars.

Service / deadlines
How to fill
Use PAYE Online or on-screen form. Keep CO₂ g/km, list price and fuel details to hand.
📄
P60 — Employer Guidance & Notes

Issue by 31 May; software produces the form.

Guidance
How to use
Ensure employee details match payroll; retain electronic copies for 3 years.
🤒
SSP1 — Statutory Sick Pay (not entitled)

Give to employees you can’t pay SSP.

Download SSP1
How to fill
Tick the reason SSP isn’t payable and give the form promptly so they can claim benefits.
📒
SSP2 — Statutory Sick Pay Record Sheet

Keep for payroll and audit trail.

Download SSP2
How to use
Record qualifying days, waiting days and amounts paid under your sickness policy.
📝
SC2 — Employee’s Statement of Sickness

Self-certification for short absences.

Download SC2
How to fill
Employee completes the dates and reason; keep with payroll records.
🎯
P11D & P11D(b) — Expenses / Benefits & Class 1A NIC

Now submitted online; working sheets available.

How to complete Working sheets
How to fill
Report non-payrolled benefits by 6 July; pay Class 1A by 22 July (19th by post).
🧰
P87 — Claim Tax Relief for Job Expenses

Postal claim up to £2,500 (or claim online).

Download / guidance
How to fill
List each expense type and amount; keep receipts. Over £2,500 → use Self Assessment.
💸
R40 — Refund of tax on savings/investments

For people not in Self Assessment.

Claim / guidance
How to fill
Enter interest/dividends and tax deducted; attach statements if requested.
🏦
R38 — Income Tax Repayment (postal / nominee)

Refund to you or a nominee by post.

Form & notes
How to fill
Add bank/nominee details and sign in wet ink; include evidence of overpayment.
🛑
P50 — Refund if you’ve stopped working

Current-year PAYE refund (no more work soon).

Claim / guidance
How to fill
You’ll need your P45 and last pay details. Special versions exist for pension flexibility.
✈️
P85 — Leaving the UK

Tell HMRC you’re leaving & reclaim PAYE tax.

Start on GOV.UK
How to fill
Complete online (print & post available in the flow). Keep travel/residency dates.
🪪
CA5403 — Get your National Insurance number by post

Request a NINO letter by post if app not suitable.

Form & address
How to fill
Complete online then print & sign; include ID if asked; post to the address shown.
🌍
CF83 — Voluntary NI while abroad

Apply to pay Class 2/3 NI while overseas.

Guidance / PDF
How to fill
Provide UK/overseas work history. HMRC will confirm eligibility and rates.
📑
R185 — Certificate of Tax Deducted (Trust/Estate)

For trustees/executors to give beneficiaries.

Forms & guidance
How to fill
Show gross income and tax deducted by type; sign as the person responsible.
👶
CH2 — Child Benefit Claim

Claim online or by post (CH2/CH2(CS)).

How to claim
How to fill
Include child details and birth certificate; can be backdated up to 3 months.
🏛️
CT41G (Clubs) — Details of Clubs, Societies & Voluntary Associations

Tell HMRC about a new club/society.

Form page
How to fill
Provide officers, activities and accounting dates. HMRC will set up a record for CT if required.
🏢
CT600 — Company Tax Return (v3) & Guide

Digital filing required; PDFs for reference.

CT600 v3 CT600 Guide
How to use
Most companies file via software or HMRC online; use the guide for box-by-box help.
💼
CT61 — Return of Income Tax on Company Payments

For interest/annual payments with tax deducted.

Form & notes
How to fill
Report each quarterly period; pay within 14 days of period end.
🧾
VAT Registration — Apply (VAT1) & Notes

Register online; paper only in exceptions.

Register for VAT VAT1 Notes (PDF)
How to fill
Have turnover forecast, activities, bank details, and scheme choice (standard, cash, flat rate).
👥
VAT2 — Partnership Details (with VAT1)

Add partners when registering for VAT.

Form page
How to fill
Each partner completes a section (name/NI/join date). Upload with your VAT1.
🧹
VAT7 — Cancel your VAT Registration

Online form (print & post if prompted).

Cancel on GOV.UK
How to fill
Give cancellation reason/date; keep a final VAT return and records for 6 years.
✏️
Change VAT Details (replaces VAT484)

Update address/bank/business details online.

Change details
How to use
Sign in to your VAT account and update directly; HMRC may ask for evidence.
🛠️
Correct VAT Return Errors (replaces VAT652)

Report significant errors digitally/in writing.

Report errors
How to use
Small errors may go on the next return; larger errors must be reported using the online service or in writing.
🔁
VAT68 — Keep a VAT Number on Transfer

TOGC / legal-entity changes.

Form page
How to fill
Old and new owners sign; include effective dates and VAT numbers.
🌐
VAT65A — VAT Refund for non-UK Businesses

13th Directive claims (with notes).

Form & notes
How to fill
Attach original invoices and continuation sheets; note claim deadlines.
📊
VAT600FRS — Apply to join the Flat Rate Scheme

Join or change to FRS (where eligible).

Form & guidance
How to fill
Choose trade sector percentage; check limited-cost trader rules before applying.
🏢
VAT1614A — Notify an Option to Tax (land/buildings)

Notify HMRC of your decision to opt.

Form & notes
How to fill
Give property details, option date and reason; keep 20-year records of the decision.
Can’t see a form you need? Tell us the code (e.g. SA302, CG34) and we’ll add the official link and a quick guide.

VintageTax is a trading style of Accounting Monton Village Ltd (Company No. 16637095). Registered office: 73 Parrin Lane, Monton, Eccles, Manchester, M30 8AY. AML Supervised • ICO Registered • Xero Partner | Practising Certificate No. 500129234 | MIAB (Member of IAB)