Free checklists

Practical checklists for busy practices.

One-page checklists you can print or save as a PDF. Tell us where to send the link and it opens straight away.

United Kingdom

MTD for Income Tax readiness checklist

18 checks across clients, software, workflow and client communication, for practices preparing for the 2027 and 2028 groups.

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United States

1099 year-end checklist for 2026 payments

14 checks from December to filing, updated for the $2,000 threshold and the February 1, 2027 deadline.

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