Categories for the way you work
Start with software and subscriptions, subcontractors, training, travel, professional fees and insurance. Add a category for a specialist cost when needed.
Freelance / Professional Services · UK accounting softwareFocus on the client work.
Focus on the client work.
Keep your accounts in hand.
Consulting, design, development and professional services all come with admin. UKTax gives you a relevant category setup, customer invoicing, recurring schedules and a clear view of income and costs—without another pile of spreadsheets.
£9.99per company / month
+ VAT
+ VAT
£11.99 including 20% VAT. All business templates use the same package.
Card verification only. No trial payment. No automatic subscription at the end.
Made useful for
Freelancers, consultants, designers, developers and small professional service teams.
See all business types →Practical benefits for the work you doA useful setup.
A useful setup.
Tools that earn their place.
Spend less time organising the records and more time using what they tell you.
Invoices in the same workspace
Create clear customer invoices and print or download the PDF. Record payments and keep unpaid customer balances visible alongside your books.
Less admin for regular clients
Use recurring invoice schedules for regular customer billing. Organise repeat work without having to start every invoice from scratch.
Compare client projects
Enable the included project module to allocate income and direct costs to a client project. See subcontractor costs and other spending against the work they support.
Bring bank and PayPal records together
Upload exported CSV files, review the entries and allocate costs in one place. PayPal currency balances and GBP accounting values help make overseas receipts clearer.
See where the business stands
Review current profit and loss from processed entries. Balance sheet help keeps outstanding customer balances, assets, loans and missing opening information in view.
See how simple the everyday work can be
Keep the client work and the money connected.
- 1
Import your business activity
Bring in client payments and purchases from bank or PayPal CSV statements.
- 2
Allocate the direct costs
Give a freelance subcontractor's invoice the Subcontractors category and add the client project if you use projects.
- 3
Review your position
Check project figures, unpaid customer balances and the current profit and loss before taking on the next piece of work.
UKTaxExample entry
Willow Creative SupportIllustrative business payment
−£240.00CategorySubcontractors
Client projectWebsite refresh
Use this category next time too
VAT treatmentChoose after checking the invoice
Apply & process 1 entry
Category, allocation and VAT dealt with together. This is an example, not a live entry.
Start with something usefulCategories that already
Categories that already
make sense for your business.
These are the starting categories in the Freelance / Professional Services template. Add your own as your business grows.
- Sales and service income
- Other income
- General business expenses
- Software and subscriptions
- Travel and transport
- Professional fees
- Bank charges
- Subcontractors
- Business insurance
- Training
- Telecoms
- Advertising and marketing
- Accountancy and bookkeeping
- Office supplies and stationery
- Website and hosting
- Professional memberships
- Tolls and parking
- Payment processing fees
Client projects are optional. Enable them to separate work for customers while keeping everything in the same company accounts.
Your everyday records. The yearly picture.Know what is there.
Know what is there.
See what is still needed.
Current profit and loss shows the income and costs in your processed records. Balance Sheet Interpretation helps you review assets, stock, debtors, cash, creditors and loans alongside missing starting information.
The Ask UKTax yearly books review uses one credit and saves a practical report. Open that saved report again without spending another credit.
A clearer way to get the books right
- Check the statements you have brought in
- Review entries that still need a category or VAT check
- Find missing opening balances and supporting records
- Review property or project allocation where needed
- Use the saved yearly review to work through the next steps
One useful company packageRelevant setup.
Relevant setup.
The whole UKTax toolkit.
Bank and PayPal imports, simple allocation, invoicing, reports, balance sheet help and the project module are included in the same monthly subscription.
- Team and accountant access without a per-user charge
- Separate company workspaces under one login
- Ask UKTax credits included each paid month
- View and export your records if trial or paid access ends
Choose this template during business setup. Professional accountancy and external filing service charges are separate.
See the full pricing and features →One clear company package
£9.99 per company / month
Plus 20% VAT. Monthly total £11.99 including VAT.
- Bank and PayPal CSV imports
- Simple allocation with remembered categories and properties
- Current profit and loss, balance sheet help and VAT preparation
- PDF invoices and recurring schedules
- Business templates, projects, jobs and properties
- Team and accountant access without a per-user charge
- 20 Ask UKTax question credits each paid month, with unused credits rolling over
Verify your card through Stripe to start the trial. No trial payment is taken. Includes 5 Ask UKTax question credits. Choose whether to subscribe when your trial ends. One login can access several companies.
Clear answers before you startYour business.
Your business.
Your questions.
Can I use recurring invoices for a regular client?
Yes. Recurring invoice schedules are included, alongside PDF invoices and payment recording. They help organise regular billing; they are separate from a customer payment collection service.
Can I see the costs of one client project?
Yes. Enable projects, create the client project and allocate its income and costs. Project figures depend on the entries you have allocated and processed.
Can I record income received through PayPal in another currency?
Yes. PayPal imports keep currency balances separate and show the GBP accounting value. Review the conversion and supporting information before processing the receipt.
How do I start with this template?
Create your company workspace, then choose Freelance / Professional Services during business setup. You can explore before completing the full onboarding checklist. For an existing business, gather statements and opening balances when you are ready to use your records fully.
What is included, and how does the trial work?
Bank and PayPal CSV imports, entry allocation, invoicing, reports, projects, team access and 20 Ask UKTax question credits each paid month are included. The 30-day trial includes 5 question credits. Stripe verifies your card without taking a trial payment; you choose whether to subscribe at the end. Professional accountancy and external filing service charges are separate.
What VAT support is included?
Review VAT on your entries, plan period dates, see return figures and export the filing workbook for your external filing service. Direct HMRC VAT filing requires production approval. VAT treatment depends on the transaction and supporting information, rather than the template you choose.
Freelance / Professional Services · a simpler starting point
Keep your attention on the work your clients value.
£9.99per company / month
+ VAT
+ VAT
£11.99 including 20% VAT. All business templates use the same package.
Start your 30-day free trialCard verification only. No trial payment. No automatic subscription at the end.