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Just registered as
a sole trader?
Don't miss a thing.

Get the complete first-week checklist — every step from your UTR number to your first invoice, laid out clearly so you don't waste hours Googling at midnight.

Confirm your UTR and set up Government Gateway
Open a business bank account (free options inside)
Understand Making Tax Digital from day one
Protect yourself with the right insurance
Send your first invoice properly
✦ 100% Free — Instant Download
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⭐ Trusted by UK freelancers & sole traders
📄 1-page — takes 5 minutes to work through
🇬🇧 Up to date for 2026/27 tax year
🚀 Built by Task Orbit AI
What's inside

Everything you need to know
in your first 7 days

The checklist is split into five clear sections so you know exactly where to start — and what to do next.

🏛️
Legal & HMRC Registration
UTR confirmation, Government Gateway setup, National Insurance class, and your first Self Assessment deadline.
💷
Banking & Money
Which free business bank account to open, how much to set aside for tax, and how to choose accounting software.
💻
Making Tax Digital (MTD)
Plain-English explanation of MTD for Income Tax — whether it applies to you and how to get ready.
🛡️
Insurance & Protection
Professional Indemnity, Public Liability — which you need, what it costs, and where to look.
📝
Contracts & Rates
Why you need a contract template from day one, how to set your rates, and how to avoid scope creep.
🧾
Your First Invoice
Step-by-step walkthrough of sending your first invoice correctly — what must be on it by UK law.
Is this for you?

Made for people just like you

This checklist is for anyone who has recently registered (or is about to register) as a sole trader in the UK.

✓
You've just registered with HMRC and you're not sure what to do next
✓
You're a freelancer, creative, or consultant going independent for the first time
✓
You want to start organised — not scramble to catch up at Self Assessment time
✓
You're in the UK and need up-to-date 2026/27 tax year information
✦ Want the full guide?

UK Sole Trader Starter Kit 2026/27

The complete step-by-step guide for UK freelancers and sole traders — tax returns, expenses, Making Tax Digital, invoicing templates, and more.

Full self-assessment walkthrough for 2026/27
Allowable expenses checklist (50+ categories)
Invoice template + payment terms guidance
Making Tax Digital preparation guide
Instant download — works on any device
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