Templates give you a fast, reliable way to set up your business with a clear Category Tree, meaningful totals, and ready‑to‑use Cash Codes. They are optional, but they save time and provide a clean, accountant‑friendly starting point.
Templates provide a pre‑configured starting point for a UK business node: a Category Tree, rollups, Cash Codes, and related defaults.
They help your Cash Statement make sense immediately, without needing to build everything from scratch.
You can still customise anything afterwards — templates simply give you a strong foundation.
A template installs:
The result is a Cash Statement that reads like a real set of accounts from day one.
Below are the available templates. Each one installs a complete Category Tree and Cash Code setup tailored to a different type of business.
Best for:
Very small companies, simple operations, side‑hustles, or dormant companies.
What you get:
This is the lightest template — ideal when you want clarity without complexity.
Best for:
Typical small businesses that want more detail in their reporting.
What you get:
This template gives you a richer view of your business without overwhelming you.
Best for:
Self‑employed individuals, freelancers, contractors, and small sole‑trader businesses.
What you get:
This template is designed for clarity and ease of use, especially for MTD ITSA.
Every template adapts automatically based on whether your business is VAT registered.
If you are VAT registered:
VAT categories and VAT Cash Codes appear normally.
If you are not VAT registered:
VAT categories are hidden, VAT control codes are disabled, and all Cash Codes default to zero‑rated VAT.
You can change your VAT status at any time in the Admin Manager — the system adjusts instantly.
The system supports both business types using the same underlying structure.
Sole traders do not use Corporation Tax.
The template hides CT categories and sets the CT rate to zero.
Companies do use Corporation Tax.
CT categories remain visible and active.
Because the structure is shared, you can move from one business type to another in the future without losing data or rebuilding your setup.
The system includes a quarterly MTD update category for sole traders, so you are ready for Making Tax Digital when required.
This sits alongside other tax groupings (such as VAT and Corporation Tax) and does not affect your day‑to‑day bookkeeping.
The system is designed so the same data can produce:
Templates give you the structure.
Reporting layers — such as abridged vs full — are added on top without changing your data or your Category Tree.
This means you can start simple and grow into more formal reporting when you need it.
