Your Route Map toolkit

Thank you for joining. A new Route Map lands in your inbox every Thursday, and we email you before the fixed filing dates where you trade. Everything else that comes with your membership is on this page.

Working templates

Excel workbooks that go with the Essentials maps. The example figures show how each one works: type your own over them.

13-week cash flow forecast (Excel)Read the map
Break-even calculator (Excel)Read the map
Markup and margin calculator (Excel)Read the map
Profit margin tracker (Excel)Read the map
Cash runway tracker (Excel)Read the map

Your deadlines in your calendar

Answer a few questions on My deadlines and download your dates as a calendar file, with a reminder a week before each one.

Printable A4 PDFs

Do Form 4868 and Form 7004 extend the time to pay?A4 PDF
When are Forms 1040 and 1120 due?A4 PDF
When are Forms 1065 and 1120-S due?A4 PDF
How many months of cash runway does my business have?A4 PDF
What is a good profit margin for a small business?A4 PDF
What can I charge when an EU customer pays late?A4 PDF
How do I file an OSS or IOSS VAT return?A4 PDF
What is the difference between markup and margin?A4 PDF
Do I charge VAT on services to an EU business client?A4 PDF
How do I file Form 941 each quarter?A4 PDF
When do W-2s have to go out?A4 PDF
How do I work out my break-even point?A4 PDF
What is IOSS and do I need it for parcels to the EU?A4 PDF
What are payments on account and how much will I pay?A4 PDF
When do I need a W-9 from a contractor?A4 PDF
When are quarterly estimated tax payments due?A4 PDF
How do I make a 13-week cash flow forecast?A4 PDF
How do I charge VAT selling goods from the UK to the EU?A4 PDF
Do I need to file a 1099-NEC?A4 PDF
When is the Self Assessment deadline?A4 PDF
What are my Companies House filing deadlines?A4 PDF
What is the s455 tax on an overdrawn director's loan?A4 PDF
When must I register for VAT?A4 PDF

When a rule changes

We re-check every map each month. When a rule changes we update the map, tell you in Thursday's email and list it under What's changed.

Saved maps

Choose Save this map on any map to keep it on this device, then find it under Saved maps.

Questions

Every map has a Send us a question form. We answer useful questions as general FAQs on the map page.