UK Self-Employed Startup Checklist 2026-27

Everything you need to do when going self-employed — in one organised Excel checklist.This spreadsheet covers every key task from registering with HMRC to setting up your finances, invoicing, insurance, and record-keeping. Type YES when each item is done and the row turns green. Your progress percentage updates automatically at the top.WHAT'S INSIDE✅ 37 checklist items across 8 sections Registration, tax, NI, finances, invoicing, insurance, record-keeping, and ongoing compliance — every step covered.📊 Live progress tracker Shows your completion percentage and "X of 37 completed" at the top — updates as you work through it.📝 Notes column Space to record your UTR, bank account details, insurance policy numbers, dates, and anything else worth keeping.WHO IT'S FORNew UK sole traders and freelancers who want to make sure they've covered every base from day one. Also useful if you've been self-employed for a while and want to audit what you may have missed.WHAT YOU GET UK_Self_Employed_Startup_Checklist.xlsx — blank working version UK_Self_Employed_Startup_Checklist_Demo.xlsx — pre-filled at 70% completion so you can see it in action Format: Microsoft Excel (.xlsx) — Excel 2016+ (Windows and Mac)This checklist is for guidance only and does not constitute legal or tax advice. Always check gov.uk or consult a qualified professional.

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