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Course

Keep your books as a self-employed coach

Turn the money coming in and going out into figures your tax return can use. Record expenses, receipts and mileage, read your profit and what to set aside, and hand everything to your accountant at the end of the year.

  • 2 lessons
  • 30 min
  • For coaches
  • Progress tracked
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What you'll learn

By the end of this course, you'll be able to

  • Set your country, tax year and mileage rates correctly
  • Record expenses with receipts, and business mileage
  • Read your profit and what to set aside for tax
  • Export your figures for UK Self Assessment or Making Tax Digital
  • Give your accountant read-only access, and take it back

Before you start

  • A Performance plan or above, because Books is gated

Lessons

  1. Lesson 1: Books: expenses, mileage and tax for personal trainers

    Paid invoices flow in as income. Add expenses with receipts and business mileage, and see your profit and what to set aside for tax. UK coaches also get a tax estimate, a VAT threshold check and Making Tax Digital quarters.Guide·3 min read

  2. Lesson 2: Exporting your books for Self Assessment

    Two CSV exports, one laid out by UK Self Assessment box and one listing every transaction, plus a read-only link you can send your accountant instead of a spreadsheet.Guide·1 min read