Checklists

Making Tax Digital Checklist: Your Compliance Guide

Use this comprehensive checklist to stay on track with MTD for Income Tax requirements. Whether you’re an individual, landlord, self-employed, or accountant, this guide ensures you meet every step confidently, accurately, and on time.

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Explore Templates Tailored for Your Practice

Browse our collection of customisable agreement templates to simplify contract management, save time and provide legal clarity.

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A comprehensive digital compliance checklist for accountants, offering client-specific oversight and streamlined task management to meet MTD Income Tax requirements with confidence.
Designed for sole traders and freelancers, this checklist ensures you're capturing, recording, and submitting your income tax data accurately under the MTD rules.
This checklist helps landlords manage digital tax obligations efficiently, covering all essential MTD ITSA tasks related to rental income reporting and submissions.
Support your clients with a clear, practice-level checklist that keeps your entire team aligned with the latest MTD ITSA requirements and submission processes.

Get Started with FigsFlow’s Agreement Documents

Create professional and legally sound agreements tailored to your business. Use our ready-to-go template or sign up for FigsFlow to access advanced features.

Use Our Pre-Built Template

Download our fully formatted agreement template and customise it to suit your services and client relationships.

Sign Up & Experience FigsFlow's Benefits

Take your agreements to the next level with FigsFlow’s smart features:

  • Live editing for quick updates.

  • Centralised storage for easy access and security.

  • Automated reminders for renewals and follow-ups.

  • Role-based access to protect sensitive information.

Tailored for Professionals

Designed for Professionals in Accounting & Financial Services

Agreement documents support accountants, bookkeepers, tax advisers and firms in setting clear terms with clients.

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Accountants

Simplify agreements for tax preparation, audit services, and financial reporting.

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Bookkeepers

Clarify roles and responsibilities for ongoing or one-off bookkeeping services.

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Tax Advisers

Create transparent agreements for tax planning, filing, and advisory services.

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Small Practices

Streamline workflows without needing a large administrative team.

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Large Firms

Ensure consistency and compliance across teams and engagements.

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Enterprises

Tailor templates for complex services and large operations.

Which Option Is Best for You?

See what FigsFlow’s pre-loaded agreement templates and advanced features offer. Compare and choose the solution that works best for you.

Features

Pre-built Template

Sign Up & Use Advanced Features

Professionally Written Clauses

  • Available

  • Available

Personalised Editing

  • Manual editing required

  • Simple live editing available

Team Collaboration

  • Not available

  • Built-in collaboration tools available

Automated Updates & Notifications

  • Not available

  • Available for compliance tracking

Centralised Document Management

  • Manual offline management required

  • All-in-one intuitive platform

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But there is so much more!

Let FigsFlow fulfil your agreement document needs!

Frequently Asked Questions

Got questions? We’ve got answers.
Explore our FAQs to learn how FigsFlow simplifies your workflows and boosts efficiency.

Why are agreement documents important?

Agreement documents set clear expectations between parties, helping prevent disputes and misunderstandings.

Can I customise the agreement template?

Yes, our templates are fully editable in Word and PDF formats, so you can tailor them to fit your specific needs.

How does FigsFlow simplify agreement management?

FigsFlow provides real-time editing, automated reminders, and a centralised dashboard for efficient contract management.

Is FigsFlow suitable for small businesses?

Yes, FigsFlow is designed for businesses of all sizes, making agreement documentation simple and efficient.

Still have questions?

Let our team of experts help you with your queries.

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