TaxSimba — Personal Trainer Tax: Gym Fees, Client Packages and Online Coaching
Preparation worksheet

Optional offline planning aid, not a tax return or filing confirmation.
Keep completed notes securely; never include passwords or one-time codes.

WORK THROUGH THIS EXAMPLE
Keep the terms and dates of prepaid coaching packages, sessions delivered and refunds. Tell the accountant the accounting method and any gym employment arrangement. Do not assume the same treatment applies to every payment simply because all the work is fitness related.

DECISION TO RESOLVE
What evidence explains the nature and timing of each kind of receipt?

YOUR POSITION
Relevant year and source: ____________________
Evidence supporting your answer: ____________________
Missing item and who will obtain it: ____________________
Deadline or next review date: ____________________

1. Collect gym contracts and PAYE documents.
Notes: ______________________________

2. List client packages and payment dates.
Notes: ______________________________

3. Record refunds and platform deductions.
Notes: ______________________________

4. Gather relevant rental, insurance and equipment evidence.
Notes: ______________________________

5. Explain courses and private-use costs.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/personal-trainer-fitness-coach-tax
Check the current guide and official sources before relying on a deadline or process.