TaxSimba — Self-Employed Cleaner Tax Returns: Cash Payments and Business Records
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
A client pays cash and some is used to buy cleaning supplies before the remainder is deposited. Record the full customer receipt and the supported supplies cost separately. The smaller bank deposit alone cannot explain either figure.

DECISION TO RESOLVE
Does the income log include cash spent before it reached the bank?

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

1. Maintain a job and payment-method diary.
Notes: ______________________________

2. Reconcile cash received, spent and banked.
Notes: ______________________________

3. Collect agency and employment records.
Notes: ______________________________

4. Retain supply and equipment receipts.
Notes: ______________________________

5. Log business travel and private-use information.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/self-employed-cleaner-tax-return
Check the current guide and official sources before relying on a deadline or process.