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Free tools that do one paperwork job well

Checkers, planners, builders and calculators for teachers, trades, bookkeepers, estate agents and online sellers. Each one sits on a guide that explains the rules behind it.

Your data stays with you. These tools run as JavaScript in your own browser. Nothing you paste or type is sent to us or stored, so you can use real class lists, bank lines and listings. The tax calculators give estimates for education, not tax advice.

For teachers

Rubric checker

Paste a rubric from ChatGPT, Google Docs, Sheets or Word. It flags judgement words like "good" with nothing to see, levels that differ only by "some" and "most", rows that mark neatness or effort instead of learning, and too many or too few levels.

Guide: how to make a rubric with ChatGPT

Parents' evening notes builder

One line per student (initials, strength, next step, home step) becomes a timed slot list, a 5-part script per student, a follow-up message and a printable sheet. It flags "try harder"-style targets, praise with no example, full names and sensitive details.

Guide: parents' evening script and notes template

Sub plan builder

Class details plus one line per block (time, task, materials, what to collect) become a one-page sub plan or cover work sheet to print. It flags tasks that need your login, tech with no paper fallback, new content, vague tasks, nothing to collect, and student details that don't belong on the desk.

Guide: sub plan template and emergency sub plans

For trades

Quote maker and checker

Type your scope lines and prices and pick exclusions for your trade. It writes a full quote or estimate with payment terms, adds up the VAT, adds the homeowner cancellation wording when it's needed, and flags vague words like "etc." and "as required".

UK · Guide: how to write a quote for a job

Late payment interest calculator

Enter an unpaid invoice and the date it was due. It works out UK statutory interest (8% plus the right Bank Rate) and the £40, £70 or £100 compensation for business customers, or the 8% court-claim figure for homeowners, and writes out the sums to paste into a final reminder.

UK · Guide: customer won't pay

For bookkeepers

Records chase planner

Pick the deadline and your prep time and get a date for each chaser, moved off weekends and the Christmas and New Year bank holidays, as calendar reminders.

UK and US · Guide: client won't send their records

Making Tax Digital start-date checker

Enter a client's self-employment and property income for each year and see when MTD for Income Tax starts for them and their next deadline.

UK · Guide: Making Tax Digital for Income Tax

Client query-list builder

Paste uncategorised bank lines from Xero, QuickBooks, FreeAgent, Sage or a CSV and get a numbered client message, a WhatsApp version and notes for the accountant.

UK and US · Guide: uncategorised transactions

Year-end questionnaire builder

Tick what applies to the client and get a tailored questionnaire, a document checklist and a cover email, ready to copy or download.

UK Self Assessment and US 1040 · Guide: year-end client questionnaire

Engagement letter schedule builder

Tick the services you've agreed and get a schedule for each (scope, volume, client duties, exclusions), a fee table with totals, the scope-creep clauses and a cover email.

UK and US · Guide: engagement letter template

Month-end close checklist builder

Pick the month and the client's set-up and get every close task in order, dated on working days with bank holidays skipped, plus the payroll and VAT or sales tax deadlines that follow. Downloads for Excel or Google Sheets.

UK and US · Guide: month-end close checklist

Bank reconciliation checker

Enter the statement and book balances and paste the items on one side only. Get the reconciliation statement, any unexplained difference with its likely cause (one item, a reversed entry, swapped digits), stale-item warnings, and a download for Excel or Google Sheets.

UK and US · Guide: how to do a bank reconciliation

For real estate agents

Fair housing listing checker

Paste a listing and it highlights phrases that HUD's advertising guidance warns about, with the reason and a suggested fix for each. A second pair of eyes, not a legal sign-off.

US · Guide: fair housing words to avoid

For online sellers (UK)

These calculators are on our sister site, sellertaxcalculator.co.uk.

Seller fee and side-hustle tax calculator

Work out your Vinted, eBay, Etsy, Depop or Facebook Marketplace fees, whether the £1,000 trading allowance covers you, and roughly what tax you'd owe.

2025/26 and 2026/27 rates

Payments on account calculator

See why the first January bill can be one and a half times your tax, and what you'll pay on 31 January and 31 July.

UK Self Assessment

Pay late or spread it? calculator

Compare the interest and penalties of paying a Self Assessment bill late with an HMRC payment plan (Time to Pay).

UK Self Assessment

Which tax years need putting right?

Had a letter from HMRC about your sales? Enter your trading income for each year and whether it's already on a return, and see which years may need putting right.

UK · Guide: HMRC letter about online selling

Want this done for you every time?

The tools handle one step. The free packs teach ChatGPT, Gemini or Claude the whole job: report comments, records chasers, listings, buyer replies. Five-minute setup, no coding.

See the free packs