Personal Trainers
Personal Trainers MTD Compliance Kit — Premium
Making Tax Digital is becoming part of the record-keeping reality for many self-employed personal trainers, and the real headache isn't the rule — it's keeping records clean across a year of self-pay, insured and package-session income, supplies, CPD, supervision fees and room-rent all tracked against the year. This Compliance Kit is an Excel workbook covering Income Tracker, Expense Log, Expense Summary, Quarterly Summary, Annual Summary, Reconciliation, Mileage Log with a simplified-vs-actual switch, Year-End Adjustments, Tax Reserve Scenarios, Evidence Log, Compliance Warnings, Allowable Expenses Guide, Deadline Calendar, Quarterly Checklist, and an Executive Dashboard that surfaces the figures your accountant actually asks for. Available in England and Scotland versions to match where the business is based. Built for UK sole-trader personal trainers who want quarterly review to be a 30-minute job, not a weekend search through receipts. Not a tax-return tool — a record-keeping workbook for organising your figures — a record-keeping foundation that makes filing simpler.
In the pack
What's included
- Your Details
- Income Tracker
- Expense Log
- Expense Summary
- Quarterly Summary
- Annual Summary
- Compliance Warnings
- Digital Link Guide
- Allowable Expenses Guide
- Deadline Calendar
- Quarterly Checklist
- Reconciliation
- Mileage Method Switch
- Year-End Adjustments
- Tax Reserve Scenarios
- Deadline Alerts
- Evidence Log
- Mileage Log
- Executive Dashboard
Sample pages
Frequently Asked Questions
How do I receive MTD Compliance Kit — Premium?
After payment, a confirmation email with your secure download links is sent to your checkout email within a few minutes. You'll receive your Excel workbook (.xlsx) ready to open in Microsoft Excel or Google Sheets. If you don’t see the email, check your spam folder. You can also recover downloads later at yourlaunchkit.co.uk/downloads using your order ID and email.
Can I edit these files?
Excel workbook. Pre-built formulas, drop in your numbers, results update automatically. Microsoft Excel or Google Sheets compatible.
Is this legal or tax advice?
No. LaunchKit templates are practical business resources. Review against your own circumstances and check suitability for your business.
Why LaunchKit
Built for the business you actually run.
Every personal trainers pack is reviewed for accurate format and tier disclosure. Templates are practical resources, not legal or tax advice — review against your own circumstances before use.
Complete your toolkit
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Financial Forms Bundle — Standard
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Personal trainers pricing one-to-one sessions off what the gym down the road charges — and giving away online coaching, group bootcamps and nutrition work at matching rates — leave margin on the floor every week. This Premium pricing calculator separates them. Ten services come pre-loaded — one-to-one PT sessions, small group training, bootcamp and outdoor classes, online coaching and programming, nutrition advice and meal plans, corporate wellness, sports-specific coaching, gym floor hours, workshop and seminar delivery, and supplement retail sales — each with editable session time and per-client cost. Enter your hourly rate once and every service rebuilds with margin shown alongside. A quote builder handles block bookings and corporate contracts, a client log tracks every session, an expenses tracker keeps gym-floor and travel spend visible, and a monthly dashboard shows which services actually pay. Delivered as one Excel workbook for UK personal trainers — price with confidence.
Business Documents — Standard
A personal training business lives or dies on the paperwork: consent forms, assessment records, client history, aftercare, GDPR notices, insurance declarations. Patchy or inconsistent forms read as amateur before the first session, and rewriting them each time they're needed eats into practice time that should be going to clients. This Standard pack delivers the 13 documents a personal trainer actually uses week to week — Client Consultation Health Screening, Informed Consent Liability Waiver, Fitness Assessment Record, Goal Setting Programme Agreement, Session Record Training Log, Progress Review Reassessment, plus Nutrition Guidance Disclaimer, Photo Video Release, Online Coaching Agreement, Cancellation No Show Policy, GDPR Privacy Notice, Complaint Resolution Procedure and Emergency Contact Medical Authorisation. Each PDF carries a fillable header — type your business name and trading details once, then print or save. UK-specific terminology, A4 print-ready, no Canva and no monthly software. Built for sole-trader and small-firm UK personal trainers who want one consistent paper trail across every job.