Resources & Templates

Visualize offers a wide range of resources and accessible templates that are available for you to download and use with ease.

Downloadable Files

Click on any of the icons below to download the template for your own personal use.

Invoice Template 1

Income & Expenditure

A simple spreadsheet to record your sales and purchases and keep track of your business finances.

PDF File 1

Authorise Agent 64-8

An HMRC form to give us the authorisation to act as agents on your behalf.

PDF File 2

Staff Expense Claim Form

A useful form for your employees to complete whenever they need reimbursement for expenses paid for on the company’s behalf.

Invoice Template 2

Starter Checklist

An HMRC form to gather all the relevant information for new employees to enable the processing of payroll.

PDF File 2

Short Term Cash Flow

A template to help you understand where you stand financially and make better business decisions.

Word Doc 2

Client Data Sheet

A Visualize inhouse form to gather all the necessary information for new clients.