Ashwood Accountants Year-End Tax Organiser
A three page 1240x1754 A4 client organiser on warm paper with charcoal ink and ash sage green, set in Young Serif headings and Inter Tight text, with a tall monoline ash leaf on the cover, a small ash sprig on the summary page, ledger rules, tick boxes and double-ruled totals. Calm, trustworthy and practical, it runs from a cover with client details and a return-by reminder panel, to a six section documents checklist, to income and allowable expenses tables with a signed declaration.
What's inside
- Pages: 3 pages
- Size: A4 portrait, 1240 × 1754 px
- Full resolution export: 1240 × 1754 px
- Print size: About 4.1 × 5.8 in (10.5 × 14.9 cm) at 300 dpi
- Fonts: Inter Tight and Young Serif
- Layers: 72 text layers and 180 shapes
Colour palette
- #4e7a64
- #1f2a2e
- #f6f4ee
- #c9d1ca
- #e3eae3
Good for
- Accountant year-end tax organiser for clients
- Self Assessment document checklist
- Bookkeeper client onboarding pack
- Financial planner fact-find form
- Small business annual expenses summary
- Mortgage broker document request list
- Charity treasurer year-end return
How to make it yours
- Start with the largest text, the "Title" layer set in Young Serif, and swap in your own words.
- Then rewrite "Reminder heading" (Young Serif) and "Client details heading" (Young Serif) with your details.
- There are no photos to replace, the design is built from type and shapes.
- Change the background from #f6f4ee to your own colour, then recolour the accents in #4e7a64 and #1f2a2e.
- Keep the 3 pages you need, duplicate the ones you want more of and delete the rest.
- Export a print-ready PDF for the printer, or a PNG to share online.
About business document templates
Invoices, quotes, price lists, and gift vouchers that look as considered as the work you bill for.
Tags
accountant, tax, organiser, checklist, form, finance, a4, sage green, botanical, uk
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