Grab the Freelancer Tax Toolkit.
Want to give it a go yourself? Start here. These guides are straightforward and practical—built to help you set things up right and sidestep the usual faceplants.
No spam. Just helpful.
Includes NZ / AU / UK guides.
First 90 Days
Set things up properly
First Year Guide
Stay organised all year
Country Cheat Sheets
NZ / AU / UK tax
Templates
Invoice, quotes & expenses
What’s inside the toolkit
Choose what you need (or get the whole bundle)
Want just one? No problem—choose a guide below and we’ll email it to you.
Prefer everything at once? Grab the full toolkit ↑ at the top of the page.
Your First 90 Days
Joy Pilot
A practical plan for getting set up and staying tax-ready from the start.
You'll use it to:
- Get the basics in place without overthinking it
- Build a simple weekly money habit
- Avoid the “sort it at year end” scramble
Your First Year Working for Yourself
Joy Pilot
A calm, no-fluff guide to staying on top of the numbers all year.
You'll use it to:
- Know what to track (and what you can ignore)
- Keep records tidy without living in spreadsheets
- Stay organised even when work gets busy
NZ Tax & Compliance Cheat Sheet
Key thresholds, dates, and what to keep—in plain English.
Includes:
- GST basics + reminders
- Record-keeping essentials
- Simple “keep an eye on this” prompts
AU Tax & Compliance Cheat Sheet
Australia essentials, simplified.
Includes:
- GST / BAS basics
- Record-keeping essentials
- Easy reminders you’ll actually use
UK Tax & Compliance Cheat Sheet
UK essentials without the jargon.
Includes:
- Key thresholds
- Record-keeping essentials
- What to watch this year
Templates + Expenses Guide Bundle
Simple templates that save time immediately.
Includes:
- Invoice template
- Quote template
- Expenses guide
Want the day-to-day to be easier too?
Okay—so you’ve had time to look through the toolkit. If you’d rather hand that surprise back-office job over to someone else, Joy Pilot’s here. We’ll help you get set up right, then keep invoices, expenses, receipts, and real-time clarity all in one place. And if you ever get stuck, Jodie’s there to chat—ask a question, find what you need, and keep moving.
Common questions
Nope—choose a single guide and we’ll email it to you.
No. We’ll send the guide you requested, then follow up with a short series of practical emails to help you put it into action (and show you how Joy Pilot can make the day-to-day easier). You can unsubscribe anytime.
Anytime, one click.