Complete Waste Transfer Note Register

A drawer of waste transfer notes, a skip firm whose licence nobody has checked since last year, and an oil collection with no consignee return. This register keeps your waste duty of care paperwork in one place: which carriers are checked and in date, which notes are missing, and where your waste goes.

Made for UK small businesses, workshops, trades, shops, offices, cafés and garages that produce waste. Add your carriers once, log each collection, and the register works out each note's status, how long to keep it and what needs your attention.

▶ Easy Start Here guide included – video tutorial coming to our YouTube channel

Works in Microsoft Excel and Google Sheets, with no macros.

What it does for you

• A status for every transfer: Keep, Missing note, Can be disposed of, or a Check message (wrong note type for hazardous waste, outside the season ticket, carrier expired on the day)
• Keep-until date per note: 2 years for transfer notes and season tickets, 3 years for hazardous consignment notes (change on Settings)
• Carriers: registration number, tier, expiry, season ticket end and the next register check, with expired and due-soon alerts
• Carrier Checks: a dated evidence log of every public register check and its result. A problem shows on the Dashboard
• Consignee returns for hazardous waste: the due date (one month after the quarter) and overdue returns flagged
• Weight, cost, route (recycled, recovered, landfill) and the waste hierarchy statement for each note
• Waste Streams: kg, cost, £ per tonne and % recycled or recovered per waste type over 12 months
• Due List: carriers needing action, consignee returns to chase and notes to fix, most urgent first
• Audit Pack: one printable page with carriers in date, notes held, waste sent, hazardous returns and a sign-off box
• Dashboard with a "What needs your attention" list and 4 charts
• Up to 100 carriers, 3,000 transfers, 500 register checks and 30 waste types with EWC codes

How it works (3 steps)

1. Set up once: your business, SIC code, waste types and carriers (about 15 minutes)
2. Record as you go: one row per collection and one per register check
3. Check and act: open the Dashboard and the Due List, print the Audit Pack when asked

What's included

• Waste-Transfer-Note-Register.xlsx: filled with fictional example data (a joinery workshop, 8 carriers, 63 transfers) so you can see how it works
• Waste-Transfer-Note-Register-BLANK.xlsx: an empty copy, ready for your own records
• Works in Google Sheets: upload the .xlsx to Google Drive, right-click > Open with > Google Sheets, then File > Save as Google Sheets (tested: formulas and charts kept)
• Start-here.pdf: one-page quick-start guide, including how to open it in Google Sheets

Compatibility

• Microsoft Excel 2010 or newer (Windows & Mac) and Microsoft 365
• Google Sheets (free Google account). Set File > Settings > Locale to United Kingdom for £ and UK dates
• Not designed for Apple Numbers or mobile-only editing. A computer is recommended
• No macros, add-ons or subscriptions

Instant download

This is a digital product. Nothing physical will be shipped. Your download link appears straight after checkout and is also emailed to you. Stuck or have a question? Email info@phkmedia.co.uk and I'll gladly help you set it up.

Good to know

• Cream (pale yellow) cells are for your input. White and grey cells are worked out for you, and the sheets are protected (no password) so formulas are not overwritten by mistake
• A Health check on the Start Here tab and a Check/Status column on every log flag missing or odd entries
• Keep periods follow the gov.uk waste duty of care code of practice for England and Wales: at least 2 years for transfer notes and season tickets, 3 years for hazardous waste consignment notes
• Consignee returns: the receiving site must send them within one month of the end of the quarter it accepted the waste (Hazardous Waste Regulations 2005)
• Digital waste tracking started for permitted receiving sites in England on 1 October 2026; transfer and consignment notes are still needed alongside it for now
• Dates show as DD/MM/YYYY
• FAQ: Does it create the transfer notes? No. Your carrier gives you the note; this register records it and checks you have it
• FAQ: Does it check the public register for me? No. It reminds you when a check is due and keeps your evidence
• FAQ: Does it work on a phone? You can view it in the Google Sheets app, but entering data is easiest on a computer

DISCLAIMER

This register is a record-keeping aid, not legal or environmental advice. Scotland and Northern Ireland have their own rules and registers: check what applies to you. All names and figures in the example file are fictional.

Licence: Licensed for use within one business. Please do not resell, share or redistribute the files.

AI disclosure: This template and its listing images were designed by PHK MEDIA LTD with the help of AI tools. All formulas were tested and the files were reviewed and finalised by the seller.

© PHK MEDIA LTD

Licence: Licensed for use within one business or household. You may edit and print the files for that business. You may not resell, share or upload them for others.