UK Trades Quote, Invoice & CIS Pack: Word, Excel & PDF Templates for Carpenters, Joiners and Builders

Simple, professional paperwork for UK tradespeople. No software subscription, no learning curve. Open it, add your details and send.

What's included (instant download, one ZIP):

• Quotation, with an acceptance signature line
• Invoice (not VAT registered)
• VAT invoice, laid out with the details HMRC lists in VAT Notice 700
• CIS invoice, with a labour/materials split so CIS is deducted from labour only
• Receipt
• One-page job terms sheet (deposit, extras, guarantee, cancellation, complaints)
• 2-page how-to guide explaining how to fill in each document, with links to the GOV.UK pages it's based on

Formats: editable Word (.docx), Excel (.xlsx) and print-ready A4 PDF. (Job terms comes as Word and PDF.)

The Excel versions work things out for you: line totals, labour and materials subtotals, VAT at 20%, and CIS deductions at 20%, 30% or 0% on the labour element only. Sample lines are included so you can see the sums work before you clear them.

Clean, neutral design with placeholder details in [brackets]. Add your own name, address, logo and bank details.

How it was made: This pack was put together with AI help for a UK joiner's business. The figures and layouts follow HMRC's published guidance as it stood in October 2026.

Please note: these are templates and general information, not tax, legal or accounting advice. Rules can change, so check GOV.UK or speak to an accountant about your own situation. The VAT invoice is not set up for the construction domestic reverse charge.