Download free Word templates and Excel workbooks to use on your own device. Choose your task below, then use a blank template or a completed example where available.
Start with the records and the exact charges. Keep a timeline, a list of evidence and a table of disputed charges.
Ask for the invoices, contracts or other records needed to check a specific charge.
Keep a timeline and list of documents in one workbook. Link each entry to the disputed charge it helps explain.
Record who is taking part, who may act for them and how their lease, share of costs and payments differ.
Make a table of disputed charges: what was demanded, why you question it, the evidence and what you say should be payable.
Prepare a First-tier Tribunal (FTT) application, track its instructions and deadlines, or ask it to deal with a missed direction. Use the current official forms alongside these tools.
Draft a short explanation of your case and the decisions you want. Use it alongside the official application form.
Record each tribunal instruction, who must act, the deadline, who must receive it and proof it was sent.
Make a short, neutral and proportionate request after a party has not complied with an existing direction.
Choose the tribunal or court handling your case and follow its directions. The County Court pack uses a conventional witness-statement format; most Part 32 rules do not apply automatically to small claims.
Use the pack for the tribunal or court handling your case.Write what you know, explain how you know it and label the supporting documents (exhibits). Follow the tribunal’s directions.
Prepare factual witness evidence using the court’s directions. The pack uses a conventional PD32 format; most Part 32 rules do not apply automatically to small claims.
A bundle is the indexed set of documents used at a hearing. Choose the FTT or County Court pack, follow the latest directions and use the evidence map to check page references.
Use the pack for the tribunal or court handling your case.Create the cover, agreement status, index, assembly check, service record and late-change log for an FTT bundle.
Create the cover, index, agreement/status record and final assembly/service check for a small-claim hearing bundle.
Link each disputed point to the supporting document, bundle page and relevant paragraph in your statement or claim.
Prepare what you will say, record what happens at the hearing and make each request for fees or costs separately.
Follow the live issues, evidence pages, tribunal questions, rulings, costs applications and next steps.
Prepare separate requests for tribunal fees, protection from the landlord’s legal costs and costs for unreasonable conduct.
Record alleged unreasonable conduct, the costs requested and why an award is justified. Additional work is relevant, but is not a strict limit on the tribunal’s discretion.
Read what the tribunal decided, then compare the charges, payments and credits to calculate any overpayment.
Record what each part of the decision means, any deadlines and whether it expressly orders someone to pay.
Calculate any overpayment from the tribunal’s decision. Keep building totals, your lease share, payments, credits and interest separate.
Check who owes the money, why it is repayable, the amount and the steps required before a claim. Then draft your explanation of the claim, called particulars of claim.
Ask for repayment before starting a court claim. Explain who owes the money, why, the amount, the supporting documents and how you propose to resolve the dispute.
Check that your claim is ready: the correct defendant, reasons for repayment, calculation, evidence and steps taken before going to court.
Draft a short explanation of your claim (particulars): the facts, why repayment is due, your calculation and what you ask the court to order.
Draft a fuller explanation of your claim in a separate document. Use this only where your chosen claim service permits separate particulars.
Answer each defence point separately, connect it to evidence and any change in the calculation, then prepare a short speaking note.
Answer each point in the defence in its own row. Record what you accept or dispute, your evidence and any effect on the amount claimed.
Plan what to say at the hearing, with page references for the claim, defence, evidence, calculation and order you want.
Check the court’s order against cleared payments. If money remains unpaid, compare enforcement options using what you know about the person or company that owes it.
Record the sealed order, principal, interest, costs, payment date, requests, cleared receipts and remaining balance.
Confirm the unpaid judgment, then compare methods against current information about employment, accounts, goods and property.