Get started with Karbon

It looks like our demo booking platform didn't load properly. If you're running an adblocker, please disable it and refresh the page. If you're still having trouble, please contact us.

Workflow Templates

VAT Return (Managed) COVID-19 Template

Download your free VAT Return (Managed) template to personalize and use in your bookkeeping or accounting firm.

Sign In to Add to Karbon

Download VAT Return (Managed) COVID-19 Template

Added and downloaded 45 times

Tax & Compliance - categoryUnited Kingdom - region

Created by Karbon

A preview of the template showing sections of tasks to be completed. Some are already checked offVAT return (managed; COVID-19)Prep the financials1 AutomatorEnsure bookkeeping is completeCompletedTPrep VAT return3 AutomatorsComplete the VAT returnCompletedCCheck bank reconciliation is reconciled for the time period in question (monthly/quarterly)CompletedBRun VAT report and/or calculate the VAT return detailsCompletedVDraft, review and assemble the VAT returnCompletedWReconcile the VAT return in accounting softwareReady To StartDue TodayN

About this template

A best practice checklist for the United Kingdom's VAT Return (Managed) process.

This template is part of the Karbon COVID-19 Rapid Response Kit, a set of free resources to help your firm and your clients during this period. It will enable you to work with as many of your clients as possible to help them survive this period.

Share this

How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
Sign In to Add to Karbon

Alternatively, you can

Download VAT Return (Managed) COVID-19 Template

.

Karbon Practice Management

A preview of the template showing sections of tasks to be completed. Some are already checked offVAT return (managed; COVID-19)Prep the financials1 AutomatorEnsure bookkeeping is completeCompletedCPrep VAT return3 AutomatorsComplete the VAT returnCompletedMCheck bank reconciliation is reconciled for the time period in question (monthly/quarterly)CompletedRRun VAT report and/or calculate the VAT return detailsCompletedADraft, review and assemble the VAT returnCompletedOReconcile the VAT return in accounting softwareReady To StartDue TodayG

Not currently a Karbon customer?

Discover Karbon

How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About Karbon

Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.

Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.

Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.

Related templates

Other workflow templates you might find useful.

Practice Management
Built for Growth

Get the most out of workflow templates by applying them in Karbon for automation, app integrations, and team collaboration.

Discover Karbon
A work template dashboard in Karbon displaying a client onboarding checklist.