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VAT Return (Unmanaged) COVID-19 Template

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

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Download VAT Return (Unmanaged) COVID-19 Template

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A preview of the templateVAT return (unmanaged; COVID-19)CLIENT TASKSReady to start your VAT return 1 AutomatorPlease confirm your accounting file has been reconciledCompletedBPrep VAT return3 AutomatorsComplete the VAT returnCompletedECheck bank reconciliation is reconciled for the time period in question (monthly/quarterly)CompletedBRun VAT report and/or calculate the VAT return detailsCompletedMDraft, review and assemble the VAT returnCompletedDReconcile the VAT return in accounting softwareReady To StartDue TodayE

About this template

A best practice checklist for the United Kingdom's VAT return (unmanaged) 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.

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
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Karbon Practice Management

A preview of the templateVAT return (unmanaged; COVID-19)CLIENT TASKSReady to start your VAT return 1 AutomatorPlease confirm your accounting file has been reconciledCompletedKPrep VAT return3 AutomatorsComplete the VAT returnCompletedGCheck bank reconciliation is reconciled for the time period in question (monthly/quarterly)CompletedVRun VAT report and/or calculate the VAT return detailsCompletedMDraft, review and assemble the VAT returnCompletedMReconcile the VAT return in accounting softwareReady To StartDue TodayE

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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.

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