VAT Return (Managed) icon

VAT Return (Managed)


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

A preview of the 'VAT Return (Managed)' templateVAT Return (Managed)Ready to Start2 AutomatorsEnsure bookkeeping is completeCompletedPrep VAT return4 AutomatorsRun VAT report and/or calculate the VAT return details, review for accuracy and make necessary adjustmentsCompletedComplete the VAT returnCompletedReview7 Automators

This template is designed for the process of completing monthly or bi-monthly VAT returns where the bookkeeping is managed internally.

The work goes through the stages:

  • Ready To Start
  • Prep
  • Review
  • Waiting for client
  • File
  • Wait for confirmation
  • Follow-up
  • Completed

The roles involved in completing the work are: Bookkeeper (initial work assignee) and Reviewer. The overall ownership of the work changes as the work progresses between the roles involved. Work stages and roles are both customizable.

The template includes best practice automation to ensure it is clear:

  • Which tasks are ready to be worked on (i.e. task status)
  • What the status of work is at any time (so you can get real-time work dashboards)
  • Who is responsible for the work and tasks
  • The priority of work and tasks

The start date for the work is the 1st day after the period end. The due date of the work is the last working day of the month.

Download the Template

Download your VAT Return (Managed) template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling