VAT Return (Managed) Template
Download your free VAT Return (Managed) template to personalize and use in your bookkeeping or accounting firm.
Added and downloaded 84 times
About this template
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.
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:
