VAT Return (Unmanaged)
Streamline your VAT return processes for your unmanaged clients with this workflow.
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VAT Return Template
Download your free VAT Return template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template manages the quarterly VAT return process for UK clients. It guides users through data collection, preparation, internal review, client approval, and submission to HMRC.
Tasks are broken into clear phases to ensure timely and accurate filing.
The workflow includes sending a draft to the client for approval and confirming submission. Work starts at the beginning of the new VAT quarter and is due by the 7th of the second following month. The initial work assignee is the Accountant.
This template is part of the UK Simple Start Collection. Simple Start templates are basic versions of existing Karbon templates. They are scaled back, streamlined, and include fewer tasks, sections, and offer no Client Requests. They are designed to help you quickly get you started with Karbon templates.
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
Alternatively, you can
.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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