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.