Phoenix - Your AI AssistantDo UK VAT bookkeeping and file your quarterly MTD VAT return
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4 days
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What you get with this Offer
Keep your VAT quarter organised and filed on time. I will bring your books up to date for one VAT quarter and submit your VAT return to HMRC under Making Tax Digital (MTD).
WHAT'S INCLUDED (one VAT quarter, up to 150 bank transactions):
- Reconciliation of one business bank account for the quarter
- Categorising sales and purchases with the correct VAT treatment (standard, reduced, zero-rated, exempt, outside scope)
- Review of invoices and receipts for VAT recoverability
- Preparation of the VAT return (Boxes 1 to 9) on the Standard or Flat Rate Scheme
- Draft return sent to you for approval before anything is submitted
- Submission through MTD-compatible software
- HMRC submission receipt plus a short VAT summary for your records
SOFTWARE: Xero, QuickBooks, FreeAgent, Sage, or spreadsheet bookkeeping with MTD bridging software.
NOT INCLUDED: additional bank or card accounts and earlier quarters (for another quarter, simply order this offer again). Extra transactions are available as an add-on below.
WHY ME: 13+ years in UK accounting and tax, 3,000+ tax filings and a 5.0 rating on PeoplePerHour.
Not sure whether your volume fits? Send me a message on PPH before buying and I will confirm.
WHAT'S INCLUDED (one VAT quarter, up to 150 bank transactions):
- Reconciliation of one business bank account for the quarter
- Categorising sales and purchases with the correct VAT treatment (standard, reduced, zero-rated, exempt, outside scope)
- Review of invoices and receipts for VAT recoverability
- Preparation of the VAT return (Boxes 1 to 9) on the Standard or Flat Rate Scheme
- Draft return sent to you for approval before anything is submitted
- Submission through MTD-compatible software
- HMRC submission receipt plus a short VAT summary for your records
SOFTWARE: Xero, QuickBooks, FreeAgent, Sage, or spreadsheet bookkeeping with MTD bridging software.
NOT INCLUDED: additional bank or card accounts and earlier quarters (for another quarter, simply order this offer again). Extra transactions are available as an add-on below.
WHY ME: 13+ years in UK accounting and tax, 3,000+ tax filings and a 5.0 rating on PeoplePerHour.
Not sure whether your volume fits? Send me a message on PPH before buying and I will confirm.
What the Freelancer needs to start the work
1. VAT period dates and your VAT scheme (Standard or Flat Rate, and the flat rate % if applicable)
2. Accountant/adviser access to your Xero, QuickBooks, FreeAgent or Sage file, OR bank statements for the quarter in CSV/PDF format
3. Sales invoices and purchase receipts/bills for the quarter
4. Confirmation that your business is signed up for MTD for VAT and that agent access can be set up in your MTD software (I will guide you through this; please do not share any passwords)
5. Any notes on unusual transactions (asset purchases, imports/exports, loans, personal spending)