Phoenix - Your AI AssistantReview bookkeeping and prepare your VAT return
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What you get with this Offer
I am a UK Chartered Accountant (ACMA CGMA), HMRC Registered Tax Agent and director of a UK accountancy practice with over 20 years of accounting and finance experience.
I will review your bookkeeping records within your accounting system, reconcile your accounts and prepare your VAT return accurately and professionally, helping you remain compliant and avoid costly errors.
What's Included
✔ Review of bookkeeping records
✔ Bank reconciliations
✔ Sales and purchase ledger review
✔ Expense processing review
✔ VAT return preparation and reconciliation
✔ Review of VAT treatment and coding
✔ VAT return figures ready for submission
✔ Virtual consultation if required
✔ Support with bookkeeping queries
This service is suitable for sole traders, limited companies, contractors, consultants and small businesses.
The advertised fee is based on businesses with straightforward bookkeeping records and one VAT return.
Please contact me before purchasing if your bookkeeping requires significant reconstruction, correction work or involves a high volume of transactions, as additional fees may apply.
I can work with virtually any bookkeeping or accounting software and have experience supporting businesses across a wide range of industries and sectors.
This offer is based on businesses operating under the Standard VAT Accounting Scheme. If you operate under a specialist VAT scheme, please contact me before purchasing so I can confirm whether I can assist.
I can help ensure your VAT return is prepared accurately and in accordance with HMRC requirements and Making Tax Digital (MTD) obligations.
Upon completion, I will provide your VAT return figures together with supporting information ready for review and submission through your existing accounting software.
What the Freelancer needs to start the work
To commence work, I will require access to your bookkeeping records and accounting software together with copies of any relevant supporting documentation.
This may include:
• Access to your accounting software
• Bank statements for the VAT period
• Sales and purchase invoices
• Details of any VAT adjustments made during the period
• Previous VAT return (if applicable)
• Any correspondence received from HMRC relating to VAT
As a UK regulated accountancy practice, I am legally required to carry out Anti-Money Laundering (AML) and Client Due Diligence (CDD) checks before commencing work. Valid photographic identification and proof of address will therefore be required.
The advertised delivery period of 5 working days will commence once all requested records, information and identification documents have been received and successfully verified.
Following purchase, I will arrange a short virtual meeting (Microsoft Teams or telephone) if required to discuss your bookkeeping records, VAT position and any questions relating to the work.
Please note that this service is based on bookkeeping records being substantially complete and maintained within accounting software. Additional fees may apply where significant bookkeeping reconstruction, correction work or investigation is required.