Resources › Checklists
VAT Checklists
Review prompts for VAT return preparation and supporting records.
VAT Filing Checklist
Review prompts for preparing a VAT return: data completeness, category checks, apportionment workings, and return figures.
- ◻ All transactions recorded and rate-tagged
- ◻ Input Tax Apportionment calculated
- ◻ Return figures reviewed
- ◻ Prior period corrections identified
- ◻ Applicable filing deadline checked
1 April 2026 Transition Checklist
Prompts for reviewing transaction categories, system settings, and apportionment workings after the rate transition.
- ◻ Product catalogue reviewed and rate-classified
- ◻ POS system updated for new rates
- ◻ Apportionment method confirmed with accountant
- ◻ Staff trained on new rate rules
- ◻ First mixed-supply return preparation started
Audit Readiness Checklist
Prompts for organising transaction records, classification evidence, and apportionment workings.
- ◻ Complete transaction history available
- ◻ Rate classification evidence documented
- ◻ Apportionment workings for each period saved
- ◻ All filed returns archived with supporting data
- ◻ Differences between records identified for review
VAT Filing Readiness: 9 Things to Verify
Interactive prompts for preparing a VAT return: transaction completeness, rate verification, and final review.
Open interactive checklist →Free VAT Transaction Log Template
Excel and CSV template with columns for Transaction Number, TIN, VAT Classification, Net/VAT/Gross amounts, and Direction. Includes reviewed sample rows and instructions.