VAT Claimable Expenses Review

What the VAT Claimable Expenses Review covers

This review focuses on the day-to-day transactions where VAT is commonly missed or coded incorrectly.

• Check your expense and purchase entries for VAT reclaim opportunities
• Confirm you have the right evidence (valid VAT invoices and supporting documents)
• Review VAT coding and treatment in your bookkeeping system
• Flag items with restricted or special VAT rules (for example, entertainment or mixed business and personal use)
• Identify common errors that can distort VAT returns (wrong rates, wrong supplier status, duplicate claims)
• Provide a clear list of adjustments and recommended process changes

When this service is most useful

This is a good fit if you:

• Are VAT registered and want confidence you are not leaving money unclaimed
• Have recently changed bookkeeping processes, staff, or software
• Regularly post expenses in bulk and worry about coding consistency
• Have complex purchases (imports, overseas suppliers, subscriptions, fuel, travel)
• Want to reduce VAT risk before submitting a return or ahead of an HMRC check

How the review is delivered

We start by agreeing the VAT periods and the data source (your cloud bookkeeping, export, or expense app). We then sample and test transactions, focusing on higher-risk categories and repeated suppliers, and we reconcile findings back to your VAT reports.

You will be asked for supporting documents where needed, and we will highlight where the VAT position depends on the nature of the cost and how it is used in the business.

What happens after the review

You receive a summary of claimable VAT opportunities, errors to correct, and any evidence gaps to close. Where relevant, we can help you apply corrections in the bookkeeping records and reflect them correctly in your next VAT return. You also get practical guidance to prevent the same issues recurring, such as standard VAT coding rules and a simple checklist for invoices.