VAT Digital Record Keeping Setup

What VAT digital record keeping setup covers

This service is designed to get your day-to-day VAT records organised and reliable, so VAT reporting is based on accurate source data.

• Review of your current record keeping and VAT reporting pain points
• Set up or tidy up your bookkeeping system for VAT tracking (rates, codes, and VAT scheme where applicable)
• A clear process for raising sales invoices and recording income
• A clear process for capturing costs, receipts, and supplier bills
• Bank feed and reconciliation workflow to keep records current
• Guidance on digital links and maintaining an audit trail for MTD
• Simple month end or quarter end checklist to reduce missed items
• Test checks to confirm VAT reports reflect how you trade

Who this is for

• VAT-registered sole traders and limited companies that want fewer surprises at VAT quarter end
• Businesses moving from spreadsheets to cloud bookkeeping
• Teams where more than one person raises invoices or processes expenses
• Businesses with mixed VAT rates or frequent import and online sales transactions

How the setup works

We start by looking at how you currently invoice, take payments, and record costs. Then we configure VAT settings and map out a workflow that fits your routine, including who does what and when. Finally, we run checks on VAT reporting and share a simple set of steps so you can keep records consistent between quarters.

What happens after setup

You will have a repeatable process to follow and clearer VAT reports during the quarter, not just at the deadline. If you want ongoing support, this can be paired with regular bookkeeping reviews and VAT return preparation so issues are picked up early.