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VAT and MTD — a plain-English checklist

Digital records do not mean “a spreadsheet on a laptop”—they mean your VAT return can be traced from the boxes back to individual transactions with an audit trail.

Checklist we use with clients:

  1. Confirm you are on the right VAT scheme and MTD is switched on with HMRC.
  2. Reconcile VAT boxes in software before filing—do not rely on manual adjustments every quarter.
  3. Store evidence (invoices, margin schemes, reverse charge) in one place your accountant can access without re-emailing attachments.

If something looks odd one quarter, fix the process, not just the return—otherwise it repeats next period.

Ready for books that stay clear—and a month-end you can rely on?

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