VAT Templates
Checklists and trackers for VAT returns, payments, and record keeping. Download and use for free.
How to use these VAT templates
Each template covers one recurring VAT job: preparing the return, proving payments, tracking deadlines quarter by quarter, and keeping the records MTD expects. Download the one that matches the task, work through it once, then reuse it every period — VAT rewards identical process every quarter.
Two things templates cannot replace: MTD-compatible software (spreadsheets feed it, they do not substitute for it), and judgement on edge cases — reverse charge, partial exemption, scheme choices. For those, the VAT guides in our resources hub go deeper, and the 20-minute call settles anything genuinely uncertain.
Frequently asked questions
Are these templates really free?
Yes — download, copy, and use them without signup. They are the working documents we wish every new VAT client arrived with.
Do these satisfy Making Tax Digital?
They organise the work around it, but MTD itself requires digital records filed through compatible software with digital links. Use the templates for process; use software for the filing.
Which template should I start with?
The VAT Return Preparation Checklist — one pass through it before each filing catches the recurring errors: missing invoices, blocked input VAT claims, and reverse-charge omissions.
Need help with vat?
Book a call and we will explain the next steps clearly.