VAT work needs clear records and a clear description of the support involved. You may need help organising information for a return, reviewing a particular issue or coordinating work with an existing adviser. EPOS Accountancy will confirm whether the proposed requirement falls within an available service before agreeing the engagement.
Tell us whether you are currently registered, which reporting arrangements you use and what is causing difficulty. A pricing option for VAT returns does not determine whether your business should register, which treatment applies to a transaction or whether a specialist issue is covered.
What the scope needs to identify
A proposed service could cover reviewing supplied records, investigating agreed queries, preparing specified return information and making authorised submissions where agreed. Advice on registration, schemes or unusual transactions should be treated as distinct work and checked for suitability.
| Area to agree | Possible deliverable | Your responsibility |
|---|---|---|
| Record preparation | Organised information and query list | Supply invoices and relevant records |
| Return work | Draft figures and agreed review | Explain transactions and review information |
| Submission | Confirmed authorised submission task | Give necessary approval and authority |
| Specific advice | Defined review of an accepted question | Provide complete background and documents |
The engagement should state the reporting periods, records covered and treatment of corrections. It should also explain who keeps track of relevant dates and who makes payments. Bookkeeping, historical corrections and specialist advice are included only if stated.
Information we may need
Relevant inputs can include sales and purchase records, supporting invoices, accounting access and details of adjustments or unusual transactions. Tell us about overseas activity, different sales channels or changes to the business so suitability can be reviewed rather than assumed.
You provide accurate information and respond to queries through the agreed process. If records are incomplete, we discuss the additional work or limitations before treating the return figures as ready for approval. Initial enquiries should describe the need without sending sensitive access credentials.
How the work proceeds
We first clarify the requirement and confirm the work involved. We then agree the scope, fees, timetable and submission responsibilities. Records are reviewed, queries are raised and the specified outputs are prepared for the agreed approval process. Any accepted submission work follows only with the required information and authorisation.
How this works in practice
Imagine a retailer whose sales records and payment processor deposits do not agree. A scoped review could reconcile the information and identify missing documents before return preparation. A transaction needing specialist treatment would be referred for an appropriate review rather than resolved through a general assumption. This illustrates a possible process, not a tax conclusion or client case study.
Explain the VAT help you need
Tell us your current arrangements and the periods or questions involved. We can confirm suitability and the next step towards an agreed scope.