Bookkeeping and VAT

Bookkeeping and VAT lists clients on the Bookkeeping service, grouped by VAT cycle: three quarterly cycles and Monthly VAT. Current shows the cycle you're working on now.

Set each client's VAT quarters

Choose Set quarters and pick each client's VAT stagger (their quarter-end months), or use Apply to all. A client won't appear under any cycle until their stagger is set.

Working through a quarter

• Set each client's status and who's assigned.
• Choose Request on a row to email that client for their VAT records, or Request records to email every client shown. Each email is personalised and includes an Upload your records button to their portal.
• Filter by Overdue, Due in 30 days or Submitted.

Octotax tracks the work and deadlines. It doesn't submit VAT returns to HMRC.