UK VAT return: supporting documents

Sales and purchase backing, EC acquisitions, flat rate scheme evidence, and scheme-change notes for a VAT quarter review.

What this template is for

A VAT return review needs traceability: sales and purchase totals, exempt/zero-rated lines, and scheme elections. This request mirrors what many practices collect before submitting or reviewing a client’s MTD return.

When to use it

Quarterly or monthly VAT cycles.
First return after registration or scheme change.
When HMRC has raised questions and you need a tidy evidence pack.

Tips

Ask for digital links to bookkeeping reports when possible (QBO/Xero VAT detail).
If the client is flat rate, include the sector and first/last day of the period in your cover note.

Checklist preview

What this template asks for

These items are cloned into your workspace when you use the template. Edit anything before you send.

6 items

VAT period dates and scheme
Required Short answer

Example: 01/01/2026–31/03/2026, standard scheme.
Sales day book or VAT sales summary
Required File upload

Should show net, VAT rate, and VAT amount by line or category.
Purchase invoices and expenses (period)
Required File upload

Zip folder or bookkeeping export is fine.
EC acquisitions or reverse charge support (if applicable)
File upload

Invoices from EU suppliers and any customs paperwork if relevant.
Partial exemption / margin scheme notes
Long answer

Skip if not applicable.
Confirm: figures agree to your bookkeeping before submission
Required Checkbox

Tick when the client has reconciled card feeds and bank.

Add this to your workspace, then send when you are ready

We save it as a template so you can adjust items, choose a client, and send like any other request.