5 Tips for Stress-Free VAT Quarter Filing

VAT quarter filing deadlines can be one of the most stressful times for small business owners. But with the right tools and organization, you can turn it into a smooth, manageable process.

1. Process Invoices as They Arrive

Don't wait until the end of the quarter to organize your invoices. With VATextract, you can:

• Forward invoices immediately when they arrive in your inbox
• Upload scanned invoices the same day you receive them
• Build your organized invoice database throughout the quarter

Pro tip: Set up email forwarding rules so invoices automatically go to your VATextract address.

2. Use the VAT Quarter Summary

VATextract's dashboard includes a VAT Quarter Summary that shows:

• Total invoices processed this quarter
• Sum of all VAT amounts
• Breakdown by VAT rate (20%, 5%, 0%)
• Quick overview of your quarter-to-date numbers

This gives you a real-time view of your VAT position without waiting until the deadline.

3. Verify Data Before Export

Before exporting for filing:

• Review the invoice list in your dashboard
• Check that all invoices for the period are included
• Verify amounts match your expectations
• Use the search feature to find any missing invoices

4. Export in Your Preferred Format

VATextract offers flexible export options:

• Bulk CSV export: Quick download of all invoice data
• Excel export: Formatted spreadsheet with formulas and totals
• Single invoice export: Detailed export including line items

Choose the format that works best with your accounting workflow.

5. Keep Original Files Accessible

All your original invoice PDFs and images are stored securely in VATextract. You can:

• Download originals at any time
• View them alongside extracted data
• Keep them for the required retention period
• Access them for audits or verification

Conclusion

VAT filing doesn't have to disrupt your business. By staying organized throughout the quarter and using automated tools, you can file with confidence and get back to growing your business.

Ready to simplify your VAT process? Sign up for VATextract today.