Hand your accountant a clean file for the period, with the gaps already marked.
Tax return data assembles what your accountant needs for a period. Sales are grouped the way your tax returns ask, alongside the purchase register with supplier tax registration numbers, credit notes and an item code summary. Problems in your data show before the file leaves your office. Your accountant confirms the local treatment, and we record that decision against the setting. The software prepares data and gives no tax or legal advice.
On the eighth the accountant asks for last month’s sales file. What arrives is an export with three customers missing a tax registration number, two bills raised with the wrong place of supply, and a credit note nobody mentioned. The next four days go on corrections by email.
The data is assembled from bills as they were raised, period by period. Anything a return would reject shows up first on your side. Fix it here. Then the file goes across clean.
What your team uses today.
The module takes over these, one at a time, so nothing has to stop while it is set up.
- A sheet pieced together at period end
- A pile of purchase bills checked by hand
- A note of items to correct next time
The problems this is meant to ease.
What tax return data does.
What this looks like in a working week.
Illustrative scenarios, written to show the shape of the work. They are not accounts of client systems.
The people who open this every day.
From first conversation to daily use.
Review the returns you file
Share a past return and the register behind it. A note follows. It names the groupings the data must follow.
Confirm treatment with your accountant
How local rules apply to your items is decided by the accountant. Each decision is recorded against its setting. The software prepares data and gives no tax advice.
Trial on a past period
Provide the bills of a closed period. A trial output comes back with the check list, to hold against the filed return.
Train accounts
Accounts staff and the accountant rehearse the checks on real bills. Written answers follow any questions.
First live period
Data for the period is prepared and the accountant files from it. The period locks after filing.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Bills missing a supplier registration number
- Credit and debit notes not linked to a bill
- Mismatch lines still open against the authority statement
- Periods locked after filing
- Amendments made after a period was locked
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Invoice management
- Tax management
- E-invoicing where a tax authority requires it
- Your accountant’s filing software
- Accounting software
How we would put it in.
Questions owners ask about tax return data.
Does it file our tax returns?
No, and be careful with software that says it does. It prepares the data for a period. Filing happens in your accountant’s software or on the authority’s system, and nothing is filed without your approval. Responsibility for what is filed stays with your business and your accountant.
Can it match our input tax credit?
It can compare your purchase register with any statement your accountant downloads, and show what is missing on either side. Whether a credit may be claimed is your accountant’s call.
Is this needed if our accountant works straight from accounting software?
Then leave it alone. This is for businesses billing at a counter or a site, where bills reach the books late and corrections happen over email early every month. Share how your bills reach your accountant today and we will say whether this is worth building.
What if a bill has to change after the return is filed?
The period is locked, so the change is recorded as an amendment with its own date and reason. How it is reported afterwards is decided by your accountant and not by the software.
What changes the quote for tax return data?
The volume of bills raised, the invoicing and accounting systems linked, and any e-invoicing need. Each connection is separate work. Your scope is read first, and any connection can be taken out of the quotation.
What decides when the first period can be prepared?
The completeness of item codes and supplier details, plus the date your accountant confirms treatment. Sales grouping, the purchase register and the checks make the opening release. Statement comparison follows. The proposal holds dates.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle tax return data today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements