AI Checklist Generator

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Home > MAKE ME A CHECK LIST FOR VAT to check invoices from suppliers have been uploaded. i have periods fro

MAKE ME A CHECK LIST FOR VAT to check invoices from suppliers have been uploaded. i have periods fro

Confirm the VAT registration status of the supplier.

Ensure invoices are dated within the VAT period.

Check that the invoices are correctly addressed to your business.

Verify that the invoice amounts include VAT.

Ensure invoices are in an acceptable digital format (PDF, JPEG, etc.).

Check for the presence of all required information on the invoice

Supplier name and address.

Your business name and address.

Invoice date and number.

Description of goods/services.

Total amount and VAT amount.

Access the designated invoice upload platform.

Select the correct VAT period for the upload.

Upload each invoice individually or in bulk as per the system's requirements.

Ensure that all files are uploaded successfully without error messages.

Verify that all uploaded invoices are visible in the system.

Cross-check uploaded invoices against the original documents for accuracy.

Confirm that the total VAT amount on the uploaded invoices matches your records.

Save a copy of the uploaded invoices in a secure location.

Maintain a log of all invoices uploaded, including dates and any issues encountered.

Set reminders for future uploads and VAT return deadlines.

Review the checklist to ensure all steps have been completed.

Address any discrepancies or issues noted during the review.

Prepare for the submission of the VAT return with the uploaded invoices included.

Hey there! Here's a little about us or visit our recurring workflow SaaS: Manifestly Checklists

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