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Sales Tax & VAT Filing

Registration when you cross the threshold, tax treatment mapped for everything you sell, reconciled returns filed and paid on time, and the cross-border, scheme and correction work trading businesses run into.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Then open the Marketplace in the app, search for Sales Tax & VAT Filing, and click Install. It goes into your own files, and works offline from then on.

Before you start: this plan is general information to help you organise your own money decisions. It is not financial, investment, tax or legal advice. Check decisions that matter with a qualified, licensed adviser in your country, and remember that investing and trading can lose money.

What it installs.

1

Pillar

1

Area

50

Projects

205

Starter tasks

🧾 Finance & Accounting

Sales Tax & VAT Filing

Registering for, calculating, reconciling and filing sales tax or VAT returns on time, including schemes, thresholds and corrections, for trading businesses.

  1. Taxable turnover tracker against the registration threshold
  2. Sales tax or VAT registration application
  3. Map of where your sales are taxable
  4. Tax treatment map for everything you sell
  5. Filing and payment calendar for every tax period
  6. Online tax account and filing access
  7. Filing frequency and accounting scheme choice
  8. Tax rates mapped to return boxes in your software
  9. Who prepares, reviews and submits each return
  10. Collected tax set aside in a holding account
  11. Tax control account reconciliation before each return
  12. Return preparation checklist for each period
  13. Period-on-period variance review of the return
  14. Tax payment made on time with cleared funds
  15. Submitted return archive and workings pack
  16. Valid tax invoice chase for reclaimed purchases
  17. Customer exemption and resale certificate register
  18. New product and service tax treatment check
  19. Rate and rule change watch
  20. Annual sales tax health check
  21. How a VAT or GST return is built, box by box
  22. Tax point and time of supply rules
  23. Evidence rules for reclaiming tax on purchases
  24. Blocked input tax on cars, entertainment and private use
  25. Place of supply rules for cross-border services
  26. Import tax on goods and postponed accounting
  27. Deposits, discounts, vouchers and bad debt relief
  28. Marketplace and platform collection rules
  29. Flat rate or simplified scheme comparison on real numbers
  30. Sales tax calculation software decision
  31. Correcting errors found in past returns
  32. Voluntary registration below the threshold
  33. Five-day return turnaround after period end
  34. Absorbing or passing on tax when you register
  35. Asking the tax authority for a written ruling
  36. First return after registration
  37. Year-end tax reconciliation to the annual accounts
  38. Tax rate change cut-over day
  39. Move to digital filing and record rules
  40. First export of goods with zero-rating evidence
  41. Late registration catch-up after missing the threshold
  42. Freelancer billing clients in other countries
  43. Founder selling digital services to consumers abroad
  44. Online shop selling into many states or countries
  45. Mixed-rate till sales in shops and hospitality
  46. Final return and deregistration when closing or selling
  47. Partial exemption calculation and annual adjustment
  48. Capital goods adjustments on property and major equipment
  49. Group registration for related companies
  50. Sales tax controls and procedures manual

Where it starts.

Each project arrives with its purpose, milestones and first tasks written out. Here is how the first three read.

Taxable turnover tracker against the registration threshold

Most tax authorities require registration once taxable sales pass a threshold over a rolling period, often twelve months, and the test is usually applied every month rather than once a year. A simple tracker that adds up the last twelve months of taxable turnover tells you weeks in advance when you are getting close, instead of discovering it after the deadline to register has passed.

First tasks

  • Look up the current registration threshold on your tax authority's website
  • Pull monthly sales totals for the last twelve months from your accounts
  • Mark any exempt or out-of-scope income that should not count
  • Update the rolling twelve-month taxable turnover figure @recurring(monthly:3)

Sales tax or VAT registration application

Registering is a form, but the answers on it fix your effective date, your filing periods and sometimes your scheme for years. Gathering the documents first and agreeing the effective date with your accountant means the application goes in once, on time, and the confirmation arrives before the first invoice that needs your tax number.

First tasks

  • Agree the effective date of registration with your accountant
  • Gather turnover estimates, bank details and activity descriptions
  • Submit the application on the tax authority's official website
  • Save the confirmation and registration number in the tax folder
  • Add the tax number to your software settings and invoice template

Map of where your sales are taxable

Selling across borders, or across states in a country such as the United States, can create tax obligations in places where you have no office or staff. Economic nexus rules, place of supply rules and digital services rules each decide where tax is due, and a one-page map of your sales by location against each location's test shows where you are already liable and where you are close.

First tasks

  • Export twelve months of sales with each customer's delivery location
  • Group the sales by state, province or country
  • Note the registration test for each location with meaningful sales
  • Ask the agent to draft a one-page table of each location's status
  • Ask your adviser to confirm which locations need registration now

Make it yours.

Install Sales Tax & VAT Filing, then tell Aurum the date you're aiming for. It checks whether the plan fits the weeks you actually have.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Blueprints are general information to help you organise your own work. They are not medical, financial, legal or other professional advice. See the Terms.