Our Services
VAT in the NHS can be very complex. Our package deals are tailored for you and ensure proactive support is always there.
We offer a wide range of VAT services. All designed to be as flexible as possible at the best price.
Choose any service on a one off basis or get in touch to discuss our package deals. Offering flexible plans to encompass all your VAT affairs in one place.
VAT Consultancy
VAT Compliance
VAT Consultancy Service Packages
Services available through our full package are outlined below which is then priced based on the 'Tier' level:
Services | Detail | Tier 1 | Tier 2 | Tier 3 | Tier 4 |
Enhanced Quarterly VAT Reviews | • Enhanced COS VAT Reviews by a Senior Reviewer undertaken off-site • Quarterly off-site review and suggested system amendments for sales invoices • Quarterly review of charitable funds purchases for eligible reliefs undertaken off-site | x x x | x x x | x x x | x x x |
| Enhanced VAT Support | • Quarterly face to face meeting • Quarterly call to monitor client satisfaction and discuss any queries • Three general training sessions and one bespoke (tailored based on feedback) training sessions per year, £1000 (based on discounted rates) thereafter • VAT helpline service | x x | x x x | x x x | x x x |
| Standard Method Partial Exemption/Business reviews | • Quarterly review of exempt income to feed into the partial exemption annual adjustment • Combined business/non-business partial exemption standard method, completing the BA and PE annual adjustment | x x | x x | x x | |
| Extended VAT Consultancy Services | • Review of capital invoices • Up-front and end of scheme capital reviews for any scheme over an agreed value • Procurement advice relating to VAT • Zero rated catering reviews • VAT advice in relation to property transactions i.e. sale of property, PFI agreements etc. • Special method partial exemption reviews • Review of contracts to determine VAT recoverability • Ad-hoc VAT advisory | 0 hours annually | 50 hours annually | 100 hours annually | 100 hours annually |
VAT health check and Making Tax Digital (MTD) review | The VAT health check and MTD review is carried out on-site and is designed to: • Provide additional comfort that the group's end to end VAT accounting process deals with VAT appropriately • Prepare the Trust for a VAT inspection as our review is styled to interrogate the businesses controls and processes as HMRC would do. • Recommend the action to be taken to reduce/eliminate the risks as appropriate. • Provide assurance that the VAT control environment within the Trust reduces the likelihood of VAT errors arising to a suitable degree. • Identify any material gaps with respect to the Trusts readiness for Making Tax Digital. • Increase the finance team's knowledge and awareness of the UK VAT obligations of the Trust. | x |
VAT Compliance Service Packages
Packages can be flexed to suite client requirements:
Services | Detail | Tier 1 | Tier 2 | Tier 3 |
VAT Compliance Services | • Analysis and review of Purchase, Cash and Sales transactions for VAT treatment and recovery including COS • Reconciliation of VAT Accounts & PEX (PEX annual adjustments & capital scheme review undertaken by VAT Consultancy) • VAT Return Amendments • VAT Adjustment Journals • Managing Client Queries, COS & Capital* • VAT Helpline -dedicated client manager • Ad hoc advice and support on VAT Returns and related queries • Setting up the client rules for automation • Cos Year End Accrual • User Forums | x | x | x |
| Additional VAT Compliance Charges | • Completion of VAT Review Schedule • AD Hoc data reporting | x | x | |
| Construction Industry Scheme | • End to end Process including CIS Return submission to HMRC | x |