VAT & Financial Audit Preparation
Prepare a consistent set of records for review by your appointed VAT adviser or external auditor, with a clear trail back to the source documents.
Discuss your requirementsFinancial evidence that is easier to review and reconcile
VAT and audit preparation can require information spread across finance systems, invoices and operating records. Confirming the relevant entities, reporting period and requested schedules early helps the team address missing support before review.
Scope of work
We map requests to available records, reconcile agreed schedules and log outstanding evidence or differences. Questions requiring tax advice, filing decisions or audit judgement are referred to the appointed professional.
Review requirements
We confirm the entities, period and records requested by the appointed professional and agree who owns each schedule.
Record preparation
We reconcile agreed schedules to supporting documents and document differences or missing evidence for review.
Handover and follow-up
The indexed handover lists outstanding items and the questions that need to go to the appointed adviser or auditor.
Frequently asked questions
Who provides the audit opinion or tax advice?
The appointed auditor or tax professional is responsible for regulated advice and opinions. Confirm the available support when requesting a quotation.
What can we prepare before handing records to our adviser?
Organise the invoices, credit notes, transaction schedules, reconciliations and prior filings requested for the period. Raise questions about treatment or filing with the appointed adviser.
Project enquiries
Discuss the scope of your engagement
Share your objectives, the locations in scope and the decision or deadline you are working towards.
Request a consultation