Beginner

VAT return prep checklist with reconciliations to GL

Creates a VAT return checklist including reconciliations to the GL and exception handling. Useful for controllers and tax teams reducing return errors.

Create a VAT return preparation checklist for {entity_name} for period {vat_period}.

Inputs:
- VAT codes and mapping: {vat_code_mapping}
- GL VAT accounts and balances: {gl_vat_accounts}
- Sales/purchase ledgers: {ledgers}
- Prior period adjustments and audits: {prior_adjustments}

Output:
1) Checklist steps: extract → map → reconcile → review → file.
2) Reconciliation tables: output VAT, input VAT, adjustments to GL.
3) Common error checks (wrong codes, partial exemption, reverse charge).
4) Documentation pack list and review sign-off template.

Make it operational and repeatable.

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Apportionment workpaper: factor sourcing rules and tie-outs

Builds an apportionment workpaper template and ties factor data back to GL/subledgers. Useful for defensible SALT filings and audit readiness.

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Corporate tax return workplan and data request list

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Withholding tax (WHT) assessment for cross-border payments

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