Documentation & Resources
Comprehensive guides and sample files to help you get started with Tax Optimiser
User Guides
Step-by-step guides to help you create accounts, link to HMRC, configure spreadsheets and submit returns
Organisation/Business User Guide
Complete guide for business owners on managing your tax submissions, connecting to HMRC, and submitting VAT returns through Tax Optimiser
View GuideAccountants/Bookkeepers User Guide
Professional guide for accountants and bookkeepers on managing multiple clients, batch submissions, and advanced features
View GuideSample Files
Download example spreadsheets to understand the correct format for VAT submissions
Important: Please ensure you check with a qualified accountant to make sure you are calculating the values correctly for your situation
Basic Output File Example
Simple VAT return template showing the 9 box format required by HMRC. Perfect for getting started
Download FileExample with Transactions & Formulas
Advanced template with transaction details and automated formulas to calculate VAT boxes from your sales and purchase data
Download FileGross Amount Calculation Example
Template for calculating net values from gross amounts. Ideal when your accounting system outputs gross figures
Download FileFlat Rate Scheme Example
Specialized template for businesses on the VAT Flat Rate Scheme with pre-configured calculations
Download File