The VAT software your practice runs every quarter without chasing schemes, schedules and reverse charge.
Let AI Agent run your VAT
Check scheme
"Review the VAT scheme on file for this client in Xero and confirm it still fits last quarter's turnover, sector and supply mix. Check whether standard, flat rate, cash accounting or annual accounting applies, and whether the flat rate percentage matches the client's sector. If the rolling twelve-month turnover is approaching the deregistration or flat-rate exit threshold, pause and ask me whether to recommend a scheme change to the senior. If the client is partially exempt, ask me where the standard or special method note lives. Save a note for the practice manager listing scheme status, threshold proximity and any clients flagged for senior review before this quarter's coding starts."
Code transactions
"Code last quarter's purchase invoices and sales receipts for this client in QuickBooks. Read supplier invoices from Gmail, pick the VAT tax code by supplier history, sector rules and prior corrections from the practice. Flag zero-rated, exempt, outside-the-scope and standard 20% entries; isolate fuel scale charges and entertainment that needs blocking. If a supplier is new or the tax code is unclear, ask me whether to follow the prior client coding or open a fresh rule. Pause before posting any new coding rule into the ledger. Save a note for the practice manager listing coded entries, exceptions and supplier queries for me to clear before partial exemption is calculated."
Apply reverse charge
"Run the domestic reverse charge in Sage 50 across last quarter's invoices for this CIS contractor client. Confirm subcontractor verification status with HMRC, identify supplies in scope of the DRC for construction services, and post the supplier invoices with the reverse charge tax codes so output VAT is declared and recovered in the same return. For the wider DRC list, check whether the supply is mobile phones, computer chips or wholesale telecoms, and apply DRC accordingly. If a supply sits outside DRC scope, ask me whether to switch to standard 20% before posting. Save a note for the practice manager listing DRC applied, supplies excluded and queries for the practice."
Prep return
"Prepare the quarterly value added tax system return for this client in FreeAgent. Roll the coded transactions into the nine boxes, apply the agreed partial exemption method, deduct blocked input tax, fold in postponed import VAT and the flat rate calculation where it applies. Compare the liability against the prior quarter and the year-to-date pattern, and flag any movement larger than the practice's materiality. If the liability looks unusual, pause and ask me before locking the return. Ask me where the senior signs off the VAT pack. Save the return, the working papers and the reconciliation to Google Drive ready for sign-off."
Up to 80% lower cost to serve, per VAT
VAT calc, partial-exemption splits, retail-scheme adjustments and VAT9 prep stop running on staff client by client. The AI Agents repeat the VAT motion across the book, which delivers up to 80% lower cost to serve per VAT client, with manager review held on unusual treatments.
VAT software that learns your practice's coding decisions
Generic VAT software treats every business the same. Minded remembers how your practice treated this client last quarter: recurring suppliers, the partial exemption split, reverse charge calls, entertainment blocks. Each new return arrives part-coded against the firm's prior decisions. Connect this with AP automation with AI so coding and return prep run as one motion across the practice.
One VAT flow across Xero, QuickBooks, Sage and FreeAgent
A real practice carries clients on Xero, QuickBooks, Sage 50 and FreeAgent at the same time, and the VAT app needs to run inside each ledger without rebuilding the workflow per system. For the next step, see how the agent runs MTD VAT return with AI once the working papers are signed off, alongside broader VAT compliance with AI.
How does this VAT app differ from Avalara or Anrok-style sales tax tools?
Avalara and Anrok target in-house finance for e-commerce, mostly cross-border rate lookup. Minded is built for a UK practice running VAT across Ltd companies, sole traders and partnerships. It covers scheme selection, partial exemption, reverse charge and quarterly return prep across the client book.
Can the agent handle partial exemption and de minimis tests across mixed clients?
Yes. The agent applies each client's partial exemption method, runs the de minimis test, and flags exempt versus taxable input tax with the supporting calculation. Where a special method applies, it follows the agreed allocation and pauses for senior review before adjusting recoverable input VAT.
How does Minded apply the domestic reverse charge for CIS and the wider DRC list?
For CIS subcontractor invoices the agent checks the verification status, applies DRC for construction services, and posts supplier invoices with the reverse charge tax codes in your ledger. The same logic applies to the wider DRC list including mobile phones, computer chips and wholesale telecoms.
Does the agent support flat rate, cash accounting and annual accounting schemes?
Yes. The agent reads the client's VAT scheme from the ledger, applies flat rate percentages by sector, switches to cash basis for cash accounting clients, and prepares the annual accounting balancing return where in use. Scheme eligibility is reviewed each quarter when turnover approaches a threshold.
How are postponed import VAT and the C79 statement handled after Brexit?
The agent pulls the monthly postponed import VAT statement from the HMRC Customs Declaration Service, reconciles it against supplier invoices in the ledger, and posts postponed VAT entries on the return. C79 certificates for non-postponed entries are matched to the original purchase and saved with the audit pack.