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Bookkeeping & Compliance

VAT Registration Threshold Monitor

Track rolling 12-month taxable turnover against the VAT registration and deregistration thresholds

£20

Secure checkout. Your file is ready in your client portal as soon as payment clears.

VAT Registration Threshold Monitor

Overview

A business must register for VAT if its VAT-taxable turnover for the last 12 months goes over the registration threshold (£90,000 from 1 April 2024), or if it expects to go over the threshold in the next 30 days alone. The 12 months are a rolling period, not the tax year or your accounting year, so turnover needs checking at the end of every month.

Price
£20
Who it’s for
Bookkeeping & Compliance
Works with
Microsoft Excel for Windows and Mac
Buy now

See how it works

A walk through the main sheets

The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.

Step 1

Monthly Turnover

Taxable sales, rolling total and status for every month. What you do: one line a month.

Monthly Turnover
Settings

Step 2

Settings

Thresholds and your first month. What you do: set up once.

Step 3

Guide

What counts as taxable turnover. What you do: read when you start.

Guide

Step 4

Who it is for

Made for people like you

  • Example – text
  • Growing small businesses – Register on time and avoid penalties.
  • Sole traders near the threshold – See when you will cross it.
  • Bookkeepers and accountants – Monitor clients' turnover each month.

Quick start

Up and running in minutes

  1. Example – text
  1. Settings – Enter your first month and whether you are already registered.
  2. Monthly Turnover – Enter each month's VAT-taxable sales (standard, reduced and zero-rated) and mark it Actual. Add Forecast months to look ahead.
  3. Status – Check the status column. "Over – register" gives the date to tell HMRC and your registration date.

Key features

  • Adds up your VAT-taxable sales month by month and keeps a rolling 12-month total – the figure HMRC looks at.
  • Warns you as you approach the £90,000 registration threshold, flags the 30-day "next 30 days" test, and works out when to tell HMRC and your registration date.
  • Lets you add forecast months so you can see when you are likely to cross the threshold, and shows when a registered business could deregister.

What’s included

  • Dashboard – Where you stand
  • Settings – Thresholds and start month
  • Monthly Turnover – Sales, rolling total and status
  • Guide – How to use this workbook

How buying works

Your file is only released to your client portal once payment has cleared.

1

Click Buy now

You are taken to our secure checkout.

2

Pay securely

Checkout takes a minute and you get a receipt by email.

3

Download your file

Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.

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Part of AML Finance Group

Need an accountant too?

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