For accountants & bookkeepers
Manage margin scheme compliance across multiple client businesses. Automate stock books, VAT calculations, and audit trails — so you can deliver accurate results in a fraction of the time.
14-day free trial · No credit card required · Cancel anytime
Margin scheme businesses need item-level VAT records — but most give you messy spreadsheets, inconsistent invoices, and incomplete data. You spend hours every quarter reconciling records that should take minutes.
Clients send spreadsheets with missing columns, inconsistent formats, and no clear purchase-to-sale links. You have to clean it all up before you can even start.
Linking individual items from purchase invoices to sales invoices across different systems and formats is slow, tedious, and error-prone.
If you have several margin scheme clients, the same painful reconciliation process repeats every quarter for each one.
When HMRC queries a specific item, you need to trace it from purchase to sale. Spreadsheets don't give you that traceability.
Building HMRC-compliant stock book records manually from raw client data is one of the most time-consuming tasks in margin scheme accounting.
Errors in margin scheme calculations can lead to penalties. The less structured your data, the higher the risk of mistakes going unnoticed.
Manage margin scheme records for multiple client companies from a single account. Data is kept completely separate with role-based access.
The matching engine proposes purchase-to-sale links using serial numbers, references, and product details. Batch approve with one click.
Generate HMRC-compliant stock book records instantly. No more building them manually from raw client data.
Per-item margin calculations are deterministic and auditable. Negative margins, edge cases, and partial matches are handled correctly.
Sync transaction data from QuickBooks Online to reduce duplicate entry. Import client data directly from their existing accounting setup.
Export stock books, VAT period summaries, and profit breakdowns to CSV or PDF. Ready for filing, client delivery, or HMRC inspection.
Invite team members with role-based permissions — owner, accountant, staff, or read-only. Share the workload across your practice.
Every import, match, approval, and edit is logged with timestamps and user details. Full traceability for every item.
Import historical data from client spreadsheets with flexible column mapping. Get new clients set up quickly without reformatting.
Cut quarterly reconciliation time from hours to minutes
Deliver accurate, HMRC-compliant records to every client
Reduce liability risk with deterministic calculations and audit trails
Manage all margin scheme clients from one dashboard
Free up capacity to take on more clients
Give clients real-time visibility into their own data
Yes. VAT Margin supports multi-company management. You can manage margin scheme records for multiple client businesses from a single account, with each company's data kept completely separate. Role-based access lets your team collaborate across clients.
You can export stock book records, VAT period summaries, and profit breakdowns to CSV or PDF. These are formatted for HMRC compliance and can be used directly for VAT return filing or delivered to clients as part of your quarterly workflow.
Yes. VAT Margin integrates with QuickBooks Online, allowing you to sync transaction data and reduce duplicate data entry. This is particularly useful for accountants who already manage client bookkeeping in QuickBooks.
The smart matching engine automatically proposes purchase-to-sale matches using serial numbers, references, and product details. Batch approval workflows let you review and approve matches quickly. Stock book and VAT reports are generated in one click — eliminating hours of manual spreadsheet work.
Yes. Every action is logged — imports, matches, approvals, and edits. The audit trail shows who did what and when, providing the traceability HMRC expects during margin scheme inspections. Stock books include full purchase-to-sale links for every item.
Join accountants and bookkeepers across the UK who use VAT Margin to manage margin scheme compliance efficiently and accurately.
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