UK VAT returns with AI: what to expect
How AccBooks AI prepares HMRC-ready VAT returns and what to look out for at each VAT period.
By Sarah Mitchell
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Getting started with AccBooks AI in 5 minutes
From your first upload to your first set of accounts — a quick walkthrough of how AccBooks AI works.
By The AccBooks Team
Read article → Bulk approving reconciliation matches
How to review and approve multiple high-confidence transactions in one action, saving hours of manual reconciliation time.
By AccBooks Team
Read article → Auto-enrolment pension in AccBooks AI
How to set up your workplace pension scheme, enrol eligible employees and process pension contributions through payroll.
By AccBooks Team
Read article → Adding employees to AccBooks AI payroll
How to add a new employee, enter their starter details, assign a tax code and set up their pay elements ready for the first payroll run.
By AccBooks Team
Read article → Approval workflows in AccBooks AI
How to set up multi-step approval chains for transactions, journals, invoices and payment runs — ensuring nothing is posted without sign-off.
By AccBooks Team
Read article → Capital vs revenue expenditure
How to decide whether a purchase should be treated as a capital asset or an immediate expense — and the tax implications of getting it wrong.
By AccBooks Team
Read article → Capital allowances in AccBooks AI
How capital allowances work, which assets qualify, and how AccBooks calculates AIA, writing-down allowances and first-year allowances automatically.
By AccBooks Team
Read article → Chart of accounts overview
What the chart of accounts is, how AccBooks organises it, and how to add, rename or reclassify accounts to match your business.
By AccBooks Team
Read article → CIS contractors in AccBooks AI
How to manage Construction Industry Scheme (CIS) deductions — verifying subcontractors, making deductions, filing monthly returns and handling gross payment status.
By AccBooks Team
Read article → Cashflow forecast in AccBooks AI
How to generate, customise and interpret the cashflow forecast — projected bank balances, scenario modelling and early warning alerts.
By AccBooks Team
Read article → Balance sheet report in AccBooks AI
How to generate, read and understand the balance sheet — assets, liabilities, equity and how it balances with your P&L.
By AccBooks Team
Read article → Common VAT mistakes and how to avoid them
The most frequent VAT errors AccBooks customers encounter — and how AccBooks helps you catch them before they end up on a return.
By AccBooks Team
Read article → Companies House in AccBooks AI
How to use AccBooks to look up company information, file annual accounts and confirmation statements, and track your filing deadlines.
By AccBooks Team
Read article → Commenting and annotations in AccBooks AI
How to add comments to transactions, invoices and journals — flagging items for colleagues, leaving notes for auditors and resolving queries.
By AccBooks Team
Read article → Connecting a bank feed to AccBooks AI
How to link your UK or EU bank account via Open Banking, what to do when a feed stops, and how to handle accounts that don't support Open Banking.
By AccBooks Team
Read article → Configuring VAT settings in AccBooks AI
How to enter your VAT number, choose your VAT scheme, set your filing frequency and connect to HMRC for Making Tax Digital.
By AccBooks Team
Read article → Confirmation statements — what they are and how to file
What the annual confirmation statement covers, how to file it through AccBooks and what happens if you miss the deadline.
By AccBooks Team
Read article → Confidence scores explained
How AccBooks AI scores its transaction classifications, what factors influence the score, and how to use scores to prioritise your review work.
By AccBooks Team
Read article → The AccBooks client portal
How accounting firms use the AccBooks firm portal to manage multiple clients — portfolio view, triage queue, deadlines and client communication.
By AccBooks Team
Read article → Connecting Shopify to AccBooks AI
How to sync your Shopify store with AccBooks — importing orders, payouts, refunds and inventory adjustments automatically.
By AccBooks Team
Read article → Connecting Stripe to AccBooks AI
How to link your Stripe account to AccBooks for automatic reconciliation of payouts, fees, refunds and subscription revenue.
By AccBooks Team
Read article → Corporation tax filing deadlines
When your CT600 must be filed, when tax must be paid, quarterly instalment rules for large companies, and what happens if you miss a deadline.
By AccBooks Team
Read article → Credit notes and refunds in AccBooks AI
How to issue a credit note against an invoice, process a full or partial refund, and handle returns in your accounting records.
By AccBooks Team
Read article → Creating an invoice in AccBooks AI
How to create a professional customer invoice with line items, VAT, payment terms and your company branding — and send it in one click.
By AccBooks Team
Read article → CT600 preparation in AccBooks AI
How to prepare your company tax return (CT600), review the tax computation and download the iXBRL-tagged document for filing with HMRC.
By AccBooks Team
Read article → Corporation tax overview
What corporation tax is, who pays it, when it's due, and how AccBooks AI helps you track your liability throughout the year.
By AccBooks Team
Read article → Disposing of a fixed asset
How to record the sale, scrap or part-exchange of a fixed asset in AccBooks — including profit or loss on disposal and capital allowances implications.
By AccBooks Team
Read article → Exporting reports to Excel and PDF
How to download any AccBooks report as a formatted PDF or an Excel workbook — with custom branding, cover pages and scheduling.
By AccBooks Team
Read article → Depreciation methods in AccBooks AI
Straight-line vs reducing balance depreciation — how each method works, when to use each one, and how AccBooks calculates and posts the charge.
By AccBooks Team
Read article → Document sharing in AccBooks AI
How to upload, organise and share financial documents — receipts, invoices, contracts and reports — with team members and clients.
By AccBooks Team
Read article → Filing a VAT return with AccBooks AI
Step-by-step guide to preparing, reviewing and submitting a VAT return to HMRC via Making Tax Digital directly from AccBooks.
By AccBooks Team
Read article → Filing deadlines calendar
A complete reference for every UK compliance filing deadline — Companies House, HMRC VAT, PAYE, corporation tax and payroll year-end.
By AccBooks Team
Read article → Fixed asset register in AccBooks AI
How to set up and maintain your fixed asset register — adding assets, tracking cost, accumulated depreciation and net book value.
By AccBooks Team
Read article → Handling unmatched transactions
What to do when AccBooks can't automatically classify a transaction — including manual posting, creating new accounts, and marking transactions as personal.
By AccBooks Team
Read article → How bank feeds work in AccBooks AI
A plain-English explanation of Open Banking, how AccBooks fetches your transactions, and how the AI processes them.
By AccBooks Team
Read article → Importing bank statements manually
How to upload bank statement CSV, PDF or OFX files when a live bank feed isn't available or transactions are missing.
By AccBooks Team
Read article → Integrations overview
The full list of AccBooks integrations — banks, payment providers, eCommerce platforms, payroll tools and developer APIs.
By AccBooks Team
Read article → Importing historical data into AccBooks AI
Bring in prior-year transactions, opening balances and existing journals from Xero, QuickBooks, Sage, FreeAgent and CSV files.
By AccBooks Team
Read article → Inviting clients to AccBooks AI
How to give your clients secure, limited access to their own books — read-only views, approval portals and the client dashboard.
By AccBooks Team
Read article → Inviting your team to AccBooks AI
How to add accountants, bookkeepers and read-only users — with the right roles and permissions for each.
By AccBooks Team
Read article → Marginal relief explained
How the corporation tax marginal relief works for companies with profits between £50,000 and £250,000, and how AccBooks calculates it automatically.
By AccBooks Team
Read article → Setting up the AccBooks AI mobile app
Download, install and configure the AccBooks mobile app on iOS and Android — including biometric sign-in, push notifications and offline approvals.
By AccBooks Team
Read article → Multi-account reconciliation
How to manage reconciliation across multiple bank accounts, currencies and entities in AccBooks AI.
By AccBooks Team
Read article → Looking up company information in AccBooks AI
How to search the Companies House register for any UK company — checking credit, verifying directors, seeing filing history and confirming PSC data.
By AccBooks Team
Read article → Invoice templates and branding in AccBooks AI
How to customise your invoice template — logo, colours, fonts, payment terms, footer text and custom fields.
By AccBooks Team
Read article → P11D benefits in kind
How to record employee benefits (company cars, private medical insurance, interest-free loans) and file P11D and P11D(b) returns with HMRC.
By AccBooks Team
Read article → P60 end of year in AccBooks AI
When P60s are generated, how to distribute them to employees, and how AccBooks handles the year-end FPS and employer obligations.
By AccBooks Team
Read article → Payment tracking in AccBooks AI
How AccBooks tracks outstanding invoices, matches incoming bank payments automatically, and helps you chase overdue customers.
By AccBooks Team
Read article → Profit and loss report in AccBooks AI
How to generate, read and customise the P&L report — including management accounts format, period comparisons and drill-down to transactions.
By AccBooks Team
Read article → Period locks in AccBooks AI
How to lock accounting periods to prevent historical changes, manage lock dates and unlock periods when corrections are needed.
By AccBooks Team
Read article → Using reconciliation rules
Create automatic rules that classify recurring transactions without any manual review — saving hours of repetitive work every month.
By AccBooks Team
Read article → Reconnecting a bank feed
Step-by-step instructions for re-authorising an expired or broken Open Banking connection, and what to do when transactions are missing.
By AccBooks Team
Read article → Recording a sale in AccBooks AI
How to record sales income — from bank receipts, through invoices, and direct journal entries for cash sales.
By AccBooks Team
Read article → Reverse charge VAT in AccBooks AI
How to handle domestic reverse charge for construction services, and the standard reverse charge on services received from overseas suppliers.
By AccBooks Team
Read article → Reconciling transactions in AccBooks AI
How to work through the reconciliation queue, approve AI matches, manually classify transactions and handle edge cases.
By AccBooks Team
Read article → Recurring invoices in AccBooks AI
How to set up automatic recurring invoices for regular customers — monthly retainers, subscriptions and standing orders.
By AccBooks Team
Read article → Role-based access control in AccBooks AI
How permissions work across Owner, Accountant, Bookkeeper, Read-only and Client roles — and how to create custom permission sets.
By AccBooks Team
Read article → Running payroll in AccBooks AI
How to process a payroll run — from reviewing gross pay to submitting an RTI Full Payment Submission (FPS) to HMRC.
By AccBooks Team
Read article → RTI submissions explained
What Real Time Information (RTI) submissions are, how AccBooks sends them automatically, and what to do when HMRC rejects one.
By AccBooks Team
Read article → Sending invoices by email in AccBooks AI
How to email invoices to customers directly from AccBooks — customising the email, tracking delivery and adding payment links.
By AccBooks Team
Read article → Setting up your company in AccBooks AI
A step-by-step guide to configuring your company profile, financial year, chart of accounts and first bank connection.
By AccBooks Team
Read article → Statutory Maternity and Paternity Pay (SMP/SPP)
How to calculate SMP and SPP, record maternity/paternity leave and include it on payslips — including the 3% employer NI credit.
By AccBooks Team
Read article → Splitting a transaction across multiple accounts
How to divide a single bank transaction between two or more nominal codes when it covers different expense types.
By AccBooks Team
Read article → Statutory Sick Pay (SSP) in AccBooks AI
How to record sick leave, calculate SSP entitlement and include it on payslips — including qualifying days, waiting days and HMRC notification.
By AccBooks Team
Read article → Trading account in AccBooks AI
What the trading account shows, how it differs from the full P&L and how to generate it as a standalone report.
By AccBooks Team
Read article → Trial balance in AccBooks AI
How to generate and use the trial balance to verify your ledger, identify posting errors and prepare for period-end and year-end close.
By AccBooks Team
Read article → Understanding payslips in AccBooks AI
What every section of an AccBooks payslip means — gross pay, deductions, net pay, year-to-date figures and statutory payments.
By AccBooks Team
Read article → Understanding the AccBooks AI dashboard
A tour of every panel on the main dashboard — cashflow, P&L summary, pending actions, bank balances and the AI activity feed.
By AccBooks Team
Read article → VAT adjustments and corrections
How to correct VAT errors on past returns — whether they're small enough to adjust on the next return or large enough to require direct HMRC notification.
By AccBooks Team
Read article → VAT on imports and exports
How to handle UK VAT on imports from the EU and worldwide, postponed VAT accounting, and zero-rating exports of goods and services.
By AccBooks Team
Read article → Zero-rated and exempt transactions
Understanding the difference between zero-rated, exempt and outside-the-scope transactions, and how to classify them correctly in AccBooks AI.
By AccBooks Team
Read article → Year-end statutory accounts in AccBooks AI
How to prepare and file statutory accounts to Companies House — including the year-end close process, iXBRL tagging and micro-entity options.
By AccBooks Team
Read article → Webhooks in AccBooks AI
How to set up webhooks to receive real-time notifications when events happen in AccBooks — new transactions, paid invoices, payroll runs and more.
By AccBooks Team
Read article → Using the AccBooks API
How to authenticate with the AccBooks REST API, explore available endpoints and integrate AccBooks data with your own tools.
By AccBooks Team
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