close-the-uk-vat-quarter-from-xero

Workbench method for AI agents closing a UK VAT quarter that ends in tax year 2026/27. Pull the quarter from Xero (connector or CSV export), compute the nine VAT return boxes using the figures in the uk-vat-return skill, check the box arithmetic and the VAT control account, and hand back a working paper, a Xero-ready adjustment journal and a filing checklist for human review and filing under Making Tax Digital. States the 2026/27 deadline (one calendar month and 7 days after the period ends) and the penalty points. Trigger phrases: close VAT quarter Xero, Xero VAT return, VAT working paper, MTD VAT Xero, reconcile VAT control account. Out of scope, see siblings: rates, thresholds and box rules (uk-vat-return), the short small-business routine (vat-returns-for-small-businesses-in-the-uk), the fuller Xero method (xero-uk-vat-close), Northern Ireland goods trade with the EU, partial exemption.

License

AGPL-3.0-or-later (code) / OpenAccountants Guide License v1.0 (content)