Client approval of a VAT return

Asking for approval

1. Make the link

   On the return, under "Client approval", enter who it is for if you want and press "Make an approval link". The status becomes "With the client".

2. Send it

   Copy the link and send it to the client.

3. Approval

   The page shows what the client pays or gets back, the boxes in plain words and the declaration. The client ticks it, types their full name and presses "Approve this VAT return".

4. Submit

   The return shows "Approved by" with their name and the date.

Rules

• The link lasts 30 days.
• If the figures change after the link is made, the link stops working and the client is asked to get a new one.
• Only the practice owner can submit a return the client has not approved, and must give a reason, which is kept with the return.