xbert-vat-prep

{
  "name": "xbert-vat-prep",
  "displayName": "XBert VAT Prep (UK)",
  "description": "Pre-submission VAT readiness check for UK clients — boxes 1-9 validated, MTD compliance verified, partial exemption and reverse charge flagged, audit document for the file.",
  "author": {
    "name": "XBert Intelligence",
    "email": "[email protected]"
  },
  "homepage": "https://intelligence.xbert.io/plugins/xbert-vat-prep",
  "license": "MIT",
  "keywords": [
    "vat",
    "uk",
    "hmrc",
    "mtd",
    "compliance",
    "quarterly",
    "submission",
    "boxes"
  ],
  "x-xbert": {
    "displayName": "XBert VAT Prep (UK)",
    "tagline": "One command to verify a UK client is ready to submit their VAT return — boxes 1-9 validated, MTD-compliant, audit document for the file.",
    "audience": [
      "bookkeepers",
      "accountants"
    ],
    "categories": [
      "compliance",
      "vat",
      "submission",
      "uk"
    ],
    "prerequisites": [
      "XBert account",
      "Client connected to a UK-domiciled ledger",
      "VAT registration with HMRC and MTD-compatible bridging in place"
    ],
    "screenshots": [],
    "demoVideo": null,
    "includes": {
      "skills": 1,
      "commands": 1,
      "mcpTools": 0
    },
    "longDescription": "VAT submission for UK clients is the same checklist every quarter — bank reconciled, VAT control accounts cleared, partial exemption applied correctly, reverse charge transactions identified, every XBert resolved, prior-period comparison sane, and the digital filing path actually working under MTD. Done well it is a half-day per client. Done badly it surfaces a problem on submission morning that should have been caught a week earlier.\n\nXBert VAT Prep runs the full readiness sweep against the client's data. It pulls bank reconciliation, VAT boxes 1-9, VAT control accounts, code accuracy, zero-rated vs exempt classification, credit notes, PAYE/NI deductions, outstanding XBerts, and a prior-period variance comparison. Every blocking issue is named with the specific account or transaction. The output is a Word document with the check reference ID, preparer details and firm-level QMS certification — filable straight to the client folder as the working paper.",
    "useCases": [
      {
        "title": "Pre-submission VAT sweep",
        "description": "Before submitting through MTD, run the check and see every blocking issue — bank rec gaps, code errors, suspense balances, outstanding XBerts — in one pass."
      },
      {
        "title": "Boxes 1-9 validation",
        "description": "Output VAT (Box 1), reclaimable input VAT (Box 4), net (Box 5), sales / purchases excluding VAT (Box 6, 7), all cross-checked against P&L and the VAT control accounts."
      },
      {
        "title": "Reverse charge and partial exemption flag",
        "description": "CIS domestic reverse charge transactions identified; partial exemption flagged if exempt income detected — surfaced before the return goes in."
      },
      {
        "title": "Audit document for the file",
        "description": "Produces a Word document with check reference ID, QMS certification, and the supporting evidence behind every readiness decision."
      }
    ],
    "benefits": [
      {
        "icon": "ShieldCheck",
        "title": "Every blocking issue named",
        "description": "All outstanding XBerts block submission. Unreconciled accounts, VAT codes on wrong accounts, suspense balances — each surfaced with the specific account or transaction reference."
      },
      {
        "icon": "FileSearch",
        "title": "Prior-period comparison built in",
        "description": "VAT boxes compared to the prior VAT period. Variances over threshold flagged and explained — not just numbers on a page."
      },
      {
        "icon": "FileText",
        "title": "Audit document for the file",
        "description": "Outputs a Word document with check reference ID, QMS certification and supporting evidence behind every readiness decision."
      }
    ],
    "workflow": [
      "Type /vat-prep in Claude Code or Claude Desktop",
      "Confirm the client and the VAT period (or accept the current open quarter)",
      "Plugin pulls reconciliation, VAT boxes, VAT control accounts, payroll, AP, AR and outstanding XBerts via MCP",
      "Readiness checks run and produce a blocking-issues list plus prior-period variance review",
      "Build the working-paper payload, render via xbert-working-paper:render-docx, and report the saved path"
    ]
  }
}