Checklists for MTD, VAT and migration work.
Useful templates for UK firms preparing clients for MTD ITSA, quarterly VAT review and controlled migration from Xero or Sage into SmartBooks.
How to use these templates
These SmartBooks templates are for UK firms preparing clients for MTD ITSA, reviewing a VAT quarter and planning a controlled move from Xero or Sage into SmartBooks. Each one opens with a direct answer, then gives the checklist or wording to work from.
Pick the template that matches the job in hand. When you are ready to run the same steps as a workflow, SmartBooks covers intake, review, reminders and approval in one place, and you can book a 15-minute demo to see it.
MTD ITSA client readiness checklist
An MTD ITSA readiness checklist should cover income threshold, client type, record quality, bank-feed readiness, software choice, engagement-letter changes, quarterly review cadence and final declaration responsibility. Use it before selling a client a software change.
For: Accountancy firms preparing client cohorts for MTD ITSA.
Open templateMTD ITSA client email template
A good MTD ITSA client email should explain who is affected, what will change, what the client needs to do now, how the firm will support them and when software decisions will be made. Avoid tax jargon until the client understands the action required.
For: Firms communicating MTD ITSA changes to landlords and sole traders.
Open templateVAT quarter review checklist
A VAT quarter review checklist should confirm sales completeness, purchase evidence, bank matching, exception notes, client queries, review ownership and approval before filing. The best checklist is connected to intake status, not kept as a separate spreadsheet.
For: Bookkeepers and accountancy firms preparing recurring VAT returns.
Open templateXero to SmartBooks migration checklist
A Xero to SmartBooks migration checklist should cover cut-over date, chart of accounts, contacts, opening balances, recent history, outstanding invoices, VAT position, bank feeds, rule rebuild and a short parallel run where deadline risk is high.
For: Firms and businesses planning a controlled Xero migration.
Open templateSage to SmartBooks migration checklist
A Sage migration checklist should cover source backups, exports, custom reports, opening balances, VAT position, client contacts, recent history and post-migration review. Treat it as a workflow migration, not only a data import.
For: Sage-heavy practices planning a cloud migration cohort.
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Turn the checklist into an operating workflow.
SmartBooks helps firms move from checklist to intake, review, reminders, approval and clean client records.