Finance blueprint

VAT Return Preparation Automation Blueprint

Prepare your UAE VAT return in a day instead of a week. The agent extracts transactions, classifies them, flags errors, and calculates the return.

Workflow blueprint

Trigger

VAT period end date (monthly or quarterly as registered with FTA)

  1. Transaction extraction

    AI Agent Xero

    Pull all sales and purchase transactions for the VAT period with tax codes and amounts.

  2. Classification review

    AI Agent Google Sheets

    Sort transactions into standard-rated (5%), zero-rated, exempt, and out-of-scope categories.

  3. Discrepancy check

    AI Agent Google Sheets

    Flag transactions with missing tax codes, incorrect rates, or unmatched invoices.

  4. Accountant review

    Human

    Accountant resolves flagged items and confirms the classification summary.

  5. Return preparation

    AI Agent Google Sheets

    Calculate output VAT, input VAT, and net payable/refundable amount per FTA return format.

  6. Approval

    Human

    Finance manager reviews and signs off on the return figures.

  7. Filing reminder

    AI Agent Slack

    Remind finance to file on the FTA e-services portal before the 28th of the following month.

  8. Record archival

    AI Agent Gmail

    Email the VAT return summary and supporting schedules to the finance team for records.

Expected outcome

VAT return preparation drops from 5 days to 1 day. Zero FTA penalties from missed deadlines or errors.

Auto-Extraction

All transactions for the period are pulled from your accounting system automatically.

Tax Classification

Transactions sorted into standard-rated (5%), zero-rated, exempt, and out-of-scope categories.

Error Detection

Missing tax codes, wrong rates, and unmatched documents are flagged before the accountant reviews.

FTA-Format Output

Return figures calculated in the format matching FTA e-services VAT return fields.

Deadline Alerts

Filing reminders sent at 10 days, 5 days, and 2 days before the FTA deadline.

Audit Trail

Complete supporting schedules archived with the return for FTA audit readiness.

FAQ

Does this file the VAT return automatically?

No. The agent prepares the return and supporting data. Filing on the FTA e-services portal requires manual login due to authentication requirements.

Can it handle reverse charge transactions?

Yes. Import of services and goods are identified and reverse charge VAT is calculated per FTA guidelines.

What about designated zone transactions?

Transactions involving UAE designated zones are flagged separately for review, as they may qualify for zero-rating.

Does it support voluntary disclosure?

If errors from previous periods are found during preparation, the agent flags them for voluntary disclosure consideration by your accountant.

Simplify VAT filing

Accurate VAT returns prepared in a day. No FTA penalties, no last-minute scramble.