Tax Compliance

Tax / VAT / WHT Reports

Track VAT/GST posture, withholding tax, deductible expenses, taxable revenue, and export-ready tax summaries.

VAT / GST output

$34,800

VAT / GST input

$12,600

WHT recorded

$18,900

Tax report exceptions

VAT input vs output · 6 months

Feb

Mar

Apr

May

Jun

Jul

OutputInput

WHT by client

Client / Invoice	Amount	Rate	WHT
Meridian Holdings INV-4820	$184,000	5%	$9,200
Nordic Shipping INV-4812	$118,000	5%	$5,900
Kestrel Insurance INV-4805	$64,000	5%	$3,200
Vertex Biotech INV-4818	$58,000	0.5%	$290
Halcyon Partners INV-4815	$86,400	5%	$4,320

Q1 2026

$28,400

Filed

Q2 2026

$34,200

Filed

Q3 2026

$36,800

Draft

Q4 2026

—

Not started

Tax exceptions

· 2 invoices missing tax lines
· 1 zero-rated item requires reclassification
· 2 WHT certificates outstanding from clients

Tax, VAT & WHT

Ashworth & Vance LLP · live demonstration data

Tax payable

$212K

▲ 14.0%

VAT collected

$286K

▲ 6.1%

VAT recoverable

$74K

▼ 12.2%

WHT receivable

$62K

▲ 10.3%

WHT payable

$28K

▲ 8.4%

Deadlines < 30d

▼ 13.5%

Trend intelligence

Tax liability trend

VAT outputVAT inputNet payableUnit: $K

Operational register

Transaction tax register

Reference	Client	Type	Net	Tax	Rate	Certificate	Period	Status
TAX-910	Meridian Holdings PLC	VAT output	$95.0K	$8.0K	20%	On file	Q2 2026	Filed
TAX-911	Nordic Shipping AS	VAT input	$41.0K	$17.0K	20%	On file	Q2 2026	Pending
TAX-912	Vertex Biotech Ltd	WHT receivable	$82.0K	$14.0K	5%	Awaited	Q2 2026	In review
TAX-913	Lagos Bay Estates	WHT payable	$70.0K	$12.0K	10%	On file	Q2 2026	Filed
TAX-914	Kestrel Insurance	VAT output	$57.0K	$19.0K	20%	On file	Q2 2026	Pending
TAX-915	Halcyon Partners	VAT input	$89.0K	$5.0K	20%	On file	Q2 2026	In review
TAX-916	Orion Media Group	WHT receivable	$24.0K	$20.0K	5%	Awaited	Q2 2026	Filed
TAX-917	Ashborn Family Trust	WHT payable	$96.0K	$5.0K	10%	On file	Q2 2026	Pending
TAX-918	Blake Industrial GmbH	VAT output	$27.0K	$18.0K	20%	On file	Q2 2026	In review

9 of 9 records

Forward calendar

Tax calendar

Mon

Tue

Wed

Thu

Fri

Sat

Sun

1 Jul

● Halcyon

$91.0K

2 Jul

3 Jul

● Meridian

● Orion

$101.0K

4 Jul

5 Jul

● Nordic

$38.0K

6 Jul

7 Jul

● Vertex

$78.0K

8 Jul

9 Jul

● Lagos

$67.0K

10 Jul

11 Jul

● Kestrel

$54.0K

12 Jul

13 Jul

● Halcyon

$86.0K

14 Jul

15 Jul

● Orion

$22.0K

16 Jul

17 Jul

● Ashborn

$92.0K

18 Jul

19 Jul

● Blake

$24.0K

20 Jul

21 Jul

● Meridian

$85.0K

22 Jul

23 Jul

● Nordic

$56.0K

24 Jul

25 Jul

● Vertex

$65.0K

26 Jul

27 Jul

● Lagos

$79.0K

28 Jul

29 Jul

● Kestrel

$36.0K

30 Jul

Client receiptOutgoing paymentEscrow releaseStatutory deadlineAmber cells are statutory deadlines; red indicates a filing at risk.

Detail panel

Filing history

Q1 2026 VAT

Filed 30 Apr

on time

Q4 2025 VAT

Filed 29 Jan

on time

WHT annual

Filed 12 Feb

on time

Q2 2026 VAT

Due 31 Jul

in preparation

Corporation tax

Due 30 Sep

not started

Penalties

clean record

Control checklist

Compliance checklist

33% complete

Exceptions and risk

Exception queue and recommended actions

3 open

Missing WHT certificate

Kestrel Insurance

$8.6K

Input VAT without invoice

4 transactions

$3.2K

Filing deadline 24 days

Q2 VAT return

$212K

Audit and history

Every financial change is captured with user, timestamp, value movement and audit reference

Recent activity

Payment posted01 Jul · 10:10
N. Salim·Meridian Holdings PLC · M-2041·$87.0K·AUD-7700
Invoice edited02 Jul · 11:11
A. Okafor·Nordic Shipping AS · M-2035·$34.0K·AUD-7701
Credit note approved03 Jul · 12:12
D. Feld·Vertex Biotech Ltd · M-2024·$74.0K·AUD-7702
Retainer adjusted04 Jul · 13:13
J. Hollis KC·Lagos Bay Estates · M-2029·$63.0K·AUD-7703
Trust transfer completed05 Jul · 14:14
N. Salim·Kestrel Insurance · M-2007·$50.0K·AUD-7704
Expense approved06 Jul · 15:15
A. Okafor·Halcyon Partners · M-2011·$82.0K·AUD-7705
Tax report exported07 Jul · 16:16
D. Feld·Orion Media Group · M-2016·$19.0K·AUD-7706