Automated Clear Books VAT Deadline Tracking
Every Monday, WebRun opens Clear Books, works out how many days are left on the current VAT period, checks the bank reconciliation and any invoices or bills still uncategorised, records the countdown in Google Sheets, and posts the blockers to Microsoft Teams.
How do I track my VAT deadline and what is still unreconciled?
Every Monday WebRun opens Clear Books, reads the current VAT period and its filing deadline, and lists what is still blocking the return: unreconciled bank lines, uncategorised invoices, and unposted bills. WebRun logs the countdown in Google Sheets and posts it to Microsoft Teams, so filing is never a last day scramble.
- Weeks of warning before the VAT deadline instead of days
- The exact blocking invoices and bank lines are named every Monday
- A dated tracker sheet shows whether the backlog is actually shrinking
Built for UK small business owners · bookkeepers · finance managers · accountants
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
clearbooks.co.ukin a real browser with your saved login - no setup, no API keys. -
1
Clear Books - read the VAT period and blockers
clearbooks.co.uk
WebRun opens Clear Books to read the VAT period and blockers. - Open Clear Books and read the current VAT period, its end date, and the submission deadline
- Check the bank reconciliation and count any transactions still unreconciled in the period
- List sales invoices and purchase bills that are unposted, uncategorised, or missing a VAT treatment
- Prepare nothing for submission. WebRun reads the books and reports, it never files a VAT return
Done when Days to deadline and every open blocker are captured for the current VAT period.
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2
Google Sheets - log the weekly countdown
google.com
WebRun opens Google Sheets to log the weekly countdown. - Open the VAT tracker sheet and append this week's row
- Record days to deadline, unreconciled count, uncategorised invoices, and uncategorised bills
- Keep the earlier weeks in place so the trend shows whether the backlog is shrinking
Done when This week's countdown and blocker counts are appended to the tracker sheet.
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3
Microsoft Teams - post what is blocking filing
microsoft.com
WebRun opens Microsoft Teams to post what is blocking filing. - Post the countdown to the finance channel, leading with days left before the deadline
- List the exact blockers underneath: how many bank lines, which invoices, which bills
- Flag it clearly when the backlog has not moved since last week
Done when The finance channel has this week's VAT countdown and blocker list.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it submit the VAT return for me?
No. WebRun reads the period, the deadline, and the blockers and reports them. Submitting a VAT return is a filing you make yourself, and WebRun never touches that button.
Does it change anything in my books?
No. It reads the reconciliation status and the invoice and bill records without editing, categorising, or posting anything, so your accountant's numbers stay exactly as they were.
What if I file quarterly rather than monthly?
It follows whatever period Clear Books shows, so a quarterly filer gets a countdown that resets each quarter and a weekly nudge through the whole period.
Related templates
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