For your own business, or as a service you charge other businesses like yours for.
Nobody runs this lab yet. Take it, give it your hours and your prices, and it is yours.
Turnover, taxable acquisitions, current scheme. One row per company, forty if need be.
Google SheetsQuarterly by default, monthly on option, above thresholds: each file's position and what would move it.
One letter per segment, saying what changes, when, and what is expected from the client.
GmailThe closing checklist and the anomaly note, replayed each quarter without reopening the question.
France's simplified VAT filing scheme disappears on 1 January 2027: the annual return and its half-yearly instalments stop, and a quarterly filing regime replaces them, applicable unless you opt for monthly, below the turnover thresholds set out in the law. A final annual return is still due for 2026. The subject is not tax, it is volume: a business that filed once a year has to install a closing routine four times a year, and an accountancy practice sees its entire client base switch on the same day. The problem is not the first filing, it is the third, in July, when nobody remembers what was decided in January. A lab sets the scheme, the calendar and the client note.
Worth more in month six than in week one.
The collections belong to the lab, not to any single magik. Every magik reads them and every run adds to them, which is why this lab is worth more in month six than in week one.
They all start empty. The first run writes the first row.
It wears your name, not ours.
The same lab, under your name, your colours and your logo. Your customers never see ours.
AskMOJOOn the Pro plan, and not needed to take a lab. A fully bespoke theme exists as an upgrade, hand built rather than self-serve.
Google SheetsGmailAnd whatever you already use: any tool available through an API or an MCP server, connected with your own account.
A tool built for exactly your job, and only that, will go deeper at that one job. This is for the jobs nothing covers, or the ones spread across three tools today.
A final annual return is due for 2026, and this page will not give you its deadline. It circulates in several professional publications, we have not checked it against the law, and a wrong filing date costs more than a missing one. Your accountant or the tax portal settles that one.
Quarterly applies by default below the thresholds, and monthly stays an open option. It is not a neutral choice: a business permanently in VAT credit recovers faster monthly, another mostly gains twelve closings instead of four. The lab frames the question that way round.
A VAT close, four times a year: reconcile output and input tax, deal with reverse charge, produce a note of anomalies. Done once a year it can be improvised. Done four times it becomes a routine, or it becomes a delay.
By segmenting beforehand, not in January. Not every file switches into the same situation: some cross the thresholds, some are better off monthly, some change nothing. Three segments, three letters, and a campaign spread from September to December instead of one impossible January.
It will handle the form. It will not warn your client, it will not decide the monthly option, and it will not write the note explaining the switch to forty files. That part is the real workload, and it is in no software budget.
A tool built for exactly very small businesses on the simplified vat scheme, and the accountants whose whole client base switches on the same day, and only that, will go deeper at that one job. This lab is for the jobs no tool covers, or the ones spread across three tools today, and it runs under your name.
Every audience is still open.
Nobody has taken a square on this idea yet. You declare your audience when you take the lab (“roofers in Brittany”, “plumbers around Paris”), and two people can start from the same idea on two different audiences without getting in each other’s way.
And it wears your name, not ours.
The bundle describes a lab that does not exist yet : the jobs it would do, and an example of each output.
Open Knowledge Format : plain markdown, re-importable into any agent. No account, no lock-in.
A messy first call becomes one page the client reads, corrects and signs. The scope stops moving.
A diagnostic you can charge for: where AI would pay off in this company, what it would cost, and what to do first.
Web searchGoogle SheetsGmail| File | Turnover N-1 | Current scheme | Segment |
|---|---|---|---|
| Bardin Joinery | 410 000 EUR | Simplified | Switches to quarterly |
| Studio Lenoir | 88 000 EUR | Simplified | Switches to quarterly |
| Vasseur Transport | 1 240 000 EUR | Simplified | Above thresholds, to review |
| Dherbey practice | 205 000 EUR | Standard monthly | No change |
One file in four changes nothing, and that is the one to keep out of the campaign: a switch letter sent to a client already on monthly filing costs you the trust of the other three.
Bardin Joinery - position at 1 January 2027
What applies
Turnover of 410 000 euros in the previous year, negligible taxable acquisitions. The file stays below the thresholds, so quarterly filing applies automatically, with no formality.
What stops
The annual return and its half-yearly instalments. A final annual return is still due for 2026; its filing deadline is not repeated here, confirm it on the tax portal.
The monthly option, and why it does not stack up here
The business is structurally in net output VAT, not in credit. Going monthly would bring forward no recovery and would triple the number of closes. The question would reopen if a major investment created a VAT credit, which is not on the 2027 plan.
What changes in the month
Four closes instead of one. In practice: an output and input reconciliation in April, July, October and January, with documents in by the 10th of the filing month at the latest.
What the client still has to decide
Who sends the documents in and by when. That is the only real question in this switch, and this document leaves it open.
Hello, Something to plan for, and it concerns you directly. The simplified VAT scheme disappears on 1 January 2027. In practice, your annual return and your two instalments stop, and you move to quarterly filing. It is not an option, it is the regime that applies below the thresholds, and you are well below them. What changes on your side: nothing in what you pay overall, everything in the rhythm. Your documents will need to reach me four times a year instead of once, by 10 April, July, October and January at the latest. What changes on mine: I will send you a reminder ten days before each deadline for the first year. After that we will see whether you still need it. A final annual return is still due for 2026. I am handling it and I will come back to you with the exact date. One thing only to decide on your side: who, at your end, pulls the quarter's documents together. If it is you, set aside half an hour. If it is someone else, tell me who and I will write to them directly. Best regards
| Closing point | State | Anomaly |
|---|---|---|
| Output VAT reconciled to turnover | Done | 18 EUR gap, March credit note unmatched |
| Input VAT on purchases | Done | None |
| Subcontracting reverse charge | Done | 2 invoices without the wording, to chase |
| Capital items this quarter | Done | None |
The two subcontractor invoices missing the reverse charge wording do not block the filing, but they will repeat next quarter if nobody writes to the supplier. That is the kind of line an annual close let through four times before anyone noticed.