eVAT migration checklist
Eight work stages, 32 checkpoints and a separate go-live decision. For corporate tax and finance teams and accounting firms.
Complete a separate checklist for each company or client. Assign an owner and deadline to every stage, and tick items only when supported by a document or test result. Record a reason for anything that does not apply. Save the completed checklist as a file or print it.
Checkpoints completed: 0 / 32
1. Assess readiness
Tax or finance lead; in an accounting firm, the client owner.
Expected records: Readiness assessment, responsibilities and implementation schedule.
Stage completion criteria: Scope is clear; every unresolved gap has an owner and deadline.
2. Choose a filing channel
Tax / finance lead and the person responsible for the software.
Expected records: Channel decision and implementation actions agreed with the supplier.
Stage completion criteria: Required tools and support arrangements are available or scheduled.
3. Identify data sources and owners
Chief accountant / VAT analytics owner, involving IT where needed.
Expected records: Data source map, reconciled VAT analytics and sample export.
Stage completion criteria: Every required data item has a known source and owner; discrepancies are resolved and documented.
4. Map VAT codes
Tax specialist / chief accountant and the software configuration owner.
Expected records: Versioned tax code mapping and reviewed sample transactions.
Stage completion criteria: No unexplained mapping remains in the reviewed items; the designated tax owner has approved the interpretation.
5. Set up users and permissions
Person authorised to manage access, involving accounting and IT owners.
Expected records: Permissions matrix and recorded access / connection test. Do not enter passwords or keys in this checklist.
Stage completion criteria: Assigned users can perform their tasks; approval responsibilities and ownership of access are clear.
6. Prepare a return in the test environment
Accounting / tax owner and the integration owner.
Expected records: Test report, reconciliation and discrepancy list.
Stage completion criteria: The reconciliation is understood and approved; test environment limitations are distinguished from faults in your process.
NAV’s test environment is not a complete copy of live processing. Interpret test feedback and available steps in the context of its limitations, and record what still requires separate verification. NAV · #364
7. Process NAV feedback
Return reviewer; integration owner for technical questions.
Expected records: Error and warning log, corrections and repeat check results.
Stage completion criteria: No unresolved blocking error remains; warnings and further actions have a documented decision.
8. Submit and follow up
Authorised submitter and the professional approver of the return.
Expected records: Approval, submission result and identifiers, archived return documentation.
Stage completion criteria: Submission can be traced, documentation is complete and follow-up ownership is assigned.
Open items and checkpoints that do not apply
| Item / exception | Action or reason | Owner | Deadline |
|---|---|---|---|