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VAT Expense Tracker

The Claimio VAT Expense Tracker is a free online tool for UK businesses to calculate reclaimable VAT on eligible business expenses, using HMRC-approved rates.

A free Google Sheets template for UK businesses to track VAT on expenses, calculate reclaimable amounts, and stay ready for HMRC.

Download the free template

Google Sheets — make a copy and use it instantly. No sign-up required.

📊 Open in Google Sheets

Click "Make a copy" to save your own version

What's included

📋

Expense log

Date, supplier, category, net amount, VAT rate, VAT amount, gross total

🧮

VAT summary

Auto-calculated reclaimable VAT by category and quarter

📅

Quarterly view

Organised by VAT quarter to match your VAT return

📊

Category totals

Spending breakdown by category for management accounts

HMRC-ready

Fields match what HMRC expects to see in an enquiry

🔒

Blocked VAT flag

Highlights entertainment expenses where VAT is not reclaimable

VAT rates by expense category

Quick reference for the most common UK business expense types.

Travel & Transport

Standard 20% on most rail, taxi, and parking. No VAT on flights or Tube.

Accommodation

20% VAT if the hotel is VAT-registered and provides a VAT receipt.

Meals & Subsistence

20% VAT on most restaurant and café bills.

Client Entertainment

VAT is charged but generally not reclaimable (blocked input tax).

Office Supplies

20% VAT — fully reclaimable for VAT-registered businesses.

Software & Subscriptions

20% UK VAT. Non-UK suppliers may apply reverse charge.

Mileage

No VAT on mileage reimbursements at HMRC rates.

VAT rules can be complex. If you are unsure whether VAT is reclaimable on a particular expense, consult your accountant or refer to HMRC VAT Notice 700.

How to use the template

    1

    Make a copy

    Click the link above and select File → Make a copy. This saves your own version to Google Drive.

    2

    Set your VAT quarter

    Enter your VAT period start date in the Settings tab. The quarterly summary will update automatically.

    3

    Log each expense

    For every business expense, enter the date, supplier, category, and gross amount. The template calculates VAT automatically based on the rate you select.

    4

    Mark non-reclaimable VAT

    For client entertainment, tick the Blocked column. These amounts are excluded from your reclaimable total.

    5

    Export at quarter end

    Download as a PDF or CSV to share with your accountant, or use the figures directly in your VAT return.

Outgrown spreadsheets?

Claimio replaces the spreadsheet entirely. Employees snap receipts on their phone — AI extracts the VAT, category, and amount automatically. Approvals, reimbursements, and Xero/QuickBooks exports all handled in one place.

Try Claimio free

Frequently asked questions

Do I need to be VAT-registered to use this template?

No. Even if you are not VAT-registered, tracking gross expense amounts is useful for management accounts and tax purposes. The VAT columns can be left blank or set to 0%.

Can I use this for Making Tax Digital?

This template is designed for tracking and review. For MTD-compliant digital records, you will need to submit through HMRC-approved software. Speak to your accountant about your specific obligations.

How do I handle expenses with mixed VAT rates?

Split the expense into two rows — one for the standard-rated element and one for the zero-rated or exempt element. This keeps your VAT calculation accurate.

What is the difference between exempt and zero-rated?

Zero-rated supplies have a 0% VAT rate (e.g. most food, children's clothing) — you can still reclaim input VAT on costs related to these sales. Exempt supplies (e.g. insurance, financial services) are outside the VAT system entirely — input VAT on costs relating to exempt supplies is generally not reclaimable.

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