Reverse-charge VAT check on software invoices: AI agent prompt
Catch foreign software and ad invoices (Meta ads, Claude, Google Cloud) booked with local deductible VAT instead of reverse charge, like Tom Eberle's accounting agent that fixed all 34 wrongly booked invoices before his VAT refund claim.
FinanceVAT & tax checksintermediateThe prompt
Here are my invoices from foreign software and ad vendors: [paste or attach]. Here is how each one is booked in my accounting tool: [paste: vendor, date, amount, VAT booked]. I'm based in [country] and my business is VAT-registered. For each invoice, tell me: does the invoice say 'reverse charge' or show no VAT, how it's currently booked, and whether that looks wrong. Put the results in a table, list the ones to fix with the treatment you'd suggest, and add any questions I should confirm with my accountant. Don't change anything in my books; this is a review only.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (or fill in the blanks on AgentPlaybook Real Estate, which remembers your answers for the next prompt).
- Paste it into ChatGPT, Claude, Gemini and review the answer before you use it.
Works with: ChatGPT, Claude, Gemini, Gmail, Xero, QuickBooks, Dougs + dougs-cli
Real-world example: x.com/eberle_tom/status/2110353694659105156
Featured in: ChatGPT prompts for bookkeeping, accounting firms and small-business finance
Before you use it: what to check
Already built into this prompt
- Don't change anything in my books; this is a review only.
- Put the results in a table, list the ones to fix with the treatment you'd suggest, and add any questions I should confirm with my accountant.
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
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