VitalReturns
Onboarding & Setup

From sign-up to first return — in one day

Most teams are filing their first return the same working day they sign up. VitalReturns verifies your identifiers, pulls your prior data, and walks the first filing with you.

A guided path onto the platform

  • TIN verification

    We verify your TIN against URA, URSB and NIRA at sign-up — your return is pre-populated with the correct taxpayer details.

  • Workspace setup wizard

    A short wizard captures your chart of accounts, VAT status, financial year end and signatories — then your workspace is ready.

  • Trial-balance import

    Drop in an Excel trial balance. We map accounts automatically — override anything that needs a different code.

  • Accounting file import

    Import from QuickBooks, Sage, Pastel, Xero and generic CSV. VitalReturns normalises accounts, journals, VAT codes and opening balances.

  • EFRIS backfill

    Pull your last 12 months of EFRIS invoices in one click — so your first VAT return reconciles against real data, not a guess.

  • Guided first filing

    An onboarding specialist walks the first PAYE / VAT / Income Tax filing with you — included on every paid plan.

Three outcomes by Friday

What a typical first week on VitalReturns looks like.

  • Day 1 — Workspace live

    Sign up, verify, import your trial balance and EFRIS data — your books are current by the end of the day.

  • Day 2–3 — First return filed

    Walk the first PAYE or VAT return with a specialist — submission, ACK, PRN, settlement — all captured.

  • Day 4–5 — Pipeline running

    Reminders scheduled, reviewers assigned, next month's obligations visible on the calendar.

Spin up a workspace and run a filing by close of business

Sign up free, book a 20-minute onboarding call, and ship your first return before the week is out.