Description

A focused course, tailored for you

The Indirect Tax Compliance Manager's E-Invoicing Mandate Playbook

Run VAT engagements when every client portfolio spans MTD, ViDA, KSeF, Chorus Pro and the German B2B mandate at once.

Your client portfolio review surfaces the same three problems on every account: French PDP go-live moving, Polish KSeF mandatory window fixed with clients still on manual uploads, German B2B receiving mandate effective and manufacturing clients untested on Peppol. Meanwhile MTD queries from the UK book have not stopped and ViDA scoping memos need real numbers.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

The indirect tax compliance manager role used to mean owning UK VAT returns, MTD digital links, EC Sales Lists, and the occasional partial exemption calculation. The role now means running engagements where the same client has a UK VAT group filing under MTD, an Italian subsidiary on FatturaPA via the SdI, a French entity preparing for Chorus Pro and accredited PDP selection, a Polish entity on KSeF in the mandatory window, a German B2B receiving obligation effective with a sending obligation phasing in, a Belgian e-invoicing rollout, a Spanish Verifactu obligation, and a Hungarian RTIR live for years already. The engagement manager is the person who has to look at the client's ERP, their AP and AR teams, their tax engine (if they have one), and produce a sequenced readiness plan that the audit partner can sign off and the FD can fund. The work the course teaches is the diagnostic, the jurisdiction matrix, the data-quality remediation list, the vendor selection workstream for PDPs and Peppol access points, the ViDA Single VAT Registration scoping memo, and the handover that frees the manager from being the bottleneck on every client.

What you walk away with

Run the client e-invoicing readiness diagnostic in one workshop and produce a sequenced plan the partner signs off.
Build the jurisdiction matrix that maps each client entity to KSeF, FatturaPA, Chorus Pro, Verifactu, MyDATA, German B2B, and Belgian rollout dates.
Produce the ERP-side data quality remediation list that closes the gaps your seniors keep tripping on.
Write the ViDA Single VAT Registration scoping memo that lets the client decide whether to consolidate or stay fragmented.
Hand over the next client workshop to a senior associate with a one-page brief that lets them run it without you in the room.

The 12 modules

Module 1. The client e-invoicing readiness diagnostic

The 90-minute workshop structure you run on day one of a new engagement. Walks through the question set for AP, AR, IT, and finance leads. Produces a one-page readiness scorecard the partner can take to the FD. Covers what to ask, what to listen for, what scoring rubric to use, and which answers signal a full transformation versus a tactical patch.

Module 2. The jurisdiction matrix template

The working spreadsheet that maps each client legal entity to the mandate it falls under (KSeF, FatturaPA via SdI, Chorus Pro plus PDP selection, Verifactu, MyDATA, German B2B receiving and sending phases, Belgian B2B Peppol, Hungarian RTIR). Includes effective dates, transitional windows, scope tests, and the decision points each entity has to hit before each go-live.

Module 3. ERP and source data quality remediation

The checklist the senior associates keep tripping on. Covers tax determination master data, customer and supplier VAT number validation against VIES, partner ID for German B2B, NIP for KSeF, SIRET for French e-invoicing, item-level GTIN where required, document type codes, and the most common data gaps that cause invoice rejection at the clearance platform.

Module 4. Tax engine and middleware decisions

How to advise a client choosing between native ERP tax determination, a third party tax engine, and a middleware clearance connector. Covers the architectural choices for SAP DRC, Oracle solutions, Pagero, Comarch, Sovos, Avalara, Vertex, Edicom, and the criteria for a make versus partner decision. Names the questions to put to procurement before any vendor demo.

Module 5. Poland KSeF deep dive

The mandatory window mechanics, the FA(2) schema, the authentication flow with the Polish tax administration token, attachments handling, foreign currency rules, the offline mode rules and the 24-hour catch-up, and the most common reasons invoices are rejected. Includes the readiness questions to ask a client running SAP, Comarch, or a non-Polish ERP.

Module 6. France Chorus Pro and accredited PDP selection

The split between the public portal route and accredited Plateformes de Dematerialisation Partenaires. Covers the directory mechanism, the receive-only obligation versus full e-invoicing and e-reporting, the data set to transmit, and the criteria for choosing a PDP for clients with high invoice volume, multi-entity structures, or specific industry requirements (retail, construction, public sector suppliers).

Module 7. Germany B2B mandate phasing

The receiving obligation now effective, the sending obligation phasing in by company size, the XRechnung and ZUGFeRD format choices, the structured invoice requirements, the transitional rules for paper and PDF, and how to scope a German B2B engagement for a client whose AR system is on SAP, Microsoft Dynamics, or a mid-market ERP with no native e-invoicing module.

Module 8. Italy FatturaPA, Spain Verifactu, Greece MyDATA, Hungary RTIR

The continuous transaction control models in detail for each. Covers the SdI clearance flow for Italian B2B, the Verifactu invoice issuance system in Spain, the MyDATA e-books transmission cadence in Greece, and the Hungarian real-time invoice reporting that has been live for years and is often the model a client benchmarks against. Names the data fields each platform requires and the validation rules that fail most often.

Module 9. ViDA Digital Reporting Requirements scoping

How to brief a client board on the EU VAT in the Digital Age package: DRR for intra-EU B2B with two business days reporting, the move to structured e-invoicing as the default, the timeline that has now been agreed, and the implementation choices the client has to make in the next 18 months. Includes a board-pack template the partner can use.

Module 10. ViDA Single VAT Registration memo

The scoping memo for clients considering consolidating registrations under SVR. Covers the OSS and IOSS expansion, the deemed supplier rules for marketplaces and platforms, the call-off stock simplification changes, and the cost-benefit framing for a client currently registered in six or more member states. Worked example for a consumer products group and a manufacturing group.

Module 11. UK MTD for VAT, digital links, and the post-Brexit overlay

The MTD digital links audit trail your reviewers ask for, the most common HMRC enquiry letters and how to respond, the Northern Ireland Protocol VAT position, the EC Sales List replacement, and the practical workflow for clients running a UK VAT group with EU establishments. Covers the questions the senior manager will ask before signing off your file.

Module 12. The handover and engagement margin

The one-page brief that lets a senior associate run the next client workshop without you in the room. Covers what to leave in writing, what to leave in the engagement file, the rollover questions for the next year, the scope creep markers that tell you to reprice, and the WIP and recovery conversation with the engagement partner. Closes the loop from diagnostic to repeatable annuity work.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

If you are scoping a new client this week, modules 1, 2, and 3 are the workshop and the diagnostic.

If you are running a live KSeF, Chorus Pro, or German B2B engagement, modules 5, 6, and 7 are the deep dive on that jurisdiction.

If you are briefing a board on ViDA, modules 9 and 10 are the board pack and the SVR memo.

If you are trying to hand work down so you stop being the bottleneck, modules 4, 11, and 12 are the senior-associate handover and the engagement economics.

What you get with this course

Twelve written modules with worked examples drawn from real engagement situations across consumer products, manufacturing, and financial services clients.
The client e-invoicing readiness diagnostic workshop script, scorecard template, and partner one-pager.
The jurisdiction matrix template populated for the EU plus UK plus the most active CTC jurisdictions, with effective dates and transitional windows.
The ERP and source data quality remediation checklist by ERP family.
The ViDA Digital Reporting Requirements board pack and Single VAT Registration scoping memo template.
The senior-associate handover brief and the engagement margin rollover questions.
The hand-built implementation playbook delivered alongside course access, tuned to the actual jurisdictions in your client book.

What you will have in hand by Day 1, Week 1, Month 1

Within 24 hours: account in the Art of Service learning environment is provisioned. All twelve modules are unlocked.

Alongside course access: the hand-built implementation playbook is delivered, tuned to the jurisdictions in your client book.

First week: workable through modules 1 to 3 to run a real client diagnostic.

Within the engagement cycle: modules 4 through 12 mapped against the workstreams already on your desk.

Before and after

Before

Every new client engagement starts from scratch. The diagnostic workshop runs long. The senior associates keep asking the same questions about data quality. The Polish, French, and German workstreams sit on your desk because nobody else is comfortable with them yet. ViDA scoping memos are written in fragments. The recovery rate on the engagement drops because you are the bottleneck on every workshop and every memo.

After

The diagnostic workshop is a 90-minute repeatable. The jurisdiction matrix is populated before the kickoff. Data quality remediation is a checklist a senior associate runs. KSeF, Chorus Pro, and German B2B work has a written method and a worked example for each. ViDA scoping is a board pack and an SVR memo. The senior associates run the next workshop. You move from doer to reviewer on three of your eight engagements this quarter.

What happens if you do not address this

The KSeF mandatory window is fixed. The German B2B receiving obligation is effective. French PDP selection is on a deadline. ViDA DRR timelines are now set. Clients are picking advisers based on whether the engagement manager can hold the whole picture in one room. The manager who can run the diagnostic and the jurisdiction matrix from a structured method wins the work. The manager who treats every engagement as bespoke loses margin on every job and stays the bottleneck.

Who it is for

Indirect tax compliance manager at a Big 4 or Top 10 UK practice. Runs three to eight client engagements at any one time across consumer products, manufacturing, financial services, or technology. Reports to a senior manager or director. Has senior associates and associates underneath. Spends roughly half the week on UK VAT and MTD work and half on multi-jurisdiction e-invoicing and reporting mandate work. Has read the ViDA package, has working knowledge of KSeF and FatturaPA, and is being asked to scope German B2B work this quarter.

Who this is NOT for. Not for VAT analysts who only run UK returns and do not touch international clients. Not for transfer pricing or direct tax managers who do not run indirect tax engagements. Not for IT or ERP consultants who configure tax engines but do not own the compliance opinion. Not for in-house tax managers at a single corporate group where the work is one jurisdiction at a time.

How it arrives

Text-based course in the Art of Service learning environment, plus downloadable templates and worked examples for every module, plus the hand-built implementation playbook delivered alongside course access.

Time investment. Eight to twelve hours of reading and template work across the twelve modules. Each module is sized to a single working session. The diagnostic and the jurisdiction matrix can be used in client work the same week.

Why $199 is the right number

Free firm-internal training covers UK VAT and MTD but not the multi-jurisdiction CTC stack at engagement-manager level. Vendor webinars from Pagero, Sovos, Comarch, or Avalara are useful product context but they are vendor-led and do not give a method for running an engagement. Big publisher e-invoicing guides are reference material, not workflow. This course is the engagement-manager workflow: diagnostic, matrix, data quality, jurisdiction deep dives, ViDA, handover. Built for the person who has to walk into the partner meeting with a plan.

FAQ

Is this Big 4 confidential material?

No. The method is built independently from public regulator guidance, published mandate documentation, and the practical patterns that recur across engagements. Nothing here breaches firm confidentiality.

Does it cover the UK in detail or only the EU mandates?

It covers both. UK MTD, digital links, post-Brexit overlay, and the Northern Ireland Protocol are a full module. The EU and CTC mandate work is the other eleven.

What if my client portfolio is mostly one jurisdiction?

Even single-jurisdiction client portfolios are increasingly being asked about ViDA, SVR, and the receiving obligations from German trading partners. The matrix and the readiness diagnostic still apply. The deep dive on the jurisdiction you run will be sharper because of the comparison across the others.

Can I share this with the seniors on my engagements?

The course access is per buyer. The implementation playbook is hand-built for you. The templates from the course are designed to be used inside your engagements, including with seniors running the workstreams underneath you.

Refund?

Thirty-day refund if the workflow does not work for the way you run engagements.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.