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Schemes

TOMS — Tour Operators' Margin Scheme

Quarterly provisional calculations and the year-end annual adjustment, the Simplified Method way.

Who it's for

Travel businesses that buy in supplies (accommodation, transport, excursions) and re-sell them in their own name to travellers. See VAT Notice 709/5.

The workflow

  1. Setup — create the required nominal accounts and tax rates in your accounting platform.
  2. Quarterly — pull transactions, apply your provisional margin %, post the journal.
  3. Year-end — recalculate the actual margin, post the annual adjustment, and roll forward the new provisional %.

Common pitfalls

  • Forgetting that supplies enjoyed outside the EU/UK fall outside TOMS.
  • Using last year's provisional % indefinitely instead of refreshing it at year-end.
  • Including agency-only transactions in the margin pool.
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