Quotify worksheetsPrice review and client handover checklist
Hypothetical arithmetic and handover example using the estimate worksheet: £162,000 base + £32,400 mark-up = £194,400 net; illustrative VAT £38,880; inclusive total £233,280. The CSV is a manual review worksheet, not a tax calculation service.
Scope: Current documents and package boundaries
- Review area
- Scope
- Check
- Current documents and package boundaries
- Internal approved basis
- Illustrative extension pack A03
- Client output or evidence
- Client scope lists A03 and allowances
- Status
- Reviewed
- Owner
- Estimator
- Remaining action
- Retain the document register
Base cost: Packages add once
- Review area
- Base cost
- Check
- Packages add once
- Internal approved basis
- 162000 GBP ex VAT
- Client output or evidence
- Internal package sum 162000 GBP
- Status
- Reviewed
- Owner
- Estimator
- Remaining action
- Keep allowance basis visible
Overhead and profit: 20 percent mark-up on base cost
- Review area
- Overhead and profit
- Check
- 20 percent mark-up on base cost
- Internal approved basis
- 32400 GBP
- Client output or evidence
- Included in client net price; not shown as an internal margin line
- Status
- Reviewed
- Owner
- Director
- Remaining action
- 20 percent mark-up is 16.67 percent margin on selling price
Net price: Base plus approved mark-up
- Review area
- Net price
- Check
- Base plus approved mark-up
- Internal approved basis
- 194400 GBP ex VAT
- Client output or evidence
- 194400 GBP ex VAT
- Status
- Reviewed
- Owner
- Director
- Remaining action
- Confirm no duplicated allowance or uplift
Tax: Illustrative 20 percent VAT basis
- Review area
- Tax
- Check
- Illustrative 20 percent VAT basis
- Internal approved basis
- 38880 GBP
- Client output or evidence
- 38880 GBP VAT
- Status
- Reviewed
- Owner
- Director
- Remaining action
- Use the actual project tax basis
Client total: Net plus VAT
- Review area
- Client total
- Check
- Net plus VAT
- Internal approved basis
- 233280 GBP inclusive
- Client output or evidence
- 233280 GBP inclusive
- Status
- Reviewed
- Owner
- Director
- Remaining action
- Check displayed and exported amounts
Issue control: Correct project, revision, recipient and validity
- Review area
- Issue control
- Check
- Correct project, revision, recipient and validity
- Internal approved basis
- Version A03; approval recorded
- Client output or evidence
- Same version on the client pack
- Status
- Reviewed
- Owner
- Director
- Remaining action
- Save approved internal and client copies
Use it on your project
- Review scope first, then quantities/rates/commercial build-up, then the output you will issue.
- Use separate columns for the approved internal basis and what appears in the client document.
- Check net price, VAT and inclusive total on the same tax and rounding basis. Record any deliberate difference.
- Save the reviewed estimate and issued quote together. Leave a check open when its evidence or approval is still missing.
Read the matching guide · Open the Academy task