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paulaharper
March 9, 2021
Solved

setting up default tax codes for customers

  • March 9, 2021
  • 4 replies
  • 0 views

Hello

I want to be able to set up default tax codes for each of my customers, but when I choose one, edit details, go to the tax info tab, there are no drop down boxes to choose from which is what other posts on here have said to do.  Only areas where I can enter their vat and UTR numbers.

I want to be able to set some to the new reverse charge codes, and some to the standard code to minimise errors when raising invoices.

Thanks.

    Best answer by payment after leaving

    Hi paulaharper It's not possible to allocate VAT codes to customers.We will however submit a product enhancement request to our developers for their consideration and we encourage you to leave feedback within the product.

    4 replies

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    payment after leavingAnswer
    March 9, 2021

    Hi paulaharper It's not possible to allocate VAT codes to customers.We will however submit a product enhancement request to our developers for their consideration and we encourage you to leave feedback within the product.

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      paulaharperAuthor
      March 9, 2021

      Ah ok.  Thank you.  I'm trying to edit my custom invoice templates to include a message about the reverse charge.  I've created a new template, and added the wording I want, but it has added this wording to my standard template too.  When I remove it from my standard template, it also removes it from my new reverse charge template.  Is there any way to get 2 templates set up, with different wording please?

      Thanks!

      G
      GeorgiaC
      March 9, 2021

      Hi paulaharper

       

      The message and email body on the template are all linked to the main settings, so it's not currently possible to have a custom one for each. As a workaround, you could enter the message into the customers settings (Customer > Edit > Notes) however you'd need to copy this onto this invoice each time you make it for them. 🙇‍♀️

      C
      Carole9212
      July 29, 2022

      This would be a really useful feature if you could allocate tax codes to different customers eg selling within your country, to another EU country, a third country and reverse charge. All have different tax codes and being able to allocate a tax code on customer set up minimises human error.

      A
      Ashleigh1
      July 29, 2022

      Hello Carole9212, thanks for posting on this thread, we will add your feedback as well to the developers, if you can also leave it as feedback within the product, in the main cog wheel section to that would be great thanks. 

       

      B
      buzz21
      October 20, 2022

      Any news on this yet? This is exactly the sort of things that makes me dread having to transfer Desktop clients over to QBO...

      R
      RCV
      October 20, 2022

      Let me share some insights about set up default tax codes for each of my customers, buzz21.

       

      QuickBooks automatically do the VAT calculations for you on your invoices and receipts for easy and accurate filings. It lets you know when your tax payment is due, so you can file on time and avoid any surcharges or penalties. I know how beneficial it is to set up default tax codes for each of my customers. However, this option is unavailable in QuickBooks Online (QBO). With this said, I'd recommend sending this request straight to our product engineers through feedback. Sharing features and options that you would like implemented is how our engineers look for new product updates. Here's how: 

       

      1. Go to the Gear icon at the top.
      2. Select Feedback.
      3. Enter your comments or product suggestions.
      4. Then select Next to submit feedback.

       

      Here's an article you can refer to for more details about complete guide for VAT codes in QuickBooks Online. You’ll find a list of common VAT codes and how they’re used on the sales and purchase forms in QuickBooks Online. If you need to adjust your VAT return before you submit it to HMRC, check out this article for more details: Make VAT adjustments in QuickBooks Online.

       

      However, any manual adjustments you make to your return will impact your VAT control and or VAT suspense account. If you are not sure about making an adjustment. I'd suggest consulting your accountant.

       

      For more tips and other resources, you may visit this article about VAT feature: Set up and edit VAT settings, codes and rates in QuickBooks Online.

       

      I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one. 

      B
      buzz21
      October 20, 2022

      Wow RCV, that's almost like a politician's answer to a question! So, long story short, no the software does not do this yet.

      I can enter this in feedback yes, but the overriding feeling is that Intuit doesn't care what customers think. How can Intuit keep telling us all we must migrate to QBO if they cant make it a viable replacement for the wonderful QuickBooks desktop. Why your engineers felt the need to start from a blank canvas and didn't just copy as much of desktop as they could is beyond me!

        G
        Grob
        July 25, 2023

        Why this isn’t available I cannot understand, I keep making mistakes or have to look up the customer to see what his status is and then either edit the invoice or set it once checked, it all takes time which could be so much easier if you could just set a VAT code to the customer.

        D
        DebSheenD
        July 25, 2023

        I'm here to share some information about tax codes, @Grob.

         

        The default tax codes in QuickBooks Online are unavailable. 

         

        I understand how this functionality would be beneficial to your business. I suggest sending feedback directly to our Product Development team. Doing so helps us improve your experience and the features of the program. 

         

        Here's how:

         

        1. Go to the Gear menu and then select Feedback.
        2. Type in your feature request in the description box.
        3. Once done, click on Next.

         

        Additionally, I've added these resources that'll help you learn more about managing VAT: Set up and edit VAT settings, codes and rates in QuickBooks Online.

         

        You're always welcome to get back on this thread if you have other questions or concerns regarding bank feeds and multi-currency accounts. We're here to help.

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