Skip to main content
N
N Stephenson
March 16, 2021
Question

Missing default VAT code for Customers

  • March 16, 2021
  • 1 reply
  • 0 views

Hi

 

With the recent UK domestic VAT reverse charge it seems a big oversight that you can't allocate default VAT codes to a customer. Our customers will use the same items but the VAT requirements are different depending on each customer.

 

This means the whole process of invoicing is very manual and open to error. I can't actually see anywhere in the customer form where you have allowed a field to record the customer's VAT requirements but it does need to be noted somewhere for reference as they are now different. The only way I have been able to work around this is to include a short note in the 'display as' area of the customer details (ie name then 'REV' or 'END') which then shows on the create invoice screen. Any other better suggestions welcome?

 

This would be a MAJOR user improvement if this could be made possible. QB competitor software seem to have been able to integrate this change.

 

Could you confirm this could be in the future plans for development?

1 reply

P
payment after leaving
March 16, 2021

Hi N Stephenson When invoicing your customers when using the DRC you're not able to allocate specific CAT codes to a customer however you have to ensure that on the invoice you state that the customer has to account to HMRC for the reverse charge outpout tax on the VAT exclusive price of items marked 'reverse charge' at the relevant VAT rate shown on the invoice. At the present time there isn't a designated field to enter this type of message and you'll have to enter it in one of the fields or footer of the invoice. We will of course submit a product enhancement request to our developers for their consideration and encourage you to leave feedback from within the product

Terms & ConditionsAccessibility statement