VAT codes and VAT reasons

Where to find it

Settings → Organisation → VAT reasons

✅ Common tasks

Review VAT codes

1. Open the VAT codes list from your accounting connection.

2. Check each code’s number, label, description, and legal text.

3. Review the VAT percentage and country when shown.

4. Check whether the code applies to purchase invoices, sales invoices, or both.

VAT codes are read from your connected accounting package.

Manage VAT reasons

1. Open Settings → Organisation → VAT reasons.

2. Review the system reasons and your custom organisation reasons.

3. Check the label, invoice text, and Default badge.

4. Use the menu on a custom reason to edit or remove it.

Only custom VAT reasons can be edited or removed.

Set a default reason

1. Open the menu on a VAT reason.

2. Click Set as default to prefill it on new outgoing invoices.

3. Click Remove default on the current default to clear it.

4. Save your changes and check the Default badge.

The default VAT reason is used for new outgoing invoices when VAT is shifted or exempt.

🔗 See also

• Creating and editing an outgoing invoice

• Booking outgoing invoices

• Accounting master data

• Outgoing invoices

• Organisation settings overview