VAT codes and VAT reasons

Where to find it

Settings → Organisation → VAT reasons (VAT codes appear wherever an invoice's VAT/tax field is edited, e.g. during booking)

✅ Common tasks

Review and manage VAT reasons

1. Go to Settings → Organisation → VAT reasons

2. Review the built-in reasons and any custom ones you've added

3. Check which reason shows the Default badge

4. Open the ⋯ menu beside a reason to set or remove its default

The default reason only prefills new outgoing invoices — it never affects incoming invoices or VAT codes.

Add a custom VAT reason

1. Open Settings → Organisation → VAT reasons

2. Select "Add custom VAT reason"

3. Enter a Situation label (up to 500 characters)

4. Enter the required Invoice text (up to 2,000 characters), using {vat} where the recipient's VAT number should print

5. Select Add to save it

Built-in reasons can't be edited or removed — create a custom reason instead if you need different wording.

Edit or remove a custom reason

1. Open the ⋯ menu beside a custom VAT reason

2. Select Edit to update its label or text, then Save

3. Or select Remove and confirm the deletion

Removing the current default reason clears the default without promoting another one.

🔗 See also

• Accounting master data

• Creating and editing an outgoing invoice

• Booking outgoing invoices

• Accounting connection settings

• Organisation settings overview