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Add a VAT summary

Adding multiple tax rates via a Tax Summary on an invoice.

Written by Oliver Cook

When you add a VAT Summary, this allows you to reflect multiple tax rates that are present on the invoice.

  1. On a Purchase or Sales invoice, select Add VAT Summary at the bottom-left of the invoice view screen.

📎NOTE: Depending on your language settings, this appears as Tax Summary or GST/HST Summary.

2. Select the Category and VAT code from the dropdown.

📎NOTE: When you enter a VAT Summary manually, a warning message appears if the figures don't add up. Correct the figures to clear this message.

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