Adding a VAT Summary

The steps required to add multiple tax rates via a Tax Summary on an invoice.

Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Adding a VAT Summary allows you to reflect multiple tax rates that are present on the invoice.

How do I add a VAT summary to an invoice?

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

  2. Category codes can be applied per tax rate and these are remembered by AutoEntry; automatically populating these fields every time another invoice is processed for that supplier.

  3. The Category and Tax codes can be selected from the drop-down menus.

📎NOTE: When entering a VAT Summary manually, please be aware that a warning message will appear if the figures do not add up. Correcting the figures will clear this message.

Related guides

  • A guide on Line Item Extraction can be found here.

Last edited:

Jun 28, 2023, 08:40 AM

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