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Add a VAT Summary

How to add multiple tax rates via a Tax Summary on an invoice.

Oliver Cook avatar
Written by Oliver Cook
Updated over 10 months ago

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, click Add VAT Summary at the bottom left side of the invoice view screen.

  2. You can apply category codes per tax rate and these are remembered by AutoEntry. They automatically populate every time another invoice is processed for that supplier.

  3. You can select Category and Tax codes from the drop-down menus.

📎NOTE: When you enter a VAT Summary manually, be aware that a warning message appears if the figures do not add up. Correct the figures to clear this message.


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