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Add invoices to a VAT period

Tag invoices to add them to a VAT period.

Written by Rachel
Updated today


Add invoices to a VAT period:

  1. Use the checkbox to the left of the invoice or the master checkbox top left to select the invoices you want to add.

  2. Once selected, click Actions and select Tag from the dropdown menu.

  3. A pop-up window appears to select both the year and VAT period required.

  4. Click Apply and the selected invoices are then tagged to that VAT period.



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