AccountsPrep - How to Manage and Add Tax/VAT Codes

The steps required to manage and add tax/VAT codes in AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over a week ago


This article will show you how to add and edit your VAT codes.

Applies To

  • AccountsPrep integrated companies.


To manage or add new VAT codes, please follow these steps:

  1. Click Settings on the navigation bar.

  2. Select Tax Codes.

  3. Edit existing codes by clicking on their name, or add new codes by clicking the Add Tax Code + button.

  4. Please click the green Save button when you are finished making changes!

Additional Information

When editing/adding a tax rate, please note the following:

  • The name you enter must be unique.

  • The unique name may be used for import purposes when importing a sales/expense batch. In short, this is mainly useful if there are two or more tax rates that use the same % value. Otherwise, we would suggest it is easiest to just enter the % value in the import template itself for your own clarity.

  • Available for these batch types is an option where users want to completely separate tax rates between sales and expenses (the best option may depend on your country/region).

Other points to take note of:

  • You can re-order the tax rate types by using the move & drag button on the left of any row. This will change the order of how they appear within batch entry drop-down menus and the tax reports.

  • When you add or edit a tax rate in the relevant pop-up, you will notice you need to select the Add or Update button. Just remember that this change will not save until you click Save on the main page after the pop-up menu closes.

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