On invoices, you will see the calculated VAT rate per cost item in the invoice line. This can be adjusted on the invoice as a one-off, or you can adjust the standard assigned VAT rate for this cost item.
Changing the VAT rate on the invoice
To change the VAT rate of a cost item on a particular invoice, open the relevant invoice or receipt. Click the pencil icon in the invoice line. Choose a different VAT rate from the dropdown, and save.
You can also do this for multiple invoice items or receipt items at once. To do this, go to the 'Invoice items' menu in the Financial module, or 'Receipt items' in the POS module, respectively. Select multiple items, and edit them to change the VAT rate.
An old VAT rate can be deleted, provided it is not in use and therefore not present on an invoice item or receipt item.
Changing the default VAT rate
The VAT rate of a cost item is determined by the ledger account to which this cost item is linked. To change the default VAT rate for a cost item, you can therefore do two things: Link the cost item to a different ledger account that has the correct VAT rate; or change the VAT rate of the ledger account to which the relevant cost item is assigned.
Changing the ledger account of a cost item
Edit the cost item to change the linked ledger account. Look in your overview of ledger accounts to determine which ledger account is suitable for this cost item, or set up a new ledger account.
Changing the VAT rate of a ledger account
Open the correct ledger account via the overview of ledger accounts in your Financial module. Edit it to change the linked VAT rate. If the correct VAT rate does not yet exist, you must create it first.
Creating and checking a VAT rate
If you change the VAT rate on a ledger account, this change applies to all cost items assigned to that ledger account. Therefore, always check if there are cost items in the list of assignments that might not be subject to this change in VAT rate.