setting up default tax codes for customers

Ah ok.  Thank you.  I'm trying to edit my custom invoice templates to include a message about the reverse charge.  I've created a new template, and added the wording I want, but it has added this wording to my standard template too.  When I remove it from my standard template, it also removes it from my new reverse charge template.  Is there any way to get 2 templates set up, with different wording please?

Thanks!

Hi paulaharper

The message and email body on the template are all linked to the main settings, so it's not currently possible to have a custom one for each. As a workaround, you could enter the message into the customers settings (Customer > Edit > Notes) however you'd need to copy this onto this invoice each time you make it for them. 🙇‍:female_sign:

Hi Georgia - thank you.  It just leaves things open to a lot more human error, as any invoices applying the vat reverse charge need to legally have certain wording on them.  I'll just have to make sure I have had enough caffeine when I do my pile of invoicing each week :)

I second Paula's request to be able to set default VAT codes by customer.

Hi Lisa, thanks for the comment on this thread. We'll add that to the feedback for our product developers. If you could also add that into the feedback section in the settings cog in the top right that would be great. Thanks

Yes please.... just another thing missing in QBO compared to QBD!

This would be a really useful feature if you could allocate tax codes to different customers eg selling within your country, to another EU country, a third country and reverse charge. All have different tax codes and being able to allocate a tax code on customer set up minimises human error.

Hello Carole9212, thanks for posting on this thread, we will add your feedback as well to the developers, if you can also leave it as feedback within the product, in the main cog wheel section to that would be great thanks. 

Any news on this yet? This is exactly the sort of things that makes me dread having to transfer Desktop clients over to QBO...

Let me share some insights about set up default tax codes for each of my customers, buzz21.

QuickBooks automatically do the VAT calculations for you on your invoices and receipts for easy and accurate filings. It lets you know when your tax payment is due, so you can file on time and avoid any surcharges or penalties. I know how beneficial it is to set up default tax codes for each of my customers. However, this option is unavailable in QuickBooks Online (QBO). With this said, I'd recommend sending this request straight to our product engineers through feedback. Sharing features and options that you would like implemented is how our engineers look for new product updates. Here's how: 

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Enter your comments or product suggestions.
4. Then select Next to submit feedback.

Here's an article you can refer to for more details about complete guide for VAT codes in QuickBooks Online. You’ll find a list of common VAT codes and how they’re used on the sales and purchase forms in QuickBooks Online. If you need to adjust your VAT return before you submit it to HMRC, check out this article for more details: Make VAT adjustments in QuickBooks Online.

However, any manual adjustments you make to your return will impact your VAT control and or VAT suspense account. If you are not sure about making an adjustment. I'd suggest consulting your accountant.

For more tips and other resources, you may visit this article about VAT feature: Set up and edit VAT settings, codes and rates in QuickBooks Online.

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one. 

Wow RCV, that's almost like a politician's answer to a question! So, long story short, no the software does not do this yet.

I can enter this in feedback yes, but the overriding feeling is that Intuit doesn't care what customers think. How can Intuit keep telling us all we must migrate to QBO if they cant make it a viable replacement for the wonderful QuickBooks desktop. Why your engineers felt the need to start from a blank canvas and didn't just copy as much of desktop as they could is beyond me!

This is very important. 

Product VAT is not important as some client and suppliers are VAT registered and some of them are not for the same product

but default VAT code for client and supplier is very important people often do the msitake

Is this issue still not resolved Quickbooks? I am transferring a desktop client to Online and she really did not want to but has been forced by QB to do so now.   Allocating a vat code to a customer is SO important.  Human error will cause problems with this

Hello MC97, thanks for posting on this thread, No VAT codes can be assigned to products/services or accounts in the CoA, but not to customers.

Why this isn’t available I cannot understand, I keep making mistakes or have to look up the customer to see what his status is and then either edit the invoice or set it once checked, it all takes time which could be so much easier if you could just set a VAT code to the customer.

I'm here to share some information about tax codes, @Grob.

The default tax codes in QuickBooks Online are unavailable. 

I understand how this functionality would be beneficial to your business. I suggest sending feedback directly to our Product Development team. Doing so helps us improve your experience and the features of the program. 

Here's how:

1. Go to the Gear menu and then select Feedback.
2. Type in your feature request in the description box.
3. Once done, click on Next.

Additionally, I've added these resources that'll help you learn more about managing VAT: Set up and edit VAT settings, codes and rates in QuickBooks Online.

You're always welcome to get back on this thread if you have other questions or concerns regarding bank feeds and multi-currency accounts. We're here to help.