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Level 1

VAT instead of TAX to show on invoice.

Hello, 

 

I am in the UAE and learning the newely implemented VAT laws which we need to integrate with our QB Online account.

 

After applying tax settings in my QB online account. I noticed the tax field does not print as "VAT" on invoice or PO, instead it just shows as "TAX".

 

How do we change/customize TAX to show as VAT on an invoice or PO? Please help. Screenshot is attached. Thanks

 

 

(Title has been edited by moderator for clarity)

Solved
Best answer January 24, 2018

Best Answers
Highlighted
Level 4

VAT instead of TAX to show on invoice.

You'll need to manually edit the labels. To do that, you'll need to upload your custom invoice template. You can download the sample template to see how it looks like. 

 

Make sure you turn on the Import Style feature first:

  1. 1. Go to the Gear icon and click QuickBooks  Labs.
  2. 2. Click the radio button to turn on Import Style.

 

 

To import your template:

  1. 1. Gear icon and then choose Custom Form Styles.
  2. 2. Click the New Style button at the top right corner, choose Import Style.

 

This Help article is a good guide: How to Import Invoice Template Styles From Word

 

This is how it should look:

 

View solution in original post

12 Comments
Highlighted
QuickBooks Team

VAT instead of TAX to show on invoice.

Hello Infra, 

 

I'd like to find out a few details. Did you go to Taxes > Edit VAT, or did you go to Taxes > Add tax? Also, were you able to see VAT on invoices before making that adjustment? I'll be waiting to hear back from you. 

Highlighted
Level 1

VAT instead of TAX to show on invoice.

Hi Dwayne,

 

It's important to know that VAT is just introduced here in the UAE. There was no sales tax prior to Jan 1, 2018.

So, when I first set it up in QB couple of weeks ago that's how it's been printing on invoice, "TAX" not "VAT".

I tried to go and make changes via Edit VAT but it won't effect what's printed on the invoice.

I did not go to Add Tax as VAT is already setup and i felt there is no need to add any other tax?

 

Kindly advise. Thanks

Highlighted
QuickBooks Team

VAT instead of TAX to show on invoice.

Hey Infra,

 

I'd like to see what I can do to get that updated. Can you let me know what URL you're using to sign in? I'm wondering which version of QuickBooks Online you're working with. 

Highlighted
Level 1

VAT instead of TAX to show on invoice.

I am using uk.qbo.intuit.com. Kindly advise as soon as possible as it's mandatory for us to show "VAT" on invoice by the authorities here.

Highlighted
QuickBooks Team

VAT instead of TAX to show on invoice.

Hi Infra, would you be able to go to Add Tax > Select Tax Rate > Fill out the info > Save. I'd like to see if that let's it show up on an invoice as VAT.

Highlighted
Level 1

VAT instead of TAX to show on invoice.

Hi Dwayne,

By doing this would it not add an extra tax? where I already have a tax setup as VAT when I first activated tax in QB. I have the tax name, agency name, tax rate etc already setup. I need that existing tax to show as VAT on invoice.

Everything is working fine, the calculation etc, it's just the label of TAX needs to be relabel as VAT to appear on Invoice (user forms).

Highlighted
Level 4

VAT instead of TAX to show on invoice.

You'll need to manually edit the labels. To do that, you'll need to upload your custom invoice template. You can download the sample template to see how it looks like. 

 

Make sure you turn on the Import Style feature first:

  1. 1. Go to the Gear icon and click QuickBooks  Labs.
  2. 2. Click the radio button to turn on Import Style.

 

 

To import your template:

  1. 1. Gear icon and then choose Custom Form Styles.
  2. 2. Click the New Style button at the top right corner, choose Import Style.

 

This Help article is a good guide: How to Import Invoice Template Styles From Word

 

This is how it should look:

 

View solution in original post

Highlighted
Level 4

VAT instead of TAX to show on invoice.

I added another screenie below. this is how it looks on the invoice after you've edited the label and uploaded it to QBO.

Highlighted
Level 1

VAT instead of TAX to show on invoice.

Hello ItsAccrualWorld,

Thank you for your assistance. Your instructions were very helpful. I was able to import a customized template and relabeled the TAX field to show as VAT. 

I did however get an error with Subtotal field in the customized invoice. The Subtotal won't show any amount if the Shipping field or VAT field had no values, that in a case of an export sale with Out of Scope of Tax and where shipping is included in the lineitem pricing. To fix I added a Zero Rated tax with 0% and instead of Out of Scope, I chose Exclusive of Tax with 0% tax. It populated VAT field with 0.00 (a value) and voila the Subtotal amount showed up like a charm. I think it's a QBO bug but got a workaround. Thanks again for your help!

Highlighted
Level 4

VAT instead of TAX to show on invoice.

Glad everything worked out for you, @Infra! :)

Highlighted
Level 2

VAT instead of TAX to show on invoice.

Hello,

 

I have a problem regarding our tax invoices . I have properly selected the mapping, but when we are preparing the invoice, it is not showing correctly.

Highlighted
Level 2

VAT instead of TAX to show on invoice.

Hello Infra,

 

Can you share with me the mapping that you have selected?

 

Thanks!

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