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. 

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

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. 

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.

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.

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).

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

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!

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

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.

Hello Infra,

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

Thanks!

i have a similar issue but cant even upload a template of my own. 

I need to change the wording TOTAL VAT to taxes and fees as it includes not just vat but other fees. 

I am using the uk version of quickbooks online. 

Hello there, @vandapapriwal.

Thanks for joining this thread. I can provide some information about your custom form style concerns in QuickBooks Online (QBO).

The reason why you can't upload your own template is that, as of June 29, 2021, all new QBO accounts will no longer have access to the Import Styles feature. Only existing accounts can still save and upload DOCX templates. For your reference, please visit this article: Import custom form styles for invoices or estimates.

The option to change the TOTAL VAT text to taxes and fees in your invoice is unavailable. In the meantime, I suggest looking for a third-party app that lets you customise your invoice templates. While I’m unable to recommend an app, I can direct you to the website where you can look for an application specific to your business needs: QuickBooks App Center. Just change the country flag to the United Kingdom to view apps available for your region.

Nevertheless, you can send this request to our Product Development Team to help improve your experience. They'll review your suggestions and make some necessary adjustments in the next update to ensure we’re meeting the needs of our customers. Here's how:

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

Additionally, you can check out this article to learn more about how to personalise and add specific info to your invoice and other form styles: Customise invoices, estimates, and sales receipts in QuickBooks Online.

Keep me posted if you still have questions or concerns about managing your invoices in QBO. It's always my pleasure to help you out again. Keep safe!

I do not see this feature in my version? I have to change to VAT also!

I understand you need to view the Taxes tab as VAT within QuickBooks Online, CLAIRE011. I can provide important information about this matter. 

The taxes section may not be displaying as VAT in QuickBooks Online for several reasons, such as the specific version of the software being used, and the region or country settings.

Thus, the VAT section on your left navigation bar will only show as Taxes since you are located and using an International version of QuickBooks. Additionally, the vat tab is only available in the United Kingdom, Ireland, and South Africa. 

I'm adding this article for your guide on how to manage your sales taxes: How do I set up sales GST/VAT rates and use them on forms? (International QBO)

I'll be around in this forum if there's anything else you need assistance with when handling income taxes. Let me know in the comments section. Keep safe!