VAT codes per relation

With every posting, Invoyz remembers which VAT code you used for a relation per VAT percentage. New invoices from that relation get this code by default.

View or change remembered VAT codes#

1. Go to Relations and open the relation.
2. Open the Processing tab and go to Remembered VAT codes.
3. Pick a code per company and per percentage (0%, 9% and 21%) under Pick VAT code.
4. Click Save.

If a relation is both supplier and customer, you see separate rows for Purchase and Sales. You can only pick codes that your accounting software allows for purchases or sales. A code taken from the accounting system is overridden when you pick your own.

Other and One code for everything#

• Other: the code for any other percentage, for example foreign VAT.
• One code for everything: tick this when the relation always gets the same VAT code, whatever the percentage.

For a global relation, use Add company to add a row for a company.

Companies without accounting software#

If the company has no accounting software connected, Invoyz remembers a VAT rate per percentage instead of a VAT code. When you change the rate on an invoice line and approve the invoice, new invoices from that relation with the same percentage get your rate from then on.

• Pick a rate per percentage under Pick rate: No VAT, 0%, 6%, 9% or 21%.
• No VAT: the VAT is added to the amount and the line gets 0% VAT.
• One rate for everything: tick this when the relation always gets the same rate, for example No VAT.

On an invoice line you can also pick No VAT in the VAT column.