Handling Value Added Tax (VAT)

Sometimes you have to include a Value Added Tax (VAT) to a project. Though standard practice might be invoicing net fees, there is a simple solution that can be used at the project level for projects requiring VAT.

  1. On the Projects screen, select that project and go into its details.
  2. Under the Settings > Billing Options tab, you can set the Sales Tax to the required VAT percent, say 10%.
  3. You can then rename this field to say VAT instead of Sales Tax. From the side menu, open Settings > Display & Formatting > Custom Labels and under the Company drop-down, change the Sales Tax label to VAT.
  4. Also, be sure to select the option No Taxes in the Contract Includes field in Settings > Projects > General. This allows you to bill your contract amount as well as taxes separately.
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