Change a contact's VAT setting

Sometimes, you may need to change the VAT setting for a particular contact. Perhaps you do or don't need to charge them VAT because of where they are. Remember, the rules change on 1st January 2010. So here's how to change a contact's VAT setting on FreeAgent.

Why would I need to do this?

Perhaps you do or don't need to charge them VAT because of where they are. Remember, the rules changed on 1st January 2010.

OK, tell me how.

From the Contacts page, select the Edit button under that contact's name.

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Scroll down to underneath the contact’s basic information and look under More Options.

UK / always / never

You then have the option to choose whether to charge VAT only if you have the contact set as based in the UK as part of their address, which is the default, or you can choose to always or never charge them VAT.

vat_menu

Changing this setting will not affect any invoices which you have already marked as sent. It will only affect invoices that are in draft at the moment and any invoices that you send in the future.

Sometimes need to charge VAT, sometimes not

In this scenario, you could set up two different contacts for that customer and set one to whom you will always charge VAT and one to whom you will never charge VAT.

Once you’ve finished changing the setting, select Save Changes to keep the changes you have made, or Cancel to close the contact details without saving your changes.

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