For owners who are not registered for GST/VAT, you can configure a default zero tax rate and mark individual owner contacts accordingly so that income invoices are generated with the correct tax treatment.
Note: Rent and outgoings templates do not automatically apply the zero tax rate, but they do display the non-GST/VAT message. Review these invoices manually to ensure the correct tax rate is applied.
Step 1: Set the Default Tax Type for Non-GST/VAT Owners
Navigate to Settings > Tax Types.
Click Set Default for Non GST/VAT Registered Owners.
Select the tax type to apply to income invoices for non-GST/VAT owners — typically 0%.
Step 2: Mark the Owner Contact as Non-GST/VAT Registered
Open the Owner Contact.
Under the Tax section, untick the GST/VAT Registered checkbox.
Click Save.
Manual invoices will now display "Property is not GST/VAT elected" and apply the 0% tax rate. If no default was set at the company level, the message still appears but the tax field will not default to 0%.
