VAT Groups let you assign default VAT codes at multiple levels — company, owner, property group, property, and area — so the most appropriate code is suggested automatically when creating income and expense invoice line items.
Enabling VAT Groups
Navigate to Settings.
Under Accounting, select VAT Groups.
Select the company to apply VAT Groups to and switch it on.
Selecting VAT Codes
Select either Income or Expense.
Across each available group, choose the VAT codes you want to register.
Choose a default VAT code for each group — this is what will be applied when the decision tree selects that group.
Important: You must select a default VAT code within each group. The VAT codes selected here will be the only codes available at invoice level.
Checking Owner and Creditor Contact VAT Settings
Open the owner or creditor contact.
Ensure the VAT enabled checkbox is ticked.
Checking Property Group and Property VAT Status
Navigate to the Details tab of the property group or property.
Select whether the property is VAT elected and whether it is partially or fully elected, along with the elected date.
Overriding VAT Settings at Property Level
Navigate to Property Details and scroll to VAT Settings.
Toggle On to override company defaults.
Define VAT types for both income and expense invoices.
Using VAT Groups on Expense Invoices
Navigate to Accounting > Income and Expenses and open or create an expense invoice.
Choose the creditor contact.
Re-Leased will suggest the most appropriate VAT code based on the VAT hierarchy. Override manually if needed.
Using VAT Groups on Income Invoices
Navigate to Accounting > Income and Expenses and open or create an income invoice.
Choose the owner contact.
Re-Leased will suggest the most appropriate VAT code. Override manually if needed.