Newly VAT registered client

Question asked by Elaine Roscoe 10 years ago

Hi, I am doing the bookkeeping for a client who has become VAT registered as of 1st June 2014. Where do I change in the settings to allow that VAT to be charged and posted on invoices?

Kind Regards,

Elaine Roscoe

3 Replies

Hi Elaine,

You will need to head to Settings > Organisation > Details. On the right hand side of this page will be a 'tax' option, if you click on this you will be able to enter the VAT details for the company and set up a VAT scheme. Once that is done you'll be able to add VAT to any invoices you create.

Let me know if you have an further queries.

Kind regards,

Michael

Hi Michael,

Thanks for the reply I had actually worked it out for myself after posting. I am new to clear books so I am still finding my way around.

Another question now is if I have already posted invoices and receipts without Vat can this be amended or not?

I have already posted some receipts in to June but they don't have VAT on them.

Elaine

Morning Elaine,

To edit the invoice click into the invoice #, and then click on the blue edit button at the top of the page.

You can edit an invoice if there is no payment against it. If there is a payment against it then this will need deleting first. Once the invoice has been edited, you can recreate the payment against it.

Let me know if you require any further detail.

Kind regards,

Michael

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