How do I add a VAT rate?

By default, WriteUpp applies a standard VAT (MOMS, GST etc.) rate to treatments and expenses (which are goods that have been provided to the patient as part of their treatment)

You should always check that these rates are correct for the jurisdiction that you are operating in.

In certain circumstances, you may need to apply a different VAT rate to appointments and expenses. If you do, you should add that rate and then apply it accordingly. The following article explains how you add a VAT rate.

To add a VAT rate to WriteUpp:

Go to Settings -> Invoice, then click the Edit link under the existing default VAT rates:



This will open the 'Tax Rates' modal. Click on the Add Rate button at the bottom of the modal:



Complete the details for the new VAT rate including:

The Rate (%)
A label (if you'd like, it's not mandatory)
If you would like it to be the default rate (for appointments, expenses or both)
If you would like it to be active -> What’s the difference between active and inactive VAT rates?



Click Save:



The new rate will then appear in your list of VAT rates, and in the 'Tax Rate' dropdown when creating an expense/invoice (as long as it's active!):

Updated on: 01/08/2024