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 either appointments or 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 Edit under the existing default VAT rates:
Click on the Add Rate button at the bottom of the VAT Rates modal:
Complete the details for the new VAT rate including:
The Rate (%)
A label (if you like, it's not mandatory)
If you'd like it to be the default rate (for appointments, expenses or both)
If you'd like it to be active
Then Save:
The new rate will then appear in the list of VAT rates and in the Tax Rate dropdown when creating an expense/invoice (as long as it's active):
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 either appointments or 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 Edit under the existing default VAT rates:
Click on the Add Rate button at the bottom of the VAT Rates modal:
Complete the details for the new VAT rate including:
The Rate (%)
A label (if you like, it's not mandatory)
If you'd like it to be the default rate (for appointments, expenses or both)
If you'd like it to be active
Then Save:
The new rate will then appear in the list of VAT rates and in the Tax Rate dropdown when creating an expense/invoice (as long as it's active):
Updated on: 07/02/2023
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