Tax rates and VAT rules

Tax rates are the VAT percentages you charge, such as 21%, 9%, 0% for international transport, or reverse-charged VAT. Every quote and invoice line has a tax rate. The rate carries its own ledger codes for your accounting package.

Create a tax rate

1. Open the side menu (☰) and choose Settings.
2. Open the Variables tab.
3. Go to the Tax Rates section.
4. Enter the Name, for example "VAT 21%".
5. Enter the Credit code and Debit code used in your accounting package.
6. Enter the Percentage, for example 21.
7. Switch the toggle on to make the rate active.
8. Click Create.

The table lists every rate with Name, Credit code, Debit code, Percentage and Active. Filter it on Active.

Edit, deactivate or remove

• Click Edit on a row, change the values in the form at the top and click Update (or Cancel).
• Switch a rate off to stop offering it. Inactive rates are not offered for new lines, but lines that already use them keep them.
• Click Remove to delete a rate you never used.

Set the default tax rate

1. Open the side menu (☰) and choose Settings.
2. Open the Environment tab.
3. Expand Financial.
4. Choose the rate in Default tax rate.
5. Save the settings.

New quote and invoice lines start with this rate. Without a default, Transportial uses the first active rate.

Choose the rate per line

On a quote or invoice, each line has Select tax rate. The form shows totals Exclusive of VAT (on quotes) or Excluding VAT (on invoices), or Including VAT, depending on the toggle at the top. See Quotes and Invoices.

Apply VAT automatically with VAT rules

Price configurations and price modules have VAT rules. A rule picks a tax rate when the priced item matches its conditions, for example 21% for domestic transports and 0% for cross-border ones.

1. Open a price configuration (see Set up price configurations).
2. Under VAT rules, click Add VAT line, then click the new Price tax line block.
3. Enter a Name, for example "Domestic transport".
4. Choose the rate in Select tax rate. Only active rates are listed.
5. Optional: add a Description.
6. Add the conditions the priced item must meet. Leave them empty for a rule that always applies.
7. Click Save, then save the price configuration.

Rules are tried from top to bottom; the first rule that matches supplies the rate. Rules on a price module go before the rules of the configuration.