How to enable UK VAT in JobSheet Workspace settings

Steps

  1. Sign in as the workspace admin and open Workspace from the sidebar or More menu.
  2. In Company, enter your VAT registration number (optional) when you are VAT registered. It appears on print views when set.
  3. Scroll to UK VAT.
  4. Set Add UK VAT at 20% to quote and invoice totals to Yes.
  5. Choose Show prices including VAT:
    • Yes: line entry and lists show amounts including VAT
    • No: amounts show excluding VAT; VAT is still added to saved totals
  6. Choose Save workspace at the bottom of the page.

What changes

VAT settings apply across quotes, invoices, directories, reports, and print views. Per-line 0%, 5%, or 20% rates appear on quote and invoice lines when VAT is on (see Set VAT rates on quote lines).

Re-save open quotes and invoices after changing VAT settings so totals stay correct.

Quick setup

New owners may see Quick setup after registration. You can set VAT there, or change it later in Workspace or Your account → Open quick setup.

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