How to set VAT rates on quote lines in JobSheet

Before you start

Add UK VAT at 20% to quote and invoice totals must be Yes in Workspace → UK VAT. See Enable UK VAT in Workspace.

Invoice lines inherit VAT from the quote when you create an invoice from a confirmed quote.

Steps

1. Open Quotes and create or edit a quote.
2. Add or edit line items (description, quantity, unit price).
3. In the VAT % column, pick 0%, 5%, or 20% for each line. New lines default to 20%.
4. Check the unit column label: Unit (£ ex VAT) or Unit (£ inc VAT) matches your Show prices including VAT workspace setting.
5. Save the quote.

Tips

• Mixed rates on one quote are supported. Print and invoice views show the rate per line.
• With VAT off in Workspace, the VAT % column is hidden and lines store plain GBP amounts.
• After toggling workspace VAT settings, open and save affected quotes so stored totals update.

Related guides

• Enable UK VAT in Workspace
• Create a quote with line items
• Create an invoice after a job is done