What This Screen Does
This is where you manage your VAT (Value Added Tax) rates. Think of it like a settings page for all the different tax brackets your business uses. You can see all existing VAT rates, add new ones, and edit or remove the ones you no longer need. Each VAT rate is linked to a bookkeeping account number so your accounting stays organized.
How to Get There
Open the dashboard.
In the left-hand menu, click VAT (under Bookkeeping).
Click Settings in the breadcrumb or navigation.
You are now on the Edit VAT / Tax Rates screen.
Step-by-Step Guide
1. Review Existing VAT Rates
When the screen loads, you will see a list of all your current VAT brackets under the VAT Brackets heading.
Each entry shows the VAT name, percentage, account number, and whether prices include VAT.
You can edit or delete individual entries directly from this list.
2. Add a New VAT Rate
Click the New button (with the + icon) in the top-right area of the VAT card.
A dialog box titled Add VAT Rate will appear.
3. Fill In the New VAT Rate Details
Inside the dialog, fill in the following fields:
Field | Required | What to Enter |
VAT Name | Yes | A user-friendly name for this tax rate (e.g. “Standard VAT” or “Reduced VAT”). Only letters and numbers are allowed — no special characters. |
VAT (%) | Yes | The tax percentage, between 0 and 100 (e.g. 25 for 25%). Use a decimal point for fractional rates (e.g. 12.5). |
VAT account number | Yes | The account ID from your bookkeeping system that this VAT rate should be linked to. This must be a number. |
All sales prices will be registered including VAT | No | A toggle switch. Turn it on if product prices in this VAT bracket already include tax. Leave it off if prices are entered without tax and VAT is added on top. |
4. Save the New VAT Rate
After filling in all the fields, click the Add button in the dialog.
The system will:
Check that the VAT name is filled in.
Check that the VAT percentage is filled in.
Check that the account number is filled in.
Verify that a VAT rate with the same percentage and account number does not already exist.
Create the new VAT rate.
Refresh the list so your new entry appears immediately.
You will see a green “Create success!” notification at the bottom of the screen.
If you change your mind, click Cancel to close the dialog without saving.
5. Edit an Existing VAT Rate
Find the VAT rate you want to change in the VAT Brackets list.
Each entry has inline editing controls.
Make your changes and save them directly from the list item.
6. Delete a VAT Rate
Find the VAT rate you want to remove in the VAT Brackets list.
Use the delete action on the list item.
Confirm the deletion when prompted.
What Happens Behind the Scenes
Page loads
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API call: getTaxRates() — fetches all existing VAT rates
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(If URL has ?id= parameter with unknown IDs)
API call: getTaxRate(missingIds) — fetches specific rates not yet loaded
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Existing VAT rates are displayed in the list
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You click "New" and fill in the dialog
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You click "Add"
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Form validates: name, value, and accountId must all be set
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Duplicate check: no existing rate with same value + accountId
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API call: addTaxEntity({ name, value, accountId, inclusive })
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API call: getTaxRates() — refreshes the full list
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Success notification appears: "Create success!"
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Dialog closes, new VAT rate is visible in the list
Troubleshooting
“I filled in all fields but nothing happens when I click Add”
Make sure the VAT Name field is not empty. It must contain at least one character.
Make sure the VAT (%) field has a number between 0 and 100.
Make sure the VAT account number field is filled in with a valid number.
Check for any red error text below the fields that tells you what is missing.
“I get an error saying the VAT rate is already set to this account”
This means a VAT rate with the same percentage and the same account number already exists in your list.
Either change the percentage, change the account number, or edit the existing entry instead of creating a new one.
If you need two entries with the same percentage, link them to different account numbers.
“The VAT name is not set error appears even though I typed a name”
The name field strips out special characters automatically. If you entered only special characters (e.g.
@#$%), the field may be effectively empty.Use plain letters and numbers for the VAT name.
“My VAT rate does not appear in the list after adding it”
The list refreshes automatically after a successful save. If you do not see the new entry, try refreshing the page manually.
Check your internet connection — the save may have failed silently.
If the success notification appeared but the entry is missing, refresh the page. The data should be there.
“The VAT percentage field will not accept my input”
The field only accepts numbers between 0 and 100.
You can use decimal values (e.g. 12.5) but not negative numbers or values above 100.
Do not type letters or special characters — only digits and a decimal point are accepted.
“I cannot find the VAT settings screen”
Make sure you are navigating through Dashboard → VAT → Settings using the left-hand menu and breadcrumbs.
If you do not see the VAT option in the menu, your user role may not have permission to access bookkeeping settings. Contact your administrator.
“I see an error message after clicking Add”
Read the error notification carefully — it usually explains the problem.
Common causes: missing required fields, duplicate VAT rate and account combination, or a network error.
If the error is unclear, try again. If it keeps happening, contact support with the exact error message.
“The page is blank or the VAT list is not loading”
The page fetches VAT rates when it loads. If nothing appears, your internet connection may be down.
Try refreshing the page.
If the problem persists, the server may be temporarily unavailable. Wait a moment and try again, or contact your administrator.