Highlight Line on Estimates & Invoices that do not attract Tax

Highlight Line on an Estimates & Invoices that do not attract Tax

You can change the tax code display on Estimates and Invoices which are taxable (GST/VAT) to highlight line items that do not attract Tax. 

Setup

For each relevant Tax Code, enter the text that you would like to appear on the invoice where the invoice is assigned to this Tax Code, but contains zero tax lines:

Go to Set Up Files / Tax Codes / Search Tax Codes. Open the applicable Tax Code – and enter the appropriate text in the new field titled ‘Zero Tax Lines Text on Reports’ at the bottom of the page. For example ‘Indicates VAT Exempt/Zero Rated Item‘

If text is entered the line on the Estimate/Invoice with no tax will display an asterisk placed before the line description (*Airfares) and, the assigned text will display against the relevant tax code (VAT) for this invoice in the Tax section at the bottom of the report (e.g. *Indicates VAT Exempt/Zero Rated Item)

If there is no text entered, then this function is effectively void – the system reports will display tax as it does normally.

Note that this change does not impact report formats such as ‘Heading Totals Only’, or ‘No Details’ – as these report formats do not display individual line items.