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Help centreComplianceHow to set VAT on an invoice

How to set VAT on an invoice

Choose a UK VAT category for each invoice line.

Updated 10 Oct 20261 min read

There is no tax setup screen. Each invoice line carries its own VAT category, so you choose it as you add the line.

Steps

  • Open a draft invoice and add a line
  • In the VAT column, pick Standard 20%, Reduced 5%, Zero-rated or Exempt
  • Check the Tax figure in the Summary

On expenses, pick a VAT rate to fill in the VAT amount, or type the amount yourself.

SpiralHQ does not prepare or file VAT returns yet.

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