Migrate to VAT/GST Tool

When will this be available in Germany?

Hi, Robert. The price displayed in that field is calculated on the fly; we do not actually store it in the database. We did not offer an option to use that price because some of them would be incorrect due to rounding errors. This ensures that all prices you change to ex VAT are accurate.

Thanks for the reply, sadly while the VAT update is welcomed it does seem it will create a lot of work because you didn’t store a value in the first place!

If you are using Xero or QB, see our options above to import from them to make it easier. If you are not, you can also export the inventory, modify all the prices in the spreadsheet, then import them back in. That’s at least easier than modifying one by one in the UI.

Hi, Frank. This update required some major changes to our system and we decided to limit the change to one locale at launch due to the complexity. We have every intention of bringing this new model to Users in other locales moving forward. While we don’t have exact dates that can be shared at this time, please know that we will eventually share more on which locales will come next.

A post was split to a new topic: Prices not updating in recurring invoices after VAT migration

What about gst for nz, can i just use this tool as its doing what i want , thank god finally

How does this impact putting charges on a ticket?

Also, could we not have an option whether to input the price ex VAT or inc VAT? This would make much more sense for the UK market because when selling to the public they need to know it’s £60 (including vat), and when selling to businesses they nee to know it’s £50 +VAT.

Hi,
we are based in Ireland and have similar VAT conditions as the UK. can you add us to the list please.as we currently sync with the QBO UK Version
Austin

Hi, Phil. Currently, nothing has changed for NZ. This update required some major changes to our system and we decided to limit the change to one locale at launch due to the complexity. We have every intention of bringing this new model to Users in other locales moving forward. While we don’t have exact dates that can be shared at this time, please know that we will eventually share more on which locales will come next.

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Hi, Dominic. Ticket charges will be ex VAT. You won’t see any taxes added until you put those charges on an estimate or invoice. As for toggling between ex and inc VAT, please go suggest this in the feature forum. It’s harder to implement than one might think, and given that most MSPs are B2B, we have not added inc VAT features at this time.

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Hi, Austin. Ireland is definitely on our list of places to add this feature to. Please see our FAQs for more info.

Although you could try changing your country and locale to the UK, we do not recommend it. This is definitely a case of use at your own risk if you do it. There may be subtle differences in taxes and other things that result in inaccuracies and other problems.

And for our users in other countries, we explicitly say to please NOT do this since it is only designed for the UK with its tax laws and currency.

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3 posts were split to a new topic: UK VAT formatting and QBO issues

Really hope its soon so we can move off xero into a single pane of glass.

Hi All, Just wondering if anyone has run the VAT migration yet and if it went smoothly?
I would love to know if there are any gotcha’s to be aware of before I push the button!

Yes, we migrated, but there are issues and one of them is a pain.

The migration itself worked fine, but you need to manually change all your recurring invoices and if there are dynamic items (ie using a search or policy to generate quantities) then you may need to remove these and re-add with the net-vat rate unless they are linked to products and you have them setup to update the invoice rate.

Our dynamic items tend to have different prices as negotiated at the time with the client so we had to remove and re-add.

All good so far.

We use QuickBooks online, this is where the current issue is.

Sync’ed invoices are going into QBO without VAT, which is correct, BUT, QBO is being told it already has Vat, so literally every line item in QBO is incorrect by 20%!

Support is aware, but no resolution yet.

Thanks for the heads up Neil. We have a similar VAT issue with syncing products from Pax8 to Syncro. But I hope doing this VAT migration will fix this.
Hope you get the QBO issue resolved soon.

Hi Ben, we added a section for Pax8 users. Hope you find it helpful.

Hi, i’m wondering if the same thing could be done with France ?

Hi Benjamin,
This update required some major changes to our system and we decided to limit the change to one locale at launch due to the complexity. We have every intention of bringing this new model to Users in other locales moving forward. While we don’t have exact dates that can be shared at this time, please know that we will eventually share more on which locales will come next.