Billing
Set the rate once. Every invoice charges it.
Add VAT, GST or a state sales tax as a named rate, mark it inclusive or exclusive.
Tax rates in practice.
- A rate is a record, not a settingName it, set the percentage, and note the jurisdiction and the agency it belongs to.
- Inclusive or exclusive, line by lineTick inclusive for a VAT-style price that already contains the tax and Spodus takes it back out.
- The product brings its own rateGive a product or a service its default rate once.
One connected system
The tax travels with the invoice.
The rate is not a setting inside a separate tax tool.
- A won deal drafts an invoice, and its lines take your rates.
- Subtotal, tax and total print on the document you send.
- Your own tax number prints in the issuer block beside them.
Does Spodus file my VAT return?
No, and we would rather be blunt about it. Spodus works the tax out on your invoices and keeps it on the record. It does not submit a return, connect to Making Tax Digital, or file anything with any tax authority. The totals go to whoever does your filing.
Can one invoice mix tax rates?
Yes. Tax is worked out per line, so a zero-rated line, a 20 per cent line and a line at some other rate sit on the same invoice quite happily, and an inclusive line and an exclusive one can sit there together too.
What about a customer who does not pay tax?
Mark the customer tax exempt and every line on their documents comes out at zero tax. You do not edit the lines one at a time, and you cannot forget one.
Do you handle reverse charge, EU OSS, or GST and HST by province?
No to all three. There is no reverse-charge rule, no OSS return and no per-province table anywhere in Spodus. What you can do is create whatever rates you need by hand, name them so they are unambiguous, and choose the right one on the line.
Tax rates, on your own data.
Bring a spreadsheet or an export to a demo and see it there.
