Need help raising first invoice…not showing tax correctly

Hi there, david.

I'm here to help ensure your VAT will show correctly when creating an invoice in QuickBooks Online (QBO).

To begin, let's ensure that your VAT is correctly configured in QBO. By setting it up properly, the system can automatically calculate VAT on your invoices and receipts, making it easier and more accurate for your filings.

Here's how:

1. In QBO, go to Taxes and click VAT.
2. Or, go to Get things done and select Set up VAT in QuickBooks.
3. Tick the month you need to start calculating VAT from.
4. Pick your filing frequency for VAT. This is how often you will submit VAT returns to HMRC.
5. Choose your accounting method
6. Enter your 9-digit VAT registration number.
7. If applicable, tick the Flat Rate Scheme (FRS) box and enter the percentage and tax registration date.
8. Tick Next and then OK.

If everything looks good and the VAT is still not showing correctly, let's sign in to your QBO using a private browser (incognito). There are times when the browser is already full of frequently accessed page resources (cache and cookies) causing some unusual responses.

Here's how:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox).
• Control + Option + P (Safari).
•  Ctrl + Shift + P (Microsoft Edge)

Once done, try to create a test invoice to double-check. This can be done by clicking the + New icon at the top left and then selecting Invoice.

 If the VAT is now showing, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

I'm also adding these articles that tackle managing invoices and VAT in QBO for future reference:

• Create invoices in QuickBooks Online.
• Set up and edit VAT settings, codes, and rates in QuickBooks Online.
• VAT codes in QuickBooks Online: A complete guide.

Please leave a comment below if you have follow-up questions about this or anything else. I'm more than willing to assist. Take care.