What VAT rates are for
VAT rates are applied to line items on Invoices, Credit Notes, Purchase Orders, and other financial documents. Project Commander maintains a central list of rates so you can select the correct one when entering financial data.
Viewing VAT rates
Navigate to Settings > Data > VAT Rates. The table shows all VAT rates with their name, rate percentage, tax type, report tax type, and status. A source icon indicates whether the rate originated from Xero, Sage, or was created directly in Project Commander.
Filter by Status, Tax Type, or Report Tax Type to narrow the list.
Creating a VAT rate
- 1
Click Create VAT Rate in the top-right corner.
- 2
Enter a Name (e.g. "Standard Rate") and a Rate percentage (e.g.
20). - 3
Click Create to save.
Editing a VAT rate
Click into the Name or Rate cell in the table to edit inline. Changes save automatically.
Editing a VAT rate that was synced from Xero or Sage may cause it to diverge from the provider's records. If your accounting platform is connected, prefer managing rates there and letting them sync across.
Synced rates
If you have connected an accounting platform on the Connections page, VAT rates from that provider are imported automatically and shown alongside any rates you have created manually.
Archiving and restoring
Click Archive on a row to hide the rate from selection lists. To restore, enable Show Archived and click Unarchive.
Next steps
- Accounts — view accounting accounts synced from your provider.
- System Defaults — set a default VAT rate that is pre-selected on new documents.
- Connections — connect to Xero or Sage.