Managing the firm's VAT rates

Managing the firm's VAT rates

This setting is only available to users with administrator rights.

At any time, you can in Jarvis Legal to add new VAT rates and set the VAT rate per Firm. These rates will be used in theinvoicing files.

Go to your account Settings, select "Accounting" from the menu on the left and then "VAT":



Add a VAT rate

Click on the green "Add rate" button at the top right of the page:

The following window opens:

Fill in the displayed fields and click on the blue "Save" button to validate the new VAT rate.

Note: Only fields with an asterisk are required.


Edit description of a VAT rate

At any time you can issue a description of an existing VAT rate.

To do this first click on the green edition button that appears to the right of the rate you want to publish:

The following window opens:

Update the "Description" field and click on the blue "Save" button to validate the change.

Note: It is not possible to change an existing VAT rate.


Choose the VAT rate by Cabinet Default

At any time you can change the VAT rate by default of the firm. This is the one that will apply by default of due diligence, unless otherwise specified.

To do this first click on the green edition button that appears to the right of the rate you want to publish:

The following window opens:

Check the box "Define VAT rate per firm default" and click on the green "Save" button to validate this change:



Delete a VAT rate

At any time you can delete a VAT rate that you have created, unless it already applies to due diligence in a file.

To do this first click on the red removal button that appears to the right of the rate you want to delete:

Click on the blue "Yes" button on the confirmation window that opens:

Caution: It is not possible to remove basic VAT rates (0.00% and 20.00%) as well as VAT rates that would have already been applied to activities.


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