Add VAT and tax IDs to invoices

Halyard calculates tax on each invoice from the rates you set up, and prints your tax ID and your customer's.

Add your tax ID#

1. Open Settings → Company → Tax.
2. Add your VAT number, GST number or other tax ID. We check EU VAT numbers against VIES as you save.

Set up tax rates#

1. Open Settings → Tax rates and click New tax rate.
2. Give it a name customers will understand, like VAT 20%.
3. Set the percentage and whether prices include it.

Pick a default rate for new invoices, or choose one per line item.

Reverse charge in the EU#

When you invoice a business in another EU country and they've given you a valid VAT number:

1. Add their VAT number to the customer's details.
2. Halyard switches the invoice to 0% and adds the reverse-charge note for you.

Heads up: we check the format and the VIES register, but you remain responsible for charging the right tax. If in doubt, ask your accountant.

Customer tax IDs#

Add a customer's tax ID on their page, under Billing details. It appears on every invoice you send them from then on. Past invoices don't change; see Download an invoice for why.