Why Are Job Lines Showing No VAT on a Proforma or Invoice?

If job lines are showing no VAT when producing a proforma or invoice, the most likely cause is an incorrectly set VAT code on the standard job request line.

Why This Matters
Correct VAT coding ensures:

• Compliance with tax regulations

• Accurate invoicing for customers

• Correct financial reporting

• Avoidance of rework and credit notes

Step 1 – Check the VAT Code on the Standard Job

1. In Navigator, go to Workshop.

2. Select Service Parameters.

3. Choose Standard Jobs.

4. Load the job page and select the standard job in question.

5. Check the VAT code is correct.

   • Codes like ZERO, EXEMPT, or OUTSIDE SCOPE will mean no VAT is charged.

Step 2 – Save Changes

• If you amend the VAT code, press Update to save.

Step 3 – Refresh the Request Line on the Job

• Unauthorise the current request line on the job.

• Add the request line again so the updated VAT code applies.