VAT Calculation

AT2Sage does not calculate VAT. When billing items from Autotask invoices are transferred to Sage, they are passed excluding VAT, but with the appropriate Sage tax code included.

How Tax Codes Are Applied

The Sage tax code used for each billing item depends on your selection under:

AT2Sage > Options > Sage > “Use the tax code from”

You can choose one of the following:

1. Account Default Tax Code

AT2Sage will look up the customer account in Sage and use the default tax code set for that account.

• All items on the invoice will use this same tax code.
• If the account doesn’t already exist in Sage, AT2Sage will create it using the default tax code defined in your Sage settings.

2. Product Default Tax Code

AT2Sage will look up the product in Sage and use the default tax code for that product.

• Each item will use the tax code associated with its product type.
• If the product doesn’t exist in Sage, AT2Sage will create it with the default tax code you’ve configured in Sage.

VAT Rounding Differences

It’s possible that VAT amounts may differ by a penny or two between Sage and Autotask. This is typically due to rounding differences in how each system calculates VAT.

Unfortunately, AT2Sage can’t override the rounding logic in either system. However, you may be able to minimise these discrepancies by aligning the number of decimal places used for tax calculations in both Sage Accounts and Autotask.