AT2Sage does not calculate VAT.  Billing items from Autotask invoices are transferred to Sage excluding VAT, although with the Sage tax code for that item.

The Sage tax code AT2Sage uses for the billing item will be that set up for the Product or Account within Sage, depending upon the option chosen in AT2Sage > Options > Sage > “Use the tax code from” as below:

Accounts Default Tax Code: AT2Sage will query the Account within Sage Accounts to find the default tax code set up for that account, this tax code will then be applied to all billing items on all invoices sent to this customer.  If no Account exists within Sage Accounts AT2Sage will create the customer using the default tax code configured within Sage Accounts.

Products Default Tax Code: AT2Sage will query the product within Sage Accounts to find the default tax code set up for that product, this tax code will then be applied to all billing items for this type of product.  If no product exists within Sage Accounts AT2Sage will create the product using the default tax code configured within Sage Accounts.

Rounding VAT

Occasionally invoices within Sage Accounts and Autotask may not show the same VAT amount, they could be one or two pence difference.  This is normally due to the rounding used by Sage Accounts and Autotask.  While we cant change the rounding used in either system this can be resolved by changing the number of decimal places Sage Accounts and Autotask use.