Tax status

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Configuring customers

When creating a customer, select the tax status: taxed (default), tax exempt, or reverse charged.

Reverse charge invoices are marked as such and do not include any tax rates. Instead your customer will be responsible to collect tax (as per the reverse-charge procedure). Reverse charge invoices include the VAT number of your customer which can be provided via the Tax ID field. Reverse-charge procedures may apply if a UK-based business is selling products to a business based in France, for example.

When you’re billing a taxable customer, Sequence will look up the tax rate based on the product’s tax category and the customer’s region. If no tax rate has been provided, you will prompted to provide one.

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Configuring tax registration IDs for invoicing

If you need invoices to include your customer’s tax registration ID (such as VAT ID or GSTIN), edit a customer and add a tax registration.

Once added, the ID will be displayed on subsequent invoices below the customer’s address.