Requesting VAT Invoices
Note: You may need to manually choose to include VAT Invoice Only (VAT Sub) and Manual (Manual Sub) Sub-Tiers in a period if you turned off the Include all VAT invoice only and manual sub-tiers in period if their on-system parent is included in a period project setting.
To automatically include these Sub-Tier organisations in a period each time you invite their parent organisation, you can turn on the Include all VAT invoice only and manual sub-tiers in period if their on-system parent is included in a period project setting.
See Period Settings for information on this and several other draw-related project settings.
To request a VAT Invoice from the Manage VAT Invoices or Manage VAT Invoices by Period page:
- Either:
- Navigate to the Manage VAT Invoices Page
The system generates the Manage VAT Invoices task when at least one VAT Invoice needs to be approved.
- Tasks
- Choose Manage VAT Invoice - Period <#> (Sub-Tier: <Sub-Tier name>) from the Tasks icon drop-down at the top of the page.
- Use the Manage VAT Invoice - Period <#> (Sub-Tier: <Sub-Tier name>) link on the Tasks page.
- Home Pages
- From the Compliance section at the top of the Tasks tab of the Project Home page, select the Manage VAT Invoices - <Period> - <Organisation Name> link. The Compliance section will include a link for each organisation with a current VAT Invoice tracking hold. Select a link to navigate to the Manage VAT Invoices page for the period in which the Sub-Tier is out of VAT Invoice compliance.
- From the Payment/VAT Invoice section of the Period Home page, use the Period <#> (<Sub-Tier: Sub-Tier Name>) link
- Menus
From the Compliance Menu at the top of the Project Home or Period Home pages, choose Manage VAT Invoices.
- Tasks
- Navigate to the Manage VAT Invoices by Period Page
From the Compliance menu at the top of the Project Home page, select Manage Periods by Period.
From the drop-down by the organisation's name on the Manage VAT Invoices or View VAT Invoice Status page, choose the Manage VAT Invoices by Period link.
- Navigate to the Manage VAT Invoices Page
- From the Request VAT Invoice column, select an organisation.
Either:
- Use tick boxes in each row to select a VAT invoice from the organisation listed in the row.
- Use the Select All tick box under the Request VAT Invoice column heading to request a VAT Invoice from all applicable Sub-Tiers.
Note: You can request VAT Invoices for both VAT Subs and Subcontractors who may not have submitted this documentation previously because they were paid by manual cheque or had a negative payment application.
- Select the Save Changes button.
- A Success! Your data was saved message appears at the top of the page.
- The word Requested displays in the View VAT Invoice column.
- The Prime Subcontractor receives an email when a Sub-Tier organisation signs a VAT Invoice.
- A Manage VAT Invoices by Period link displays on the Subcontractor's Tasks and Project Home pages.
- The Prime Subcontractor can approve, reject, comment on, or forward the VAT invoice.
Last Published Wednesday, July 10, 2024