Updating VAT rates
TL;DR: When VAT rates change, use Uku's Billing Tools to bulk-update VAT rates across your contracts, products, and invoice drafts, optionally filtering by client group.
Who can do this
Admin users with access to Billing settings
A billing integration with your accounting software is needed to import VAT rates (optional)
Client groups must be set up if only some clients are affected
How to Update VAT Rates in Billing Software
VAT rates change over time. When they do, Uku helps you remove manual work from your tasks by letting you update rates in bulk.
Step 1: Create a client group (if needed)
If only some of your customers are affected by the change, create a new client group that consists of the affected ones.
Step 2: Import new VAT rates (if using accounting software integration)
Select Billing from the main menu.
Select the Product section.
Select Import classificators.
Step 3: Update VAT rates in contracts and products
Important: Before taking bulk actions, test the update with a single test client by creating a test group and assigning the test client. This way, you can ensure everything goes to plan.
Select Billing from the main menu and select Tools.
If needed, select the client group you want to apply changes to.
Choose the VAT rate you will update and the one you are replacing it with.
Select where you want to update the values: in products, master contracts, client contracts, or invoice drafts. Uku will not update already confirmed invoices.
Confirm your selection and wait for Uku to confirm your update. Uku will tell you how many products, templates, or contracts were updated.
Tip: You may also type in the VAT values/rates manually. This is for users not importing their VAT rates from accounting software.
Troubleshooting
The new VAT rate does not appear in the dropdown. If you use an accounting software integration, make sure you have imported the latest classificators first via Billing → Product → Import classificators.
Some contracts were not updated after the bulk action. Verify that the affected clients are included in the correct client group. Also confirm you selected the right target (products, master contracts, client contracts, or invoice drafts).
Already confirmed invoices still show the old VAT rate. Uku does not update confirmed invoices. You will need to manually adjust or create credit notes for invoices that were already confirmed before the update.