VAT and Sales For help/advice on VAT

please email Corporate Accounting

on

Room 253, Northcote House

General Overview

VAT is a tax on consumer expenditure. It is collected on business transactions, imports and acquisitions. VAT is a tax charged on most business transactions made in the UK and is governed by the VAT Act 1994. It is also charged on goods and some services imported from places outside the European Union and on goods and some services coming into the UK from the other EU countries. VAT will be added as necessary by Finance for these purchases.

There are three rates of VAT in the UK:

  • 20% (standard rate);
  • 5% (reduced rate); and
  • 0% (zero-rate).

No VAT is charged on taxable supplies made by a business which is not, and not required to be, registered for VAT. These are known as ‘outside the scope’ supplies.

VAT and the University

The University pays a large amount of VAT that is non-recoverable. Our aim is to help maximise recovery of VAT through accurate coding. It is very important that the correct code is used as it has a direct impact on the amount of partially recoverable VAT that is recovered across the whole University.

Sales Invoices

When entering sales invoices you will be required to enter a VAT code (these are known as Tax Specifications within Aptos). These codes are entered in the product code field on invoice entry. VAT codes which should be used are as follows:

Product Code / Tax Spec / Details
E / EX / Exempt from VAT
O / OS / Outside the scope of VAT
Z / ZE / Zero rated VAT
S / RT / Reduced rate VAT
S / SR / Standard rated VAT

Please see the flowchart overleaf for assistance in selecting the correct VAT treatment.

Cash Sales

If you are receiving cash, which is for a taxable activity, e.g. staff catering, then this should be credited directly into an account code (via Cashiers, Finance Services) but must use a subjective 2 code ending in “V”.

These “V” codes are for VAT inclusive income and will have the VAT element stripped out once a quarter and the net amount credited to the same code ending in “0”.

VAT inclusive income codes go in pairs e.g. F99-00V Sundry income vat inclusive and F99-000 Sundry income (net amount).

Overseas Sales

If the place of supply of services is outside the UK then it is outside the scope of UK VAT. Certain services which are supplied in the UK will attract standard rate VAT even if the customer belongs outside the UK, e.g. Hotel accommodation and exhibition stands. For further information please refer to VAT –Sales & Purchases outside the UKbefore raising the sales invoice, or contact the Corporate Accounting team.

Examples of which VAT codes to use when raising sales invoices

EX - Exempt from VAT

Education – Education or training provided by schools, universities and other ‘eligible bodies’, and supplies of research by one eligible body to another.

The supply of any goods and services which are closely related to the supply of education, research or vocational training is exempt, provided they are for the direct use of the pupils, students or trainees. Closely related goods and services would include, but not be limited to, accommodation, catering, course materials and field trips.

Conferences, short courses, seminars – as education, above

Accommodation to students

Catering to students

Letting of rooms (other than for accommodation)

Insurance

RT - Reduced rate VAT

Domestic fuel or power

Installation of energy saving materials in residential or charitable buildings

Women’s sanitary products

ST - Standard rate VAT

Accommodation (other than to students)

Catering (other than to students)

Consultancy

Conference stands

Postal services – charged externally

Wines, beers & liquor (including internal supplies)

Supply of staff

Supplies of most goods and services

ZE - Zero-rate VAT

Publications

Library membership

OS - Outside the scope of VAT

Internal invoices (except wines, beers & liquor which are standard rated).

Recovery of expenses - where there has been no supply

When the place of supply of services is outside the UK

Further information can be obtained from:

HM Revenue & Customs website:

Feb 2014

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