Pro plan. The Pro plan. On Free and Solo every booking is treated as a private customer; you see a preview of this on those plans. Compare the plans.
When you need it
- Your customers include businesses in other countries.
- Your accountant has told you reverse charge applies to what you sell.
Before you start
- Set up your business’s tax first: see Tax and invoices.
- Ask your accountant whether reverse charge applies to you. CaliDiary does not give tax advice, and it does not check that a tax number is real.
Step by step
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Open CaliDiary → Settings → Tax and find Business customers.
[Screenshot to come] It will show: The “Business customers” card with “Ask ‘Booking for a business?’ on the booking form” switched on.Switching on the business question for the booking form. (Settings → Tax) -
Switch on Ask “Booking for a business?” on the booking form. Customers who say yes are asked for their business name and tax number.
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To charge no tax to business customers in other countries, switch on reverse charge, choose your business’s country, and write the wording that should appear on those invoices.
[Screenshot to come] It will show: Reverse charge switched on, the business’s country chosen, and the invoice wording box filled in.Reverse charge switched on, with the wording that appears on those invoices. (Settings → Tax) -
Press Save. Reverse charge then applies when a customer gives a tax number and a country different from the location’s.
Tips
- The wording you type is printed on the invoice exactly as written, so copy what your accountant gives you.
- Private customers never see any of this: the extra questions appear only when someone answers yes.
- A branch with its own tax set-up is judged against its own country, not your head office: see Give a location its own tax set-up.
Common problems
Tax was still charged to a business customer
Reverse charge needs both a tax number and a country different from the location’s. A business in the same country as the location is charged tax as normal, which is usually correct.
A customer typed a tax number that is not real
CaliDiary does not check tax numbers against any register. The number is stored and printed on the invoice; checking it is your responsibility, as it would be on a paper invoice.
“Write the wording for reverse-charge invoices.”
Reverse charge cannot be switched on without the sentence that must appear on the invoice. Ask your accountant for the exact wording where you are.
The business questions do not appear on my booking form
Save the form after switching the setting on, and check you are looking at a booking set-up that takes payment. A free booking has nothing to charge tax on.