🏛️ Tax information

The section has four blocks (Business details, Registered address, Tax and Document details) and, if your country requires it, one more for invoicing. A single Save button, to the right of the first block's title, saves everything at once.

The fields an issuer needs carry a red asterisk and a red border while they're empty. They're only marked, so you know what's missing: you can save without them.

If you're an owner or administrator, the Complete your details task in First steps, on the Home screen, brings you here and ticks itself off when you have a legal name, a tax number and a tax (Initial setup).

Only the Owner and Administrators can open and change this section. The rest of the team doesn't see it, but uses it all the same: their quotes go out with these details and their new orders with this tax.

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The fields

Field	What for	Required?
Business type	Sole trader or Company	Yes
Full name / Legal name	Who issues: your name if you're a sole trader, the legal name if you're a company	Yes
Tax ID / VAT number	Only one, with no type to choose: which country it belongs to is deduced from your registered address	Yes (in the United Kingdom, see below)
EU VAT number (intra-EU sales only)	Your intra-community VAT number	No
Company registration number	Your number on the company register (Handelsregister, Firmenbuch, KvK, IČO, Org.nr…). It only appears in the countries that have one, with its local name below. It's printed on your invoices, not on your quotes	Only in the Netherlands and the Czech Republic, where the law requires it to invoice
Address	Your registered address	Yes
Address (line 2)	Floor, door, building, industrial estate…	No
Postcode · Town / city	Your registered address	Yes
County / region	Your registered address	No
Country	Greyed out: see below	—
Tax	The name of the default tax	Yes
Tax %	Its percentage. If you don't charge tax, enter 0	Yes
VAT scheme	How you are taxed for VAT: see below	No
How often you file VAT	Only shown with Standard VAT	No
Email · Phone · Website	Your contact details, printed in the Issuer box	No
Payment instructions (optional)	How you want to be paid, printed at the foot	No
Legal footer text (optional)	Whatever you need to say, below the totals	No

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Business details

On the PDF, the Issuer box only appears if you've filled in the name (or the legal name) or the tax ID.

If there's no issuer, nothing else of yours is printed either: not the email, the phone, the website, the payment instructions or your legal text. They'd be details of someone who doesn't appear on the document, like an account number with no holder. At the top your name and logo still appear, and at the foot, always, the sentence saying the document is a quote and not an invoice.

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Registered address

The country can't be changed from here: it's the one you chose when you created the workshop and it appears greyed out. It determines the tax we suggest, the phone prefix and the carriers your workshop came with. If you got it wrong when you signed up, write to us and we'll change it.

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Tax

It's the tax that new orders and quotes carry by default. Each document can change its percentage afterwards, except Etsy orders, whose tax is set by the marketplace. Changing it here doesn't touch the ones that already exist.

• Tax: if your country has several, you pick one from the list (for example VAT · 20%); if it has only one, it's already set; if we don't have any taxes on record for your country, you type it in yourself. It only accepts Latin characters, because it's printed on the PDF: if you use others (Greek, Cyrillic…), you'll get a warning when you save.
• Tax %: when you pick a tax, its percentage is suggested, and you can change it.

Changing the country doesn't change the tax. If you ask us to change your workshop's country, the tax stays as it was; if you want a different one, pick it yourself here.

VAT scheme

It says how you are taxed for VAT. It decides what Finance → Taxes shows you and, if you're a small business, how your invoices go out.

Option	What it means	What it changes
Not set	You haven't said yet	Taxes doesn't show you the estimate
Standard VAT	You charge VAT on your sales and deduct the VAT on your expenses	Taxes works out the difference for your return period. How often you file VAT appears: Every month, Every two months, Every quarter (the default) or Once a year
Small business (exempt)	You charge no VAT and deduct none. In the United Kingdom the option is called Not VAT-registered	Your invoices go out without VAT and, if your country has one, with its legal statement. In the United Kingdom, the Tax ID / VAT number is no longer required
Another scheme	Flat rate and similar schemes	Taxes shows you your books, without an estimate

If you choose Small business (exempt) and your default tax isn't 0%, you get a warning: under that scheme you can't charge VAT.

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Document details

The email, the phone and the website are printed in the Issuer box; the payment instructions, at the foot. If the email is empty, the owner's is suggested (as with the tax, it isn't saved until you click Save).

The payment instructions are free text and aren't checked: write an IBAN, your sort code and account number, a PayPal, or all three on separate lines, and they're printed as is, so check them over. At most 500 characters.

The legal footer text is printed below the totals, in a block with no heading: your terms, a VAT exemption, a special scheme or a company's trade register entry. It accepts several lines.

When you click Save, the only thing checked in this block is the email format; if it isn't valid, it warns you and nothing in the section is saved.

How all this is used in each document: The PDF and its versions and Order details.

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Invoicing in your country

This block only appears if your country's invoices ask something more of the workshop. On screen it's titled with your country, for example Invoicing · Germany.

Country	Field	What it does
Germany	IBAN	Your account as data, in addition to the payment instructions. It appears on your invoices and goes inside the e-invoice (ZUGFeRD), so your customer's software can pay it. It's checked when you save: an IBAN with the wrong digits isn't saved.

Being a small business (in Germany, § 19 UStG) or not registered for VAT (in the United Kingdom) isn't ticked in this block: you choose it under VAT scheme, in the Tax block.

With invoicing active, the details your country asks for (in Germany, email, phone and IBAN) carry an asterisk. If you delete them, BolloPrint won't let you create or issue full invoices until you put them back, and it tells you which ones are missing. See Setting up invoicing.