Your accessplanit platform offers a wide variety of different VAT inclusive, exclusive, and exempt options which can be set at different levels within the platform. Below is a breakdown of all of the available VAT options, and where they are located.

Users Level

Users Tax Exempt

This field can be found within the User's Financial tab.

When this box is ticked, the user won't pay VAT on courses they book onto privately. However, if they book on to a course and charge their booking to their Account, the Account must also be VAT Exempt for the booking not to include VAT.

This setting has no effect on bookings onto Courses that are Tax Exempt, as all bookings onto these are already, automatically Tax Exempt. You can read more about Tax Exempt Courses further down this page.

Account Level

Account VAT Exempt

This field is found within the Account's Details tab, under Taxation Details

If this box is ticked, course bookings charged to this Account are VAT exempt.

This setting has no effect on bookings onto Courses that are Tax Exempt, as all bookings onto these are already, automatically Tax Exempt. You can read more about Tax Exempt Courses further down this page.

You can also change by using the Bulk Edit functionality within the Account DataGrid.

Course Level

Course Template Tax Exempt

This field can be found in the Course Template Details page, under Cost.

Ticking the Tax Exempt box here will make any Courses that you then create using this Course Template Tax Exempt. Please note that any Courses that you already have scheduled will not be updated.

Ticking this box will not update the ‘cost’ value of the course, so for example if you advertise your courses excluding VAT (i.e. tax is added onto the course cost within the basket) a Course Template that is currently £25 (£25 net + £5 tax), will be updated to £25 net + £0 tax when this course is changed to Tax Exempt. If you advertise your courses with costs including VAT, a Course Template that is currently £25 (£20.83 net + £4.17 tax), will be updated to £25 net + £0 tax when this course is changed to Tax Exempt.


Course Tax Exempt 

The Course Tax Exempt field can be found in the Course's Class Details tab, under Financial.

Setting a Course to Tax Exempt will only change this particular Course, it is possible to bulk update this setting on your Course DataGrid.

As with the Course Template Tax Exempt field, ticking this box leaves the course cost unaffected (please see above for move information).

If a Course is set to Tax Exempt, this will mean that all bookings onto this Course will have 0.00 tax applied.

Delegate Tax Exempt 

This field can be found with the Delegate Maintenance Details tab, under Financial Details.

Set at the Delegate level, this tick box overrides any VAT settings at the User or Account level and will mean that the Delegate will not be charged tax on this course. This has no effect on Courses that are Tax Exempt, as all booking users are automatically Tax Exempt on these courses.

Please note that this option is not available on Courses charged Per Session, Per Day, or Per Hour, as these Courses are charged on a Course by Course basis rather than per Delegate.

Account Finance Level

VAT exclusive in the Account Finance Options 

The Tax Exclusive field can be found within Administration -  Account Finance Options.

This field determines whether the course cost of courses delivered by the selected Training Provider includes VAT or doesn't.

If this box is left unticked, a course with the cost of £25 course will be £25 including VAT, so its cost will remain throughout the Shopping Basket.

However, if the Training Provider is set to be VAT Exclusive, the £25 course cost will reflect the net amount. This means that any delegates booking onto the course will be charged VAT on top of this course cost. 

For example, if the Tax Rate is set to the default of 20%, the delegates will be charged the course cost of £25 plus £5 tax, leaving a total of £30.

Please note: Tax Exclusivity settings can and will change the way that all of your new and existing invoices are calculated and generated. Please avoid changing these tax settings unless necessary, to avoid disruptions and misaligned data in your finances.