Get VAT receipts and statements for your accountant

You pay by card every month and your accountant needs proper paperwork: receipts with the VAT split shown and a statement of the month. At the end you will be able to open any receipt, save it as a PDF, and download a month's statement as a spreadsheet, ready to send on.

Every payment gets a receipt, emailed to you and kept in your wallet. That covers each time your saved card pays for what you used, and each top-up. Every refund gets a credit note, and every month has a statement of all the money in and out. Full details are in /docs/account/receipts.

What you need before you start

• An account on Tanzahost with a saved card that has paid for something, or a top-up.

• Your business's name, if you want receipts made out to it. Receipts use your account's name.

• Your account's country set correctly in Settings, because that decides whether tax is charged.

Steps

Set your account name in Settings

Open Settings and set Account name to your business's name. This is what every receipt is made out to.

Do this before your first payment. A receipt keeps the details as they were on the day it was issued. Changing your account's name later does not change old receipts, and nobody can change or remove a receipt once it is made.

Set your account's country in Settings

In Settings, check your account's country. Which tax applies follows it.

• Accounts in Tanzania: prices include VAT, at 18% today. Every receipt shows the split: the amount before VAT, the VAT, and the total. Of every 118 you pay, 18 is VAT. The receipt says "Prices include VAT at 18%."

• Accounts in other countries: no tax is charged on payments today, and the receipt says "No tax is charged on this payment."

Prices include tax where tax applies. It is never added on top. Tax is counted when you pay: each time your card pays for what you used, and each top-up.

Open Wallet and find your receipts

Open Wallet, then Receipts. Every receipt lives there. Each payment in the wallet's History also links to its receipt.

Each receipt has its own number, in one series without gaps, starting again each year. Keep the number if you ever need to ask about a receipt.

Print or save a receipt as a PDF

Open a receipt. Each one opens as a page. Choose Print or save as PDF.

A receipt shows:

Save each PDF per month so your accountant gets that month's receipts together.

Download a month's statement

In Wallet, choose the month under What each project used, then Download statement.

The statement lists every card payment, top-up, refund and day of use in that month, each card payment on its own line, in your wallet's currency. It shows what was added, what was charged, and the change over the month, and it names both parties, like a receipt.

Save the statement as a spreadsheet

Open the statement page. Choose Download as a spreadsheet for your accountant. The same page has Print or save as PDF if you want a paper copy.

Send the spreadsheet with that month's receipts saved as PDFs. Each payment's receipt shows the tax inside it; the statement does not repeat it.

Example: Asha's duka

Asha runs a duka that is a registered business. Before her first payment, she opens Settings and sets Account name to her company's name, so every receipt is made out to it. She checks that her account's country is set in Settings, which decides whether VAT applies.

When her first payment goes through on her saved card, a receipt arrives by email and sits in Wallet, under Receipts. Because her account is in Tanzania, the receipt shows the amount before VAT, the VAT at 18%, and the total, and it says "Prices include VAT at 18%." Her accountant needs that split, so it is right there on the receipt.

Each month after that, Asha opens Wallet, picks the month under What each project used, and chooses Download statement. On the statement page she picks Download as a spreadsheet. She opens Receipts, saves that month's receipts as PDFs with Print or save as PDF, and sends the spreadsheet and the PDFs to her accountant together.

What to check that it worked

• Open Wallet, then Receipts. You see one receipt for each card payment and each top-up.

• Open a receipt. Its Billed to line shows the name you set in Settings.

• The numbers run in one series without gaps, starting again each year.

• If your account is in Tanzania, the receipt shows the amount before VAT, the VAT and its rate, and the total, and says "Prices include VAT at 18%." Otherwise it says "No tax is charged on this payment."

• Each payment in the wallet's History links to its receipt.

• The statement for the month lists every card payment on its own line, plus top-ups, refunds and days of use, and shows the change over the month.

• The spreadsheet downloads from the statement page and opens with the month's rows in it.

Mistakes people make and how to fix each

Receipts made out to the wrong name. A receipt cannot be changed once issued. Set Account name in Settings before your first payment. If an old receipt has the wrong name, it stays as it is; the next one will use the new name.

Tax on top of the price. Prices include tax where tax applies. It is never added on top. In Tanzania, of every 118 you pay, 18 is VAT, and the receipt shows the split rather than adding tax at the end.

Wrong country on the account. Which tax applies follows your account's country, in Settings. Check it there if the receipt's tax line is not what you expect.

Looking for the tax on the statement. The statement does not repeat tax. Each payment's receipt shows the tax inside it. Check the receipt for the VAT amounts your accountant needs.

Waiting for a receipt on free credit. Free credit is never refunded and never has a receipt, since you did not pay for it. Receipts cover card payments and top-ups.

Expecting a refund on the card that did not pay. When a payment is refunded, money goes back only to the card that paid it. You also get a credit note. It names the receipt it gives back, and gives back the VAT at that receipt's rate.

Something wrong on a receipt. It cannot be changed once issued. Contact us and tell us its number, which you can find in Wallet, under Receipts.

Next

• Read the full reference for receipts, statements and VAT: /docs/account/receipts.

• If a receipt is wrong or you have a question about a number on it, contact us.