ANSWER ID:10038

In most cases, tax invoices are issued by the supplier. However, in special cases, you, as the purchaser or recipient of the goods or services, may issue yourself a tax invoice. This is known as a recipient-created tax invoice (RCTI).

For more information on the requirements governing the use of RCTI, consult your accountant or visit the Australian Taxation Office (ATO) website. 

How do I create a Recipient Created Tax Invoice?

An RCTI can be created by printing out a purchase order with the words 'Recipient Created Tax Invoice' prominently displayed.

To do this:

1. Go to the Purchases command centre and click Print/Email Purchase Orders.
2. Select the correct Purchase type and click Advanced Filters.
3. In the Selected Form for Purchase field, select the applicable form then click Customise.
4. Click the Purchase Type data field as highlighted in the following example from the new AccountRight.
   
5. Press the <Delete> key on your keyboard, or right-click the Purchase Type data field and choose Delete.
6. Add a new text field to the form as follows.

In the new AccountRight (v2011 and later):

1. In the Customise tab, click Text Box.
2. Click and drag the mouse cursor over the area of the form where you want the text field to appear.
3. Double-click in the text field and type Recipient Created Tax Invoice.
4. Modify the text field's size and position as required. See our example below.
   
5. Go to the File menu and choose Save As. The Save Form As window appears.
6. Name the modified form "Recipient", or similar.
7. Click Save.

In Classic AccountRight versions (v19 and earlier), and AccountEdge:

1. Click the Text Tool button in the toolbar then click on the form. A new text field is added.
2. Double-click the new text field. The Field Properties window is displayed.
3. In the Text field, enter Recipient Created Tax Invoice as shown below.
   
4. Click OK.
5. Modify the text field's size and position as required.
6. Click Save Form As and save the form with an applicable name, such as Recipient.
7. Click OK.

When you print or email a purchase order and you want to use this new RCTI form (as described below), you can specify to use this new form to display Recipient Created Tax Invoice as shown in the following example:

Note: The following topics contain more information on customising forms:

Customising forms (AccountRight v19 and earlier)

Customising forms in AccountEdge

Customising forms in earlier versions.

Using the modified form when printing a purchase

1. Go to the Purchases command centre and click Print/Email Purchase Orders.
2. Click the To Be Printed tab.
3. Select the applicable Purchase type then click Advanced Filters.
4. At the Selected Form for Purchase field, select your modified form then click OK.
5. Continue printing the purchase orders as usual. Your RCTI form will be used for these purchase orders.