In the Application Management / General / VAT menu, you can maintain different VAT rates. The overview lists the rates that have already been added. At the top of the overview, you can create a new percentage by clicking the 'Add' button.
Adding a VAT Percentage
When you add a VAT percentage, it's essential that the code matches the VAT code in your financial package. This code will be exported with various data (invoices, cash & card transactions, etc.) and must also be known in the financial package.
Depending on your financial package and configuration settings, you may be able to fill in multiple fields such as "Export Percentage" and "General Ledger Accounts." The specific general ledger accounts to be filled in depend on the type of VAT you're adding. You can create the following types of VAT:
Claimable
Payable
Shifted VAT
If you don't see these fields, it may not be necessary to fill them out for your financial package. The general ledger accounts to be used are already determined in the financial package.
If the full calculated VAT amount does not need to be exported to the financial package, you can apply a factor to the VAT code. For example, in the case of a VAT Pro Rata code, where not the entire VAT amount can be reclaimed. By default, this factor is set to 1.0000. Adjusting it to, for instance, 0.9000 will export 90% of the calculated VAT amount to the financial package.
When multiple VAT codes have the same VAT percentage, you can mark one of those codes as the default for Purchasing (only for users of the Purchasing module). This code will be filled in for purchase orders where the VAT percentage is sent from the webshop.
Linking to Administrations
After adding a new VAT percentage, you can link it directly to one or more administrations in the next step. This determines which administration(s) can use the VAT percentage.
You can also link a VAT percentage to an administration afterward. To do this, click on the three dots and select "Link administrations."
Linking to Books
This information applies if you are using the Cash and Card module.
After adding a new VAT percentage, you can link it directly to different books in the next step. This determines which books can use this VAT percentage.
You can also link a VAT percentage to a book afterward. To do this, click on the three dots at the end of the VAT line and select "Link books."
Setting a VAT Code to Passive or Deleting
It is possible to delete VAT codes by clicking the 'Delete' button under the three dots to the right of the line. However, it's recommended not to delete essential data like a VAT percentage. Instead, you can set it to passive. You can do this by editing the VAT percentage and then setting the status to "Passive" at the bottom in the "Status" field.