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Customize VAT handling on a specific transaction

If you need to customize VAT handling for a single transaction, it is possible to manually change the posting suggestions on any of the related transaction documents. If changes are made on a Sales Order (COA), both the Shipping Advice (CSA) and the Sales Invoice (CIN) will inherit the changes.

Customize VAT handling on a specific transaction
  • You can change the suggested VAT reference code (VatRef) by use of the VAT handling field in the Finance section of the transaction document window.Valid options:

    • Yes        - VATSALE / VATPURCH: Sale or purchase shall always generate VAT.

    • No        - XMSALE / XMPURCH: Sale or purchase shall never generate VAT.

    • Auto        - The VatRef will automatically be set based on the To- and From-addresses.

  • You can keep the suggested VatRef code, but change the VAT code. This is done from the Item Account Info-popup of the document. In the Accounting folder, it is possible to change the VAT code.

  • Manually select a general ledger (GL) account different from the suggested one. This is done from the Item Account Info-popup.In this case the standard VAT code for the specific GL account will be used.

If somebody else has created the document, you must click the Transfer Document to Myself-icon in the upper right corner of the window to enable editing.

Customize VAT handling on a specific transaction (HTML5)
  • You can change the suggested VAT reference code (VatRef) by use of the VAT handling field in the Finance section of the transaction document window.Valid options:

    • Always include VAT        - VATSALE / VATPURCH: Sale or purchase shall always generate VAT.

    • Never include VAT        - XMSALE / XMPURCH: Sale or purchase shall never generate VAT.

    • Use default VAT rules        - The VatRef will automatically be set based on the To- and From-addresses.

  • You can keep the suggested VatRef code, but change the VAT code. This is done from the Item level of the document. In the Accounting folder, it is possible to change the VAT code.

  • Manually select a general ledger (GL) account different from the suggested one. This is done from the Item level of the document, in the Accounting folder.In this case the standard VAT code for the specific GL account will be used.