If the user has the right permissions and an ERPconfig API is used, VAT codes can be maintained via ‘Setup’ → ‘Financial setup’ → ‘VAT codes
Add and edit
Via the add button, it is possible to add a VAT codes manually.
In addition, it is possible to edit or adjust the VAT codes. Using the button will save the adjustment.
Via Excel upload
Using the download icon, the Excel template can be downloaded. This can be used to add a whole new set of VAT codes, or to modify existing VAT codes by overwriting the data.
In the Excel, the fields have to be filled in according to the downloaded format. It is not possible to modify the columns, column names (titles), and order, this will cause an error during the upload. This functionality makes it possible to support different VAT codes. At last, via the upload icon, the file can be uploaded.
Format
The format from the Excel should be maintained for a successful import. It is therefore not possible to adjust the the columns, column names (titles), and the order, this will cause an error during the upload. The fields mentoined below should be filled in with a specific format:
|
Veld |
Format |
|---|---|
|
Base country (base_country) |
Specific country code. For example: NL. |
|
Tax group (tax_group) |
Specific Tax group belonging to the base country and company. This field is only available if this field is mandatory for the ERP package. This may differ. |
|
Supplying country (supplying_country) |
Specific country code. For example: NL. |
|
VAT shifted (shifted) |
VAT shifted: with options yes or no. Use only one of the two options below in English without capitalisation:
|
|
Percentage (percentage) |
Numerical. No use of special characters. Maximum 3 decimals. |
|
Vrijgesteld percentage (exempt_percentage) |
Numerical. No use of special characters. Maximum 3 decimals. |
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