VAT (Tax) Setup

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You can setup your own Tax (VAT) system, specific to your country.


[Please note that by using the VAT Change module, you can automatically adjust the VAT from X % to Y % (in case of a VAT change) and simultaneously adjust the VAT on existing quotes, recurring invoices etc.]


Go to Ledger > Extra > Tax Setup

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

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Defautl Tax SystemCustoms VATRegistered for VATVAT_Setup


Click on New Tax System

Type in

Description:  Example Belgium

Name Long:  A longer description with an explanation if need be.

Name Short:: VAT (Try to use only 3 characters as this will print on certain invoices)

Country:         Select your country.


SI+ will now add certain tax types that it needs, and will mark it as fixed, you can't change the description or class but you can change the Tax Rate to your rates.

If you need additional tax rates add it now, for e.g. import luxury tax rate or a reduced tax rate.

Fill in the VAT rate percentage, select the Class.  Give it a code for e.g. IL (this code will display on the forms where it is applicable, as a reminder to you with which tax type you are dealing as well as selecting the tax type between different tax systems)

Click on the Save button.


Select your Default Tax System (bottom of screen). This Tax system will be used as default. For e.g you must select a tax system for all your customers. If you select nothing in the customer form then the default tax system will be used.


Add the rest of the tax systems that you will need, for e.g if some of your customers live in another country and you must pay over a different tax to that country.


Where to set and use the VAT.

You can select the tax system to be used, using the dropdown on the quote, sales order, job card and invoice form. It will default to the default tax system.

When adding items to a invoice with a tax type that is not the default, the system will try to find a tax with the same Code in the Customers' selected tax system. If there is no corresponding tax there the program will give the following warning: "Tax Not Part Of Selected Tax System" and you will have to manually select the appropriate tax for that specific item.


Stock Main form.

Select the applicable tax for each stock item. The default is Normal Output/Input. The selectable taxes on stock master are from the default tax system. Remember you can do global changes on the Extended Stock Lookup form.


Customer Master Form.

Select the tax type for the specific customer.


Allow stock item to have input sales tax type.  See Stock Items > Stock Options > General Tab




Supplier Master form.

If the Supplier is registered for VAT and the normal input tax is applicable, check the checkbox on the form.


Registered for VAT

Select the checkbox if the company is registered for VAT

If the checkbox is de-selected then the default tax type for all new stock items that you add will be Not Applicable.

If you make use of the siLink module, this setting will determine if inclusive or exclusive prices are used.

See also siLink for the usage hereof.


Input Tax - Customs VAT Code: ICU VAT  100%

This code was specifically added to handle the Customs VAT if you import goods. If you use this VAT code on the Shipping and Other Costs tab in the GRV then it won't effect your Landing Cost and the total VAT amount can be claimed.