VAT zones (TX206000)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

In this window, you can create, view, and modify VAT zones.
A VAT zone combines the VAT rates that are effective in a particular territory.
The VAT zones are usually defined according to the locations of the suppliers or customers.

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

  • White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:

    • space: the result contains the words in any order,

    • %: the result contains the words in the specific order, and the % functions as a wildcard as well.

  • Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.

Here, you can specify details for a new VAT zone or view or edit the list of individual VAT rates and post codes.

Element Description
VAT zone ID The unique ID for a zone, which is up to six alphanumeric characters.
Description A more detailed description of the zone.
Default VAT category

Optional.

The default VAT category for the VAT zone.
If a VAT category is not defined in the document, the VAT category specified here will be used by default for a VAT zone.
Manual VAT entry Activate this to enable the manual VAT entry mode. To use it, you also need a VAT zone for manual VAT and assign it to a supplier.

On this tab, you can create a list of VAT items for a new VAT zone, or you can view and edit this list for an existing zone.

Column Description
VAT ID

The unique ID of the VAT item.

Other columns in the row will display information about the selected VAT.
Description The description of the selected VAT.
VAT type The type of VAT.
Calculate on The method of calculating the VAT amount, which is one of the following:
  • Extract from item amount:
    The VAT amount is included in item amounts and should be extracted.
  • Item amount:
    This is a first-level VAT calculated on item amounts.
  • Item and VAT amount:
    This is a second-level VAT calculated on item amounts and the amounts of the first-level-taxes.
  • Document amount:
    This is a first-level VAT calculated on the document amount, not on a per-item basis.
  • Document and VAT amount:
    This is a second-level VAT calculated on the document amount and the amount of the first-level VAT.
Cash discount The method of calculating the taxable amount if a discount is applied (based on the payment terms), which is one of the following options:
  • Reduces VAT amount: The discount is taken on the total amount calculated for the document. The taxable amount is decreased by the discount.
  • Reduces taxable amount on early payment
  • Does not affect VAT amount (default option): The discount is taken on the document total, but the tax is also calculated on the document total. The taxable amount is not affected by the discount.

On this tab, you can specify the postcodes of the VAT zone, with appropriate ranges of add-on codes for the selected VAT zone.

Column Description
Postcode The postcode associated with this VAT zone.
Postcode +4 (min.) The add-on code (for the postcode) that starts the range of add-on codes associated with this VAT zone.
Postcode +4 (max.) The add-on code (for the postcode) that ends the range of add-on codes associated with this VAT zone.