About suggested VAT categories

In Visma Net, the automatically suggested VAT category on lines in sales and customer invoices, sales orders, and cash sales, can be retrieved from different fields and windows. This topic gives an overview of how a suggested VAT category is set.

The following table explains how the suggested VAT category on a sales order, sales invoice, customer invoice, and cash sale line is set.

IF you add a line	THEN the suggested VAT category is
with an item ID	the VAT category of the item class belonging to the item, corresponding to: the customer location's Export type, or if not set, the customer's class's Export type. See the table below.
without an item ID	the Default VAT category of the VAT zone set for the customer location.

Export types and corresponding VAT categories

Each Export type option for a customer location corresponds to one VAT category field in the Item classes (IN201000) window, according to the following table:

Export type	VAT category
Domestic	Sales VAT category
Domestic exempt VAT	Exempt VAT sales VAT category
EU	Sales EU VAT category
Export	Export VAT category

Export type not set

When you add a line with an item ID and the Export type is not set for the customer location and customer class, the suggested VAT category is retrieved from:

1. the Sales VAT category field in the Item classes (IN201000) window for the item class belonging to the item, or if this is not set,

2. the VAT category field in the Non-stock items (IN202000) or Stock items (IN202500) window for the item ID.

Note: in this case, make sure your VAT report is correct.

Corresponding VAT category not set

When the VAT category corresponding to the export type is not set, the item's standard VAT category (VAT category field in the Non-stock items (IN202000) or Stock items (IN202500) window) is suggested.

Item's VAT category

Note that if the VAT category is to be retrieved from the item, and the VAT category there does not have the Sales or Both VAT type in the VAT categories (TX205500) window, there will be an error on the line.

Invoice created from sales order

If a sales invoice, customer invoice or cash sale is created from the sales order, the VAT categories on the lines are the same as in the sales order.