Weighsoft separates VAT codes and VAT rates into two distinct lookup tables to allow for flexible rate changes (e.g., from 15% to 20%) without needing to update all existing records.

Accessing VAT Lookups

To manage VAT settings:

Hover over Administration.
Click on Lookups.
Select:
- VAT Code – to manage VAT code definitions.
- VAT Rates – to manage rate values and timing.

Setting Up VAT Codes

To create a new VAT code:

Click VAT Code in Lookups.
Enter a Code and Description.
Click Insert.

Modifying VAT Codes

To edit an existing VAT code:

Click Edit next to the code.
Make the required changes.
Click Save.

Setting Up VAT Rates

To create a new VAT rate:

Click VAT Rates in Lookups.
Click into the code field and select the relevant VAT Code.
Set the Rate and complete the required fields.
Click Insert.

If the rate is changing, create a new entry instead of modifying the existing one. This preserves historical accuracy.

Modifying VAT Rates

To update an existing VAT rate:

Click Edit next to the rate.
Make the required changes.
Click Save.

Assigning VAT to Customer Addresses

VAT is defined at the address level, not the account level.

To assign or change VAT:

Go to the customer Address.
Click Modify.
Navigate to the Invoice tab.
Select the appropriate VAT Code from the dropdown.
Click Save.

Updating VAT on Orders

Once the VAT code is updated at the address level, it automatically updates VAT on Skips and Weighbridge tickets. However, for Materials and RMC, manual updates are required: