Tax Systems, UK VAT Problems

[Chris Kelleher]

We are a new SyteLine user in the UK, version 3.5b01a, running over Citrix
to our parent company in the US.

I have just 'discovered' that VAT is not being recorded from PO's ind
invoices.

I am using TAX System 1., defined for ITEM rather than AREA.

Vendors & Customers have a blank tax code for taxable, and 'NT' for
non-taxable.

All PO lines receive a default tax code of '1'

Tax code 1 is defined as RATE
Juristiction is UK
Tax Rate is 17.5%
Include Price, Discount, freight & Misc are selected.

When entering PO line items VAT is not applied, either to the total or to
the Tax Amount field. The same basically occurs on Customer Invoices.

Any help or advice would be greatly appreciated!!!


Tom Stratton
IT Manager
Alloy Products Group
Triten International Ltd

Tel: +44 1226 702323
Fax: +44 1226 702314
http://www.tritenapg.com

 

[Chris Kelleher]

> Hi Tom,
>
> I've been using Symix for the last 5 years and have tried to detail how it
> works.
>
> Syteline VAT works like this.
>
> You have two types of Tax Code
> Exemptions. These are applied to Customers and Vendors if Blank
> will use the
> rate set against the Item. If not Blank defines the rate to be
> used for all
> items.
>
> Rates. These are set against Items and services and defines the
> VAT rate to be
> applied if there is no Exemption set against the Customer/Vendor.
>
> So if you have items that are subject to different VAT rates you
> will need a
> different VAT Rate code with the appropriate rate set against it.
>
> For UK Customers and Vendors that are subject to VAT they should
> NOT have a VAT
> code.
>
> You will need a VAT exemption code for :-
> EC set at a rate of Zero.
> Export outside the EC set at Zero
> Non VATable UK Customers set at Zero.
>
> Also check your tax parameters screen to make sure all are selected.
>
>
>
> Hope this is of use.
>
> Any other questions let me know
>
> Kevin Hall
> Development Manager
> Herman Miller UK
>

 

[Chris Kelleher]

Thanks Kevin, that's clear and concise.

I have only had to make one mod to follow your advice. This is now
generating correct VAT on Invoices & Credit Memos.

I am beggining to think that my PO problem is deeper routed as we are also
losing freight charges etc, i.e. any non-item costs are not being picked up
and allocated to there relevent buckets.

SyteLine - So Much Fun!!!

Regards

~~~~~~~~~~~~
Tom Stratton