Non-supported ReleaseNon-supported Release
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Creating VAT Authority Groups

VAT authority groups are applied to customers and vendors, and contain all the VAT authorities that levy VAT. In the United Kingdom and Republic of Ireland, you only need to add one VAT authority to the VAT authority group because the same rates apply to everyone.

Getting to the TransactionGetting to the Transaction

From the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a list or code type field, use the drop-down menu to select VAT authority groups.

Note: If you do not see VAT authority groups in the list, see the Configuring Region and Language Settings for VAT Functionality topic.

Click [New] to open the New VAT Authority Group window.

Basic InfoBasic Info

In the VAT group field, enter a name for the VAT group (e.g., UK).

In the Description field, enter a brief description to further identify the VAT group (e.g., UK VAT).

In the State field, enter the State code if applicable.

Note: For the UK and Republic of Ireland, leave the State field blank.

In the County field, enter the County if applicable.

Note: For the UK and Republic of Ireland, leave the County field blank.

In the City field, enter the City if applicable.

Note: For the UK and Republic of Ireland, leave the City field blank.

To add a VAT authority to this group, do the following:

Use the lookup menu icon to select a VAT authority to add to the VAT authorities list.

Note: If you need to define a new VAT authority to add to the group, see the Creating VAT Authorities topic.

Click [QuickAdd] to add the authority to the VAT authorities list.

Note: The VAT rate column in this table will list 0.0000%. Do not be concerned about this column; when calculating VAT, the system uses the rate(s) specified for each VAT authority in the VAT authority record, which can list multiple rates for a single VAT authority.

To use this VAT Authority group, verify the Active box is checked.

To add additional VAT Authorities to this group, repeat Step 6.

Note: In the United Kingdom and Republic of Ireland, you only need to add one VAT authority to the VAT authority group because the same rates apply to everyone.

Completing the TransactionCompleting the Transaction

Click [OK] to apply changes and close the New VAT group window. The VAT authority group is added to the VAT authority groups list.