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Sage 200 Brexit - Change Default VAT Codes for Customers and Suppliers

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Summary

At the end of the transition period on 31/12/20, you may need to change the default VAT codes for some of your customers and suppliers.

Description

At the end of the transition period, the VAT codes that you currently use to process orders for your customers and suppliers based in different countries may change. For example if are a UK company buying goods from France, your French supplier had previously had a default VAT Rate of 8 as default, you may wish to change this to 18.

The Sage 200 Brexit Checklists will help you to determine with VAT codes will need to be used in your specific circumstances.

Resolution

These changes can be done manually by amending the relevant accounts as below (see related note if you have lots of records to update):  

    

Sage 200 Professional

For customers: 

  1. Go to Sales Ledger, Sales Accounts, Amend Account Details.
  2. Select your customer and click on the Trading tab.
  3. Change the Default VAT code as required.
  4. Click Save.

NOTE: Stock Items have a default VAT rate, this may conflict with a rate set against a customer account, in order to avoid this ensure 'Use VAT code as invoice and order default' is also selected. 

NOTE: Further information on updating Sales Ledger records en masse can be found here. 

For suppliers: 

  1. Go to Purchase Ledger, Purchase Accounts, Amend Account Details.
  2. Select your supplier and click on the Trading tab.
  3. Change the Default VAT code as required.
  4. Click Save.

 NOTE: Further information on updating Purchase Ledger records en masse can be found here.  

Sage 200 Standard Online/Sage for Education 

For customers: 

  1. Go to Customers, Create & Amend Accounts, Amend Customer Details.
  2. Select your customer and go to the Trading tab.
  3. Change the Default VAT code as required.
  4. Click Save.

NOTE: Stock items have a default VAT rate, this may conflict with a rate set against a customer account, in order to avoid this ensure 'Use VAT code as SOP default' is also selected.  

 NOTE: Further information on updating Customer records en masse can be found here. It is not possible to import supplier accounts when the default VAT code has terms set to 'Reverse Charge Purchases' or 'Reverse Charge Purchases (Mobiles)' - as a workaround to this the VAT code could be temporarily set to 'Not Applicable' to allow the suppliers to be imported, it is important to ensure no processing is carried out during this import routine.  

For suppliers: 

  1. Go to Suppliers, Create & Amend Accounts, Amend Supplier Details.
  2. Select your customer and go to the Trading tab.
  3. Change the Default VAT code as required.
  4. Click Save.

NOTE: Further information on updating Customer records en masse can be found here