How Can I Adjust and Set Default VAT Settings in Qargo?
Managing VAT (Value Added Tax) settings effectively in Qargo is crucial for accurate invoicing and automated mechanisms. Below is a comprehensive guide to help you configure VAT settings for pricelists, subcontractor orders, and customer-specific invoicing needs in Qargo.
Adjusting VAT in Pricelists
To view and adjust VAT settings within pricelists, follow these steps:
Navigate to Prices > Customer Pricelists.
Identify and open the pricelist you want to modify.
Within the pricelist, adjust the VAT settings for each price as required.
Alternatively, you can access an active pricelist directly from an order:
Open the order view.
At the top of the order screen, find the active pricelist in use.
Click the pricelist name to open and modify it.
Setting Default VAT for Subcontractor Orders
To ensure new subcontractor orders default to a specific VAT setting (e.g., 20%), follow these steps:
Add the desired VAT rate (e.g., 20%) to your subcontractor cost rates.
Once added, this VAT rate will automatically apply to all newly created subcontractor orders.
This eliminates the need for manual VAT selection when creating orders.
Configuring Default VAT for Specific Customers
To set a default VAT regime (e.g., T1) for a particular customer, ensuring future invoices use the specified VAT code, follow these steps:
Either create or select a dedicated rate card for the intended customer.
Set the customer’s VAT regime to the desired code (e.g., T1).
Open the customer’s rate card.
Assign the specified VAT regime (e.g., T1) to every charge line in the rate card.
This configuration ensures all future invoices to that customer inherit the default VAT code.
By following these steps, you can streamline VAT configurations across multiple dimensions (pricelists, subcontractor orders, and customer-specific scenarios) in Qargo.