VAT INFO

Use this subtask to assign the default tax ID number for customers whose transactions may be subject to VAT tax. When a sales order includes VAT tax, the system uses the tax ID number you provide in this subtask to keep track of that tax. Because Costpoint does not recognize both sales and VAT tax for one vendor, you must create a different vendor for each taxable location.

Enter VAT information into this screen when you add a customer or when VAT information requires updating.

Customer

These fields display the customer, name, and location from the main screen.

Table Window

Tax ID No.

Enter the tax ID number for this customer. Each customer has only one tax ID. Costpoint allows multiple lines on this form so you can keep records of other branches and their IDs. For example, if your company is Acme Ltd. in the United Kingdom, you can also keep track of the tax ID and location for Acme S.A. in France.

Tax Location

Enter the tax location (city, state/province, county, or country) that recognizes the tax ID for this vendor.

Default

Enter "Y" (Yes) or "N" (No) to determine which of these tax IDs will default for this vendor. The default tax ID will be identified by a "Y" in this column. Each vendor can have only one default tax ID.