Tax settings and features
Set the company tax switches, turn optional tax features on or off with two administrators, and decide if the authority reference is required.
Tax settings
Open Tax > Configuration > Tax settings. You need tax.view to read and tax.configure to save.
| Setting | Default | What it does |
|---|---|---|
| Documents take their tax code from the determination rules | On | With at least one active rule, a line with no tax code gets the rules' code when saved. The determination is frozen when the document is posted. |
| Unrecoverable VAT on goods received goes into their cost | Off | The VAT you cannot reclaim on stocked goods is added to the goods' cost. |
| Bad-debt relief: months after the date of supply | 6 | Months to wait before relief can be claimed (0 to 60). |
A value above 60 gives 'Choose between 0 and 60.'
Steps
- Open Tax settings.
- Tick or untick the boxes and set the months.
- Press Save.
With the first setting off, lines without a code stay empty. Rules never override a code someone picked.
Features
Open Applications > Tax > Features. A company administrator proposes a change and a second administrator approves it. One person cannot do both.
| Feature | When off |
|---|---|
| Determination rules and simulator | Simulate and Determinations are hidden and the simulator is refused. |
| Corporate-tax workpapers | The Corporate tax menu is hidden. Refused while a workpaper is not approved. |
| Withholding tax | The Withholding screens are hidden and nothing is worked out or recorded. |
| Tax groups | A return covers its own company only. Refused while an active registration names a group. |
Always on and protected: Registrations and authorities, VAT returns with sign-off and amendments, and Return approval controls and ledger check. These cannot be turned off.
Excise and Bad-debt relief are shown as planned. Bad-debt relief is nevertheless available under Tax > Adjustments (Bad-debt relief and import VAT).
Steps: change a feature
- Open Applications > Tax > Features.
- Move the switch.
- Press Preview to see what changes.
- Press Propose.
- A second administrator opens the proposal and presses Approve.
Blocks
| Situation | Message |
|---|---|
| Corporate tax off with draft workpapers | '1 workpaper(s) are not approved yet. Approve them first.' |
| Tax groups off with a group registration | '1 active registration(s) file as a group. Archive or change them first.' |
Fields
Open Applications > Tax > Fields. One rule: Authority reference on submission, either Optional or Required. Propose the change; a second administrator approves it. When Required, submitting a return without a reference is refused.
Good to know
- Turning the determination feature off does not stop rules from filling empty lines on documents if the setting and active rules remain. Also untick the setting.
- Groups and withholding rules can still be created while their features are off.
- Settings apply to documents saved afterwards.