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Updating the VAT configuration

Sue
  • Updated

In Winner, the VAT configuration for quotations can be updated and VAT configuration profiles can be created for easy selection in future projects. This can be done via two methods at:

  • Alternative level - which will affect the current alternative only or at

  • Project level - which will affect all projects going forward and any saved profiles will be available for all projects.

Method 1 at alternative level

  1. Click the calculator icon on the toolbar.

  2. At the bottom right of the quotation window click Quotation drop-down box and select Quotation setup/summary.

  3. Click the Calculation tab.

  4. Click on VAT configuration button.

  5. At the bottom of the VAT configuration window under VAT %, change the value at field 1.

  6. Click OK to confirm and OK again to close.

  7. The quotation for this alternative will now be updated with the new VAT rate.
    Note: if you wish to save any VAT profiles for future use in other projects this must be done at project level.

Method 2 at project level

  1. Select Global settings > Project defaults. 

  2. In the Project defaults window, select the Quotation calculation tab.

  3. Click VAT configuration.

  4. Make changes to settings in VAT configuration.
    Note: To save these changes as a profile, see Saving the VAT configuration in a profile.

  5. Click OK. The VAT Configuration window will close.

  6. In the Project defaults window, click OK.

 

VAT Configuration window

vatconfig_EN.png

1: Profiles - In this section, VAT configurations can be selected, created, edited and deleted.
Note: See Saving the VAT configuration in a profile.

2: Work type - In this section, the work type can be selected.

3: Installation - In this section, the installation type can be selected.

4: Export - In this section, a country can be selected for export of products.
Note: See Updating VAT configuration for exporting.

5: VAT % - In this section, the selected VAT rates are displayed.  

 

Saving the VAT configuration in a profile

  1. Define the settings in the VAT Configuration window.

  2. Click Save as.

  3. In the Profile name window, enter a name and click OK.

  4. The created profile can now be selected from the Profiles drop-down box.
    To save changes to a created profile, click Save.
    To rename a created profile, click Rename.
    To delete a created profile, click Delete. 

 

 

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