In Winner, the VAT configuration for quotations can be updated and VAT configuration profiles can be created for easy selection in future projects.
At Project level:
- Select Global settings > Project defaults.
- In the Project defaults window, select the Quotation calculation tab.
- Click VAT configuration.
- Make changes to settings in VAT configuration.
Note: To save these changes as a profile, see Saving the VAT configuration in a profile. - Click OK. The VAT Configuration window will close.
- In the Project defaults window, click OK.
VAT Configuration window
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
- Define the settings in the VAT Configuration window.
- Click Save as.
- In the Profile name window, enter a name and click OK.
- 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.
Related articles
Updating VAT configuration for exporting
How can I change the VAT to included / excluded / specified?