Page Comparison

...

2.

...

 Activating the "New" VAT

1. Navigate to Overview

2. Scroll down to Setup & Settings

3. Click on Administration Settings

4. Select the "Administration Administration Setting" Tab

5. Set the "New VAT Calculation" Checkbox to true

6. Click Save

...

1. Navigate to Setup > Custom Code > Custom Settings (Classic: Setup > Develop > Custom Settings)

2. Select VAT > Manage

3. Click New or Edit next to existing records.

4. Enter a Name for this VAT information, for instance, use "DE/DE_2016_Typ1".

5. Use the Country Buyer and Country Seller fields to determine the country combination for the VAT Rate. Both should be entered as country codes

   1. The "Country Buyer" will be the country of your customers and will later be taken by default from the Debtor entered in the Media Campaign.

      1. The "State Buyer" will be the state of your customers and will be taken by default from the Debtor entered in the media campaign 

   2. The "Country Seller" is the country you operate in, take from either the Legal Entity in the Media Campaign or your Salesforce Org Company Profile
      Please note that the entered values in your VAT setting need to be identical to those on your VAT Buyer or in your Legal Entity/Org settings. You might, for example, enter: 
      DE", "Germany", or "Deutschland" in your VAT settings, but then you need to ensure it matches your VAT Buyer Account and Legal Entity/Org settings (see below 4.and 5.a)

      1. The "State Seller" the country you operate in, taken from either the Legal Entity in the Media Campaign or your Salesforce Org Company Profile

6. Enter the Type !!! Important: This type needs to match the VAT Type Numbers in your Adspecs. We currently offer only two types, so choose from 1 or 2. Please refer to Section 6.  

7. Enter the VAT A in % for type A, for instance, use "5.00" or "19.00".  

8. Enter the VAT B in % for type B (if applicable). 

   1. VAT rate B would be calculated on the taxable amount, just as VAT rate A.

   2. Note: if VAT rate B is used, then the external names of the VAT rates will be displayed on invoices 

9. Enter the external name for VAT % A  this is the name/classification of the VAT A %. Example: "GST". This can be used  by external reporting/third-party finance systems and may be shown on invoices (if VAT rate B is used)

10. Enter the external name for VAT % B - this is the name/classification of the VAT B %. Example: "PST". This can be used by external reporting/third-party finance systems and will be shown on invoices.

11. Enter Valid From as well as Valid to, if this VAT setting is valid in a specific time frame. ℹ️ Note: This is mandatory

12. You may check the checkbox 'VAT charged (non-valid VAT ID number)' to decide about the VAT Rate according to the Debtor VAT ID (see point 10 at the bottom of the page).

13. Enter the external name VAT Classification - this is an overall name/classification for the VAT Type as a whole. This can be used by external reporting/third-party finance systems and will be used on invoices to group VAT rates A and B together. 

14. Click the button Save.

15. Make sure to delete or modify the example records that came with the ADvendio package!

...

...

For further information, read 7.5.2.4 Show the Gross Value (B3) and VAT on an Invoice and 7.5.1.3 Show the Gross Value (B3) and VAT on a Proposal.

To use the reverse charge mechanism please check the field within the media campaign record. More details can be found here: 6.3.5 Reverse Charge Mechanism.

...

Change the layouts for Media Campaign, Invoice, Campaign Item and Invoice Item to show the fields you need. Please refer to the list here: 7.6.2.2 VAT fields Overview.

10. VAT charged (non-valid* VAT Id number)

Version 2.96 and up

If you cooperate with countries where VAT rates do not need to be calculated please take note that the checkbox 'VAT charged (non-valid VAT Id number)' in your VAT Custom Setting (see above) leads to the following behavior:

1. If the Debtor has a VAT Id entered and the 'VAT charged' checkbox is checked the Media Campaign and Invoice will not set a VAT rate

2. If the Debtor has a VAT Id entered and the 'VAT charged' checkbox is not checked in the settings the Media Campaign and Invoice will set the VAT from the setting

3. If the Debtor does not have a VAT Id entered and the 'VAT charged' checkbox is checked the Media Campaign and Invoice will set the VAT from the settings

4. If the Debtor does not have a VAT Id entered and the 'VAT changed' checkbox is not checked the Media Campaign and Invoice will set the VAT from the setting

Example :

...