How do I change my Tax/Vat percentage on PlusPoint?

For properties which need to change their Tax or VAT amounts as per the changes initiated by their government, the below will assist the System Administrator on the correct procedures

1. Operational Procedures

The tax amount should change on the date of.

For example if the VAT changes on the 31 May. Then the PlusPoint system date must be on 31 May and it must be changed on this day before start operating on PlusPoint.

Clients can select whether to close the day earlier on or have the appropriate staff member arrive early the morning of to make the necessary changes.

2. How to change Percentage:

Navigate to Administration -> General Administration ->Tax Codes.

Select the code VAT and click on the change button.
Enter the new VAT amount and select the save button.

The VAT percentage will now have changed to 15.50% and will take immediate effect.

3. What to expect after the change:

All the Transactions that were captured before the change will still reflect as having original VAT percentage associated with them.

After the change should new Invoices be opened on the Point of Sale and new Deliveries be captured on PlusCentral these will all reflect the new VAT, without additional intervention.

Uncommited Orders, Deliveries, Internal Issues and Reductions

Should there be existing or uncommitted Orders, Deliveries, Internal Issues or Reductions in the system they can still be committed with the old VAT percentage, by simply selecting the delivery and selecting the button.

Should the user continue to tab through the Delivery lines before committing the delivery the VAT percentage will automatically be updated from old amount to the new amount.

Uncommitted Delivery after VAT change with 15% VAT still reflected:

Uncommitted Delivery after VAT change with 15.50% VAT reflecting after tabbing through the lines: