VAT CHANGE DETAILS - 15 % INCREASE 01 APRIL 2018


1). CUSTOMER NOT ON PASTEL SUPPORT (DO NOT PAY THE ANNUAL SUPPORT FEE)

SETUP - TAX - PERCENTAGES : CHANGE END DATE ON CODE 01 AND ALL CODES WITH 14% GREYED OUT TO 31/03/18. IF BAD DEBTS, CAPITAL ETC CODES ARE NOT GREYED OUT YOU CAN CHANGE THE VAT % TO 15% IN THOSE, AND MAKE THE START DATE 01/04/18.

CREATE NEW VAT CODE IN LINE 15 - VAT 15% - 15 UNDER % - START DATE 01/04/18 - END DATE 31/12/30. UNDER LINES 16 ONWARDS CREATE NEW BAD DEBTS, CAPITAL ETC CODES IF THESE COULD NOT BE CHANGED TO 15%

SETUP - TAX - BOX LAYOUT : COPY SETTINGS FROM COLUMN 01 AND ENTER IN COLUMN 15 (IF YOU USE THE TAX BOX REPORT) - REPEAT THE SAME FOR NEW CODES CREATED FOR BAD DEBTS, CAPITAL ETC.


TO BE DONE ON 01 APRIL 2018 (***BACKUP FIRST***)

SETUP - INVENTORY - INTEGRATION/GROUPS :  CHANGE DEFAULT BUY/SELL VAT CODES TO NEW CODE (15)

SETUP - CUSTOMER CONTROL :  CHANGE DEFAULT TAX TYPE FOR FINANCIAL LINES TO NEW CODE (15)

SETUP - SUPPLIER CONTROL :  CHANGE DEFAULT TAX TYPE FOR FINANCIAL LINES TO NEW CODE (15)

EDIT - TAX TYPE ADJUSTMENT - RUN CHANGEOVER FOR INVENTORY TO CHANGE VAT CODE 01 TO 15 ON SELLING AND PURCHASE TAX TYPES. THIS ONLY WORKS IN PASTEL PARTNER - IN PASTEL EXPRESS GO EDIT - INVENTORY - ITEM FILE - CHANGE PURCHASE & SALES TAX TYPES AT THE BOTTOM OF EACH STOCK ITEM TO 15%.

ALSO RUN THE CHANGEOVER FOR GENERAL LEDGER, DEBTORS AND CREDITORS IF REQUIRED (IF YOU HAVE FORCED TAX TYPES IN THE PAST TO 01) - IN EXPRESS EDIT THE CUSTOMER, SUPPLIER AND GENERAL LEDGER TAX TYPES IN THE MASTER FILES IF YOU HAVE FORCED TO 01 IN THE PAST.

IN CASH BOOKS AND JOURNALS - CLICK SETTINGS AT BOTTOM OF EACH PAYMENTS/RECEIPTS/JOURNAL  AND CHANGE DEFAULT TAX TYPE TO 15.

CHANGE VAT ON RECURRING INVOICES AND RECURRING BATCHES TO 15.

ALSO HAVE A LOOK AT THE MANUAL CHANGES PDF ATTACHED - MANUAL CHANGES.PDF


2). CUSTOMERS ON PASTEL SUPPORT (PAY ANNUAL SUPPORT FEE)

UPDATES FOR CUSTOMERS ON SUPPORT FOR VERSIONS 14, 17 AND 18 ARE AVAILABLE.

CLICK ON THE DOWNLOAD LINK TO BE TAKEN TO THE SAGE PASTEL DOWNLOADS PAGE. ALSO DOWNLOAD THE INFORMATION PDF BELOW FOR INSTALL INSTRUCTIONS, AND WHAT NEEDS TO BE DONE FROM THE 1ST APRIL ONWARDS. I HAVE ALSO ADDED THE LINK TO THE SAGE PASTEL HELPCENTRE.

DOWNLOAD LINK - pastelupdate.sagesouthafrica.co.za  (CLICK ON VAT UPDATE TAB ON RIGHT HAND SIDE FOR V14 & V17)

DOWNLOAD - PastelVATUpdate.pdf

SAGE HELPCENTRE - http://helpcentre.pastel.co.za/newsflash/