Typically the VAT code used would be taken from the analysis record used, although there are exceptions if the transaction type and origin requires an EC VAT Code or similar, however you can set up a default VAT code against a customer or supplier which will take precedence over the VAT code set up on the analysis used for the transaction.
Set a default VAT code against an existing customer
Click Debtors then Customers.
📌 Note: All customers are displayed. Narrow down your search using the advanced filters, or click the column name to filter directly, then click OK.
In the Code or Name column, click the hyperlink to open the customer record in edit mode.
📌 Note: The Action Panel opens automatically on the right. Click the arrow icon to close it if you need more space.
Click the Settings tab, then scroll to the Transaction Defaults section.
Enter the VAT code, or click the drop-down arrow to select from available codes. Click Show More for advanced searching.
Click Save.
📌 Note: To set a default VAT for a new customer, follow the same steps after selecting the + New Record button.
Set a default VAT code against an existing supplier
Click Creditors then Suppliers.
📌 Note: All suppliers are displayed. Narrow down your search using the advanced filters, or click the column name to filter directly, then click OK.
In the Code or Name column, click the hyperlink to open the supplier record in edit mode.
📌 Note: The Action Panel opens automatically on the right. Click the arrow icon to close it if you need more space.
Click the Settings tab, then scroll to the Transaction Defaults section.
Enter the VAT code, or click the drop-down arrow to select from available codes. Click Show More for advanced searching.
Click Save.
📌 Note: To set a default VAT for a new supplier, follow the same steps after selecting the + New Record button.