Setting up Tax Rates in an Unintegrated Account

Set up tax rates in your unintegrated Dext account and apply them to items individually, by setting default tax rates, or by creating supplier rules.

Note: This feature is only available for accounts not integrated with an accounting software.

• Set up a Tax Rate
• Set a Default Tax Rate for an Account
• Assign a Tax Rate to an Item
• Set up a Tax Rate Supplier Rule
• Manage a Tax Rate
• Exports of Tax Rates

Setting up a Tax Rate

To create a tax rate:

1. Go to Business Settings, Lists and then Tax Rates.
2. Select the Cost or Sales tax rates tab depending on the type of rate you wish to create.
3. Click Add a new tax rate.

4. Create a name for the rate, enter its code, and optionally add the ID and rate % if needed. When ready, click Add.

5. The new tax rate will be listed on the Tax Rates page.

Set a Default Tax Rate for an Account

You can set up a default VAT account for your purchase and sale invoices.

These rates will be applied by default to each invoice that does not have a supplier rule or rate for the individual item set.

To set a Default Tax rate for the account:

1. Go to Business settings, Extraction and then scroll to Tax.
2. From there you can set a default rate for costs and sales.

Assign a Tax Rate to an Item

Now that your tax rates are created, you can assign them to your items on the item details page.

To assign a tax rate directly to an item:

1. In the Costs or Sales Inbox, click onto an item to go to the Item details page.
2. Go to Tax and select the tax rate you wish to assign from the drop down list.

Note: If you have set a default tax rate for your account, the tax amount will be automatically calculated from this rate. If your account does not have a default rate, the amount extracted from the invoice will be used.

You can also assign several tax rates to an item by clicking the Create/Edit line items button at the very bottom of the item detail page.

Setting up a Tax Rate Supplier Rule

Set up a Tax Rate Supplier Rule and apply a tax rate automatically to every item from a specific supplier.

To create a Supplier Rule:

1. Go to Suppliers in the Costs section.
2. Click on the supplier in the list that you wish to create a rule for.
3. On the supplier’s page go to Tax Rate and select the rate from the drop down list.

For more information on supplier rules, see this article.

Manage a Tax Rate

To manage a tax rate:

1. Go to Business settings, Lists and then Tax Rates.
2. Then select the Cost or Sales tax rates tab depending on the type of rate you wish to edit.
3. Click into the tax rate you want to edit and click Save once any updates have been made.

Exports of Tax Rates

Note: Not all exports support tax rates at the moment, so the tax rate may not appear in your export. If you’d like us to support tax rates in a specific export, then let us know by suggesting a feature under the ? button.

Exports compatible with Custom VAT Accounts are:

For purchases:

• FEC type and FEC type + images
• Sage Generation Expert
• Quadra ASCII + images

For sales:

• FEC Type – Sales