To set tax codes per VAT rate please navigate to the following page:
â ď¸ Important:
If you are seeing unexpected VAT/Tax codes in your account export that have not been entered in the export settings, these are likely the default tax codes associated with that export type.
When a tax code field is left blank, the export may automatically apply a default tax code, for example, T9, depending on the export configuration.
To prevent a default tax code from being applied, enter a value in the tax code field. If a final tax code has not yet been confirmed, you can enter a placeholder value such as TBC.
As long as the field contains a value, the system will not apply the default tax code automatically.
Click on the Admin Cogs at top of the screen.
Select Accounts Export.
Click on the Accounts Export required.
Click on Settings Tab.
Enter the Codes in the relevant columns.
Click on the Save Settings button.
đNote: If users do not have the permissions to access this area, they can liaise with their Head Office or Procurement Team for assistance.