VAT ID = Sales Tax Exemption Number

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Posted on by PaladinSteve

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Hello All,

I am a bit confused. I am attempting to set up VAT for a legal entity in Ireland. In my reading, and I've yet to find a fully comprehensive guide, it appears that in order to get the vendor's VAT ID to show correctly on the various Sales Tax reports, I need to get the Sales Tax Group and the Vendor's VAT Registration ID number into the Tax Exempt Number field on the Invoice & Delivery fast tab, as identified in the screenshot below.

It works fine for vendors based in Ireland, but as soon as I get to a vendor outside of Ireland, say in the UK or Netherlands, the registration number I created isn't available to the Tax Exempt Number drop down. Clearly I'm missing a setup step somewhere, but I have no idea where.

In my Registration Categories, I have created a single registration type for VAT ID, restricted to None, so it shouldn't be country specific.

In my Registration Types, I have added additional countries in addition to Ireland: Belgium, Denmark, Great Britain and Netherlands. I can create VAT registration numbers for the vendors fine using those codes. It is only once I attempt to select the code I've created under Tax Exempt Number that it fails to show in the drop down list.

Thanks,

Steve

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Ramit Paul 21,450 Most Valuable Professional on at

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VAT ID = Sales Tax Exemption Number

Hi,

I think you need to check couple of things to solve this.

The tax exempt number has a default filter based on your primary address region, example you have one vendor whose primary address is USA, then your created Tax Exempt number for UK wont come up, what you need to do is- open the Tax Exempt number and from the filter, remove or amend the filter option, it will show up.
PaulM78 17 on at

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VAT ID = Sales Tax Exemption Number

Have you also added the IDs to the Tax Exempt numbers table under Tax > setup > Tax > Tax Exempt numbers? If they are there then they should be available in the required field in the Vendor record.
PaladinSteve 206 on at

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VAT ID = Sales Tax Exemption Number

I have tried both options. Both are blank.
Adis 2,313 on at

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VAT ID = Sales Tax Exemption Number

Hey,

When opening the drop down, did you check the 2nd drop down, where you can choose between "Party" and "All"?

Kind regards, Adis