Sometimes, you want to adjust the VAT setting of a particular quotation if it deviates from the standaard VAT setting of comparable event types. But how do you do this?

There are two options. Option 1 is to change the VAT setting of one particular quotation. Option 2 is to change the VAT setting of the quotation and events with the same event type.

Adjusting the VAT setting of one particular quotation is often done when the VAT setting of the event type is normally set differently and an exception is made for this event particularly (option 1). In case the event is not an exception and rather is comparable to other events of the same event type, it might be wise to also adjust the VAT setting of all events of this type (option 2).

Option 1: Change VAT setting of one quotation

You can do this while editting the concept quotation. Hover your mouse over the cost summary. You will now see a black menu bar appear on the right side next of the cost summary (see image below). Select the 'gear' icon.

Now, determine the VAT setting. You can choice out of default VAT (based on the event types' VAT setting), excluding VAT or including VAT. Make sure to save the changes.

Option 2: Change VAT setting of quotation and events with identical event type

To change the VAT setting for a specific event type, go to setup > settings > general settings. Select the event type you want to make changes to. Select the preferred VAT setting at 'VAT settings for products'. Make sure to save the changes. Now, the VAT setting is linked to the event type.

Pay attention! All events with this event type are now adjusted accordingly.

Did this answer your question?