Apply Tax Relief

Apply Tax Relief

Overview  

This video will explain how to apply tax relief in sales orders for qualifying customers and products. There are step by step instructions below the video.



Configuration

In order to use Tax Relief for qualifying purchases, the following three options must be set up. Tax relief will be applied only if all three of the criteria have been satisfied.

Branding

  1. Go to [System Setup | Branding].
    1. Ensure that the qualifying brand is set up with the Tax Relief Option enabled.
    2. Even if you only trade under one name a brand will be required and this option MUST be selected.

Customer

  1. Go to the customer record.
    1. Ensure the Tax Relief option in the General tab is enabled.

Stock Item

  1. Go to the stock item record.
    1. Select the Options tab.
    2. Ensure the Tax Relief option in the Advanced box is enabled.

Usage

Creating the sales order

When creating the sales order you will need to change the Brand to the Tax Relief brand that you setup above. This is done in the Additional tab. Once you have done this and you add Tax Relief items to the sales order, they will be added with no VAT.
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