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Add a VAT Summary to my invoice template in Sage Line 50

Bookkeeping and Management Accounting help does not have to be specific to the use of Sage 50
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Jamieoconn
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Sage Version: V11 UK/Europe/Africa

Add a VAT Summary to my invoice template in Sage Line 50

Post by Jamieoconn » 19 Mar 2013, 11:35

Hi all,

Does anyone know how to add a VAT summary to a Sage Line 50 invoice template:

Tax Code / Tax Rate / Value

Any help would be greatly appreciated.

Many Thanks,


Jamie

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brucedenney
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Sage Version: v28 UK/Europe/Africa

Re: Add a VAT Summary to my invoice template in Sage Line 50

Post by brucedenney » 19 Mar 2013, 16:00

You need to add additional invoice number footer sections for the vat summaries one for each vat code you need to report on.

The printing of each section is conditional on there being a value for that VAT code.

There are a bunch of variables that Sage uses to maintain the VAT summary.

Each of these if for a different VAT code

INVOICE.NET_AMOUNT_1 INVOICE.TAX_RATE_1 INVOICE.TAX_AMOUNT_1

The field represent Net amount, Tax %ge and Tax Amount There is nothing for Tax code If you had 2 tax codes with the same rate, I am not sure what it would do.

You should have a standard layout that does this "A4 Inv\Crd Unit Price, With Discount (Tax Breakdown)", have a look in the demo company if you don't have it in your main company.

what version of sage 50 are you on ? I could post an example.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.

Jamieoconn
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Posts: 3
Joined: 19 Mar 2013, 11:33
Sage Version: V11 UK/Europe/Africa

Re: Add a VAT Summary to my invoice template in Sage Line 50

Post by Jamieoconn » 19 Mar 2013, 17:38

Many thanks for your quick and helpful response. I will give it a go tomorrow and let you know how I get on.

I am using Line 50 version 11.

Kind Regards,

Jamie

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brucedenney
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Re: Add a VAT Summary to my invoice template in Sage Line 50

Post by brucedenney » 20 Mar 2013, 15:32

Here is the layout.
TBIPA4.sly
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For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.

Jamieoconn
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Posts: 3
Joined: 19 Mar 2013, 11:33
Sage Version: V11 UK/Europe/Africa

Re: Add a VAT Summary to my invoice template in Sage Line 50

Post by Jamieoconn » 21 Mar 2013, 11:59

Thank you very much for your invaluable help. The solution worked perfectly.

Kind Regards,

Jamie

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