How to add or update VAT boxes

This document describes the steps you need to follow to ensure that required legal changes are included in the VAT box setup. This could include adding a VAT box or updating an existing box.

This guide uses the French VAT declaration update for 2022 as an example, but can be applied to any required VAT change.

  • Notes: You can customize the Sage X3 VAT management. The standard setup provided by default is not comprehensive: You need to adapt the setup to your specific needs. There is no need to provide updates for this setup, except for new installations.

  • This document should not be interpreted as providing legal advice. Sage customers are advised to check with their tax representative before making any changes.

  • The VAT management functionality described in this document corresponds to the Sage X3 2021 R4 release.

Screenshots could be noticeably different depending on your product version and configuration.

Audience

This document is intended for users responsible for managing the Financial accounting, Sales, and Purchasing modules.