Khaos Control Cloud Setup Guide - System Data - Tax Rates

Introduction

This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business.
The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or selecting Help from the navigation bar within any screen in the system. It’s context-sensitive and will display relevant information depending on where you are within Khaos Control Cloud (KCC). The information includes:
  1. A description of the main page you are using.
  2. Information on the fields within the current screen.
  3. A list of related videos which will guide you through important tasks related to the screen that you are on.

System Data

System Data is found under System Setup from the left navigation bar.
System Data is a list of items that the rest of the system uses in its various screens to function. This is the area allows you to set-up your key central data, such as Customer Types, Tax Rates, Currency Conversions, Stock Types, etc. To enter any of the areas within the System Data grid double click its line.
  1. From within any area of system data you can enter edit mode via the green Edit button at the top of the screen.
  2. The information within system data can be changed at any time however once it has been used it can no longer be deleted.
  3. Save any changes using the Save Screen button in the top right.

Tax Rates

This is where where you set up the tax rates that are going to be used on the system. Once set up they can be used in other areas of the system when adding payments or setting up stock items with a different rate than the default.

Adding a new Tax Rate

To add a new Tax Rate:
  1. Go to [System Data | Accounts | Tax Rates].
  2. Click the Edit button.
  3. Click the + New button.
  4. Enter the details of your new Tax Rate using the descriptions below as a guide.
    1. Code – The VAT Rate code.
    2. Description – The description of the VAT rate for example; Standard, Zero, Exempt, Reduced, Old Rate (pre-Dec 2008, 2010) etc.
    3. Rate – The percentage rate of VAT for example 20, 0, 5, 17.5.
    4. Default – The base rate to use for (primary) delivery calculations, or anything similar. It is the rate loaded as the default when the system starts. Only one should be ticked.
  5. Repeat steps 2 & 3 for each additional Tax Rate you require.
  6. Click the Save Screen button.
A video detailing this procedure can be viewed here, How to Set Up Tax Rates.

Changing Tax Rates

To change Tax Rates:
  1. Go to [System Data | Accounts | Tax Rates].
  2. Click the Edit button.
  3. Edit the details as required.
    1. It is not possible to change the description of the Default Tax Rates. If the VAT rate of these requires editing change the rate against the relevant description.
  4. When you have finished editing Tax Rates click the Save Screen button.

Deleting Tax Rates

To delete Tax Rates:
  1. Go to [System Data | Accounts | Tax Rates].
  2. Click the Edit button.
  3. Green select the Tax Rate(s) you wish to delete.
    1. It it not possible to delete a Tax Rate if it has been used or is a default Tax Rate.
  4. Click the - Del button.
  5. When you have finished deleting Tax Rates click the Save Screen button.


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