VAT code 8 is excluded from the VAT Return as it is out of scope for VAT, therefore transactions with this code aren't part of the return. However, if you need to include transactions with this code on the return, follow the steps below:
Click system.
Click VAT Rates.
Highlight VAT Code 8.
Click VAT Return.
Clear the Exclude from VAT Return check box.
Click Save.
Per Dimensions version 2.60a/3.00a, you may notice some changes from previous versions. Below is information on the changed design advised by our development team explaining on a core difference, with an example comparison to Dimensions version 2.51f:
Brief Behaviour Replication summary for VAT code 8 a user may have done, which could have come over from the old Dimensions into the new however should no longer be:
Ensure to have transactions assigned with VAT code 8 - i.e. debtors invoices.
In system, vat rates, ensure VAT 8 is setup to have all options for 9 boxes unticked, and have the option to "exclude" also unticked.
Either print new or reprint existing VAT return as appropriate, both Summary and Detailed.
Result In 2.51f:
In VAT Summary, the value is seen for VAT code 8
In VAT detailed, the value is seen on the transactions that fall for VAT code 8.
Result in In 2.60a/3.00a:
In VAT Summary, the value is NOT seen for VAT code 8
In VAT detailed, the value is NOT seen on the transactions that fall for VAT code 8.
Advice, as per design of 2.60a and 3.00a:
It is not possible to set VAT Code 8 to have all its VAT return update boxes unticked in that manner from the front end, and should not be manipulated to not follow the Dimensions 2.60a rules from the back-end.
Note: It does appear to be possible to have none of the VAT boxes ticked and also have the "Exclude from VAT Return" box unticked, if you do this by editing the VAT control record, but not during the initial insert, as to allow user discretion at their own risk.
However, having these settings when you shouldn't, no values are being included as a result of 1 of many changes made between the versions in order to address the identified bugs between 2.51f till 2.60a.
This particular change was made for CIS Reverse Charge VAT processing. It was necessary as incorrect values would otherwise be reported for CIS Reverse Charge VAT Codes. Any VAT Codes which do not have any of the Update VAT Return checkboxes ticked will not show any values in the summary or detailed breakdown.
Your "possibly wanted" settings would be a bug according to the VAT rate business rules in 2.60a, so the functionality of these all unticked is undefined and subject to change when new features like CIS Reverse Charge VAT are added.
Technically the VAT is still being shown and the same transaction details from before, other than the values.
The problem with showing values in the same columns that represent some of the boxes is that they should not be summed into these boxes and having them there causes for the report to sum them into it and excel to do similar if the figures are copied across to this.
2.51f had special code on its detailed VAT return report to exclude VAT code 8 from the column totals regardless of box settings, but all other VAT code values were included in these columns and totals regardless of VAT Box settings and just based on transaction type.
This meant the values and their totals could not be used to justify the VAT box figures that were shown below it.
As part of the bug being addressed, this was changed to take into account the box settings to show the new Vat types correctly and make it more clear where the box values were coming from for any other "non-standard box setting" VAT code that may be created by a user.
To summarise in short
Our specification for the VAT Rates says that at least one of the checkboxes must be ticked in the grid on the Update VAT Return window.
Unfortunately, due to a bug, it is possible to edit a VAT Rate, and save it with all the boxes unticked.
In order to accommodate the CIS Reverse VAT changes, we had to slightly change the way that the values were calculated for the VAT Return, so we are more precise about following the VAT update checkboxes against the VAT Rates.
So, normally VAT Code 8 should not appear at all on the VAT return, but due to the bug, you can make it appear, but no values are shown because none of the other checkboxes are ticked.
VAT Code 8 transactions are shown on the Detailed VAT Audit Report.