Convert a Customer/Supplier to EU State
The selection of VAT Country type (Home VAT, EU State or Non-EU State) on a Customer, Supplier or Prospect record will be used to validate the VAT Rates Code that you enter on Transactions for the Customer, Supplier or Prospect.
Customer, Supplier or Prospect records will need to be amended if their Country joins the EU.
These records can be simply amended if no transactions have taken place.
Preparation
If transactions have been entered, the Country record must be changed first.
Before you do this, you should check that all the records that will be affected by the change are currently set to Non-EU State for the Country being amended.
For any records that appear to be set to Non-EU State only:
Edit the record, click on the VAT icon to open the VAT window and select the Country to which the record should be assigned. Save the record.
This must be done before the Country record is changed to an EU State. After it has been changed it will not be offered in the Non-EU State list for selection.
If the Country does not exist, you should create a Non-EU State Country record from Country Records and then repeat the steps above to assign the Country to the Customer and Supplier records.
If using a Single Currency version of Access Accounts you will need to create a Country record for any Non-EU State that you trade with before you can convert it to EU State status.
Open the Country Records window from Country Records. Country records will exist for EU State countries.
Insert a new record of type Non-EU State for the Accession Country in question. For example: insert the Country Poland; type Non-EU State; Code PL.
Having created the Country record, you should ensure that all the Customer, Supplier and Prospect records for that Country are set to Non-EU State status for the Country being amended. This is the same process as for Multi-Currency described above.
Change the Country record from Non-EU State to EU State
Processing
When the Country record has been updated, return to the Customer, Supplier and Prospect records:
Either - Edit individual records
Click on Edit, select EU State from the VAT Country type menu and ensure the correct Country code is selected on the VAT window.
Save the record.
Or - Use the update Utility
Use the Customer/Supplier Change to EU State Utility to update the VAT status of all Customers, Suppliers and Prospects for the Country that has been changed.
Note: Transactions in the batch will not adopt these changes to VAT status and may need to be re-keyed.