/visma-net-erp/help/vat/set-up-calculation section In Visma Net, the system automatically performs VAT calculation in the documents (such as supplier or customer invoices) once a user has configured all Visma Net entities involved in this process. 2026-02-19T17:09:06+01:00 # Set up calculation In Visma Net, the system automatically performs VAT calculation in the documents (such as supplier or customer invoices) once a user has configured all Visma Net entities involved in this process. The system calculates taxes based on the following details specified in the document: + The supplier or customer + The item ID + The quantity of items + The unit cost of each item The system calculates the VAT and taxable amounts by using the settings of each VAT that corresponds to both the VAT category of the specified item ID and the VAT zone of the selected supplier or customer. The system calculates the VAT and taxable amounts for each line of the document or for the total document amount, depending on the settings of the applied VAT (for details, see: [About VAT settings](/visma-net-erp/help/vat/manage-taxes/about-vat-settings/) ). The VAT amount is entered in the corresponding field of the invoice: **VAT taxable total**, **VAT exempt total**, or **VAT total**, depending on the VAT applied to the document. After you have released the document, the system creates the corresponding general ledger batch and records these amounts to the appropriate general ledger accounts. Visma Net gives you the ability to create VAT reports. If your company plans to create VAT reports by using Visma Net, you should configure a VAT report for each tax collection agency to which the taxes have to be reported. When you have configured a VAT report and set up all required relations (see: [Set up VAT calculation](/visma-net-erp/help/vat/set-up-calculation/set-up-vat-calculation/) ), you can prepare the VAT report by clicking one button. You should set up the reporting periods and some report properties individually for each tax agency account. (In Visma Net, a tax agency is defined as a supplier.) All the required VAT and taxable amounts will be collected in the VAT report as each taxable document is released in the system. /visma-net-erp/help/vat/set-up-calculation/set-up-vat-calculation page You should complete the following configuration steps to make the system to calculate VAT amounts in the documents that users create: 2026-02-19T17:09:06+01:00 # Set up VAT calculation You should complete the following configuration steps to make the system to calculate VAT amounts in the documents that users create: 1. Create separate VAT rates if the rate of a particular VAT varies depending on the geographical location or the category of goods or services (for example, taxable or VAT-exempt). 1. Create all required VAT categories, considering all the products and services your company sells or purchases. Add the appropriate VAT rates to each VAT category. 1. Create all required VAT zones, considering all the geographical locations of your customers and suppliers, and add the appropriate VAT rates to each VAT zone. 1. Specify the appropriate VAT category for each stock or non-stock item on the **General settings** tab of the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) or [Non-stock items (IN202000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/non-stock-items-in202000/) window, respectively. > [!NOTE] > You can create new stock or non-stock items and specify the VAT category during their creation. You can also change the VAT category for an existing stock or non-stock items if any default VAT categories were specified during their creation. 1. Specify the VAT zone for each supplier on the **Purchase settings** tab of the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window, and for each existing customer on the **Delivery settings** tab of the [Customers (AR303000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/) window. 1. If you use different VAT categories for different customers, customer locations, and suppliers, set the appropriate export type per customer location or customer class, and import type per supplier class. Continue to Step 7. 1. In the item classes, specify the VAT categories associated with the export and import types. [About suggested VAT categories](/visma-net-erp/help/sales/process-sales-orders/about-suggested-vat-categories/). For more information, see: After you have performed these steps, Visma Net will automatically calculate VAT for each invoice or similar document in the system. /visma-net-erp/help/vat/set-up-calculation/about-prerequisites-and-preparation page To set up the VAT calculation process in Visma Net, you have to configure all required VAT-related entities and link them to one another. 2026-02-19T17:09:06+01:00 # About prerequisites and preparation To set up the VAT calculation process in Visma Net, you have to configure all required VAT-related entities and link them to one another. > [!NOTE] > The General ledger workspace must be configured before you configure the VAT workspace. ## VAT You should create all VAT rates that your company uses. The settings for each VAT include the VAT rate, the VAT calculation method, the VAT validity period (if any), and other required parameters. ## VAT zones You should create all needed VAT zones and include the VAT rates applied in the corresponding location in each VAT zone. You then associate an appropriate VAT zone with each of your suppliers and customers according to their locations. ## VAT categories You should create the needed VAT categories for all goods or services (which are represented as stock items and non-stock items in Visma Net ) that your company sells or purchases. For each VAT category, you should add all VAT rates that are applied to the corresponding category of goods and services in all geographical locations where your company conducts business. ## Tax agency For each tax agency to which you will submit VAT reports, you should create a supplier account in the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window with the **Supplier is tax agency** check box selected. The entities that you have configured in the VAT workspace should be linked with the following entities, which you create in other Visma Net workspaces (or add VAT-specific information for the entities if they have already been created): ## Stock items and non-stock items To calculate VAT amounts in the documents in which you specify item IDs, create stock items (for goods) and non-stock items (for services) and associate each item with the appropriate VAT category. The initial VAT category on customer documents is based on the VAT category on the item class in combination with the customer location's export type. For more information, see: [About suggested VAT categories](/visma-net-erp/help/sales/process-sales-orders/about-suggested-vat-categories/). The VAT category defines the VAT rates that can be applied to this stock or non-stock item. ## Supplier and customer accounts You should create needed suppliers in the Supplier ledger workspace and customers in the Customer ledger workspace if they don't already exist. Depending on the geographical location of the sale or purchase transaction, different VAT rates can be applied to the document. To define which VAT rates are applied in the location of your supplier or customer, you should assign the appropriate VAT zone to each new or existing supplier and customer. If you define an export type on a customer location or customer class, this will be used for defining VAT rates for customer document lines with item IDs, see also [About export types](/visma-net-erp/help/customer-ledger/manage-customers/about-export-types/) and [About suggested VAT categories](/visma-net-erp/help/sales/process-sales-orders/about-suggested-vat-categories/). Once these entities are configured, the system will calculate VAT amounts when a user enters a document in the system. The system does this by applying the particular VAT or taxes determined by the system according to the location of the selected customer or supplier and the line items specified in the document.