How to Update VAT Rates for Medicines and Other Products in Digitail
Effective VAT rate management is crucial for compliance and accurate billing. Digitail offers robust tools to update VAT rates for medicines and other products, accommodating automated changes and customizable, clinic-specific adjustments. This guide explains how to manage VAT updates efficiently in Digitail.
Automatic VAT Rate Updates
Digitail automatically updates VAT rates for standard classifications whenever tax changes are announced. For example, changes from [Old VAT Rate] to [New VAT Rate] are applied automatically within the system. However, due to variations in how products and services are classified in individual clinics, full automated migration is not feasible. To ensure updates are accurate across all items, Digitail provides manual adjustment tools for further customization.
Manually Adjusting VAT Rates
Modifying VAT Rates for Medicines
To adjust the VAT rate for medicines, follow these steps:
Navigate to Gestiune > Nomenclator > Produse.
Locate the product(s) for which the VAT rate needs to be modified.
Update the VAT percentage directly within this section.
This process applies broadly to medicines and products requiring VAT updates.
Changing VAT Rates for Specific Products
If you need to update the VAT rate from a previous value (such as [Old VAT Rate]) to a new one (such as [New VAT Rate]), use the following instructions:
Access the Products page.
Use the filter option to search for all items currently set at [Old VAT Rate].
Select either all filtered products or specific ones that require updates.
Click the Adjust VAT button.
Enter the new VAT rate ([New VAT Rate]) and save your changes.
This method simplifies bulk updates while maintaining accuracy across selected items.
Clinic-Specific Classification and Customization
Due to variations in product and service classifications between clinics, Digitail cannot standardize VAT adjustments across all items. Users are encouraged to review classifications and use the Adjust VAT button to apply appropriate changes. This customization ensures that clinic-specific billing practices and product classifications remain accurate and compliant with taxation rules.
Summary
Digitail supports both automatic and manual VAT adjustments, offering flexibility and precision. Automated updates cover broad classifications, while manual tools like the Adjust VAT button empower clinics to tailor VAT changes to their specific needs. Following these steps ensures accurate, compliant VAT rate management.