Within iplicit, it's always recommended to correct any document that is missing the correct tax information. However, you are unable to modify the original document if it is linked to a closed VAT return, tied to a payment, or part of a finalized bank reconciliation.

 

There are two options available:

 

  1. You may utilize the Reverse function on the original document and subsequently create a new document. While the example provided is a purchase invoice, this function is also available for other document types.

 

 

  1. Alternatively, you can create a manual journal solely for tax.

 

Ensure to use the same VAT control code on both transaction lines of the manual journal.

 

 

One transaction line should be Tax only, and you'll place the relevant figure in the Tax box.

 

 

The total of the other transaction line should be placed in the credit/debit column based on whether you need to increase or decrease the balance for that VAT code on the VAT return. Additionally, the tax band & code should be set as Not applicable, as you do not want to influence the VAT return with your 2nd entry on the journal.