Registration Defaults
The Registration Defaults setting can help you ensure that correct details are copied to certain fields in each record in the
Contact register. These details include VAT Codes, Language and Doc. Type.
When you enter a Contact record, you can use the 'Paste Special' function from the Reg. No. 2 field on the 'Company' card to link to a row in the Registration Defaults setting. The correct VAT Codes, Language and Doc. Type will be brought in to the Contact record from the Registration Defaults row.
To work with the Registration Defaults setting, first ensure you are in the Sales Ledger and then click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcut. Double-click 'Registration Defaults' in the resulting list. The 'Registration Defaults: Inspect' window appears. Fill in the fields as described below the illustration and then click the [Save] button in the Button Bar to save the changes. To close the window without saving changes, click the close box.
- Registration No.
- Use this field to specify a unique code for each row in the setting. When you activate 'Paste Special' from the Reg. No. 2 field in a Contact record, this code will be shown in the 'Paste Special' window and so should be clear enough to make the selection of the correct row in the Registration Defaults setting easy for all users.
- Sales V-Cd
- Paste Special
VAT Codes setting, Nominal Ledger
- Specify the Sales VAT Code that is to be copied to Contact records. In many countries, note that you should usually only specify a Sales VAT Code for an individual Customer if for some reason your usual VAT accounting method does not apply to them (e.g. charities).
- Purch V-Cd
- Paste Special
VAT Codes setting, Nominal Ledger
- Specify the Purchase VAT Code that is to be copied to Contact records.
- Official Tax Code
- The Official Tax Code field is used in Argentina, where the Registration Defaults setting should contain separate rows for each type of taxpayer. Use the Official Tax Code field to specify the type of taxpayer that a particular row represents.
- The Official Tax Code is different to the other fields in this setting in that it will not be copied from a row in the Registration Defaults setting to Contact records. Instead Official Tax Codes will be included in export files that will be sent to the tax authority. Therefore you should enter a code that will be recognised by that authority, as follows:
| Code | Type of Taxpayer |
| 01 | VAT Registered Taxpayer |
| 02 | VAT non-registered Taxpayer |
| 03 | VAT non responsible |
| 04 | VAT Exempt |
| 05 | End User |
| 06 | Small Taxpayer's Simplified Scheme |
| 07 | Non Categorised subject |
| 08 | Foreign Supplier |
| 09 | Foreign Customer |
Official Tax Codes will be included in the text files created by the 'S/L Taxes - (Argentina)' and 'Withholding Certificates (Argentina)' export functions in the Sales and Purchase Ledgers respectively. These export functions will check the Reg. No. 2 field in each Contact record, find the connected Registration Defaults row and export the Official Tax Code (i.e. the type of taxpayer) from that row, as follows:
- S/L Taxes - (Argentina) - Header option
- An Official Tax Code for each Customer will be exported as field 23 (positions 244-245) in each line in the "CABECERA" file
- S/L Taxes - (Argentina) - Sales option
- An Official Tax Code for each Customer will be exported as field 22 (positions 254-255) in each line in the "VENTAS" file
- S/L Taxes - (Argentina) - Purchases and Include Expenses options
- An Official Tax Code for each Supplier will be exported as field 26 (positions 256-257) in each line in the "COMPRAS" file
- Withholding Certificates (Argentina)
- An Official Tax Code for the Supplier of each Withholding Certificate will be exported as field 10 (positions 77-78).
The 'S/L Taxes - (Argentina)' ('Impuestos S/L - (Argentina - WORM)') and 'Withholding Certificates (Argentina)' ('Archivo SICORE Retenciones (Argentina)') export functions will only be available if the VAT Law in the Company Info setting is "Argentinean".
- Doc. Type
- Paste Special
Contact Document Types setting, Sales Ledger
- Specify the Doc. Type that is to be copied to Contact records. This will be useful in Argentina, where the Doc. Type field should contain a code representing the type of ID document that the Contact has. For example, if the Contact is registered with the tax authority as a company, the type of the ID document will usually be "80", but if the Contact is a private individual, it might be "86" or "96".
- Language
- Paste Special
Languages setting, System module
- Specify the Language that is to be copied to Contact records.
- Tax Code
- The Tax Code field is used in Argentina only, and can contain a single digit code from 0 to 5. This code will be included in the text files created by the 'P/L Withholdings and Perceptions (Argentina)' export function in both the Sales and Purchase Ledgers. This export function will check the Reg. No. 2 field in the Contact record for each Customer (in the case of Perceptions) or each Supplier (in the case of Withholdings), find the connected Registration Defaults row and export the Tax Code from that row. The Tax Code will be exported as field 14 in position 94.
- The 'P/L Withholdings and Perceptions (Argentina)' ('Retenciones y Percepciones (ARCIBA) (Argentina)') export function will only be available if the VAT Law in the Company Info setting is "Argentinean".
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Settings in the Sales Ledger:
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Introduction to Settings in the Sales Ledger
