11 Replies Latest reply on Dec 16, 2008 4:54 AM by Orlando

# Changing VAT rates

### Title

Changing VAT rates

### Post

I am a novice at Filemaker and am trying to find a way to change VAT rate from 17.5% to 15% from beginning of December only. Could someone let me know the 'thread' or text to use to do this? I guess it would be done in the 'Define Fields' and 'Specify calculations' tabs?

HELP!

THanks

• ###### 1. Re: Changing VAT rates

Hi teale2008 and welcome to the forum.

Could you give us more details on your current setup. How do you currently set the VAT in your system, is it part of a calculation or are you setting a field in the record?

If its a calculation you could add a check on the date, something like:

If ( RecordDate  Date ( 12 ; 01 ; 2008 ) ; 15 ; 17.5 )

But without knowing how you currently specify the VAT in your system is difficult to know what will work best.

• ###### 2. Re: Changing VAT rates

Hi At the moment it is a calculation within a field.

There is a Nett field, then a total VAT field and then the total which is those two added together.

Does that help? (sorry, I don't know much about Filemaker).

Thanks

• ###### 3. Re: Changing VAT rates

OK then try and amend the calculation to include the If statement I mentioned above, Do you also have a something like Purchase Date field?

To do this go into Define Database, select your Total VAT field and click Specify, Place the following where the calculation currently says 17.5

If ( PurchaseDate ≥ Date ( 12 ; 01 ; 2008 ) ; 15 ; 17.5 )

or if you are multiplying a decimal (0.175)

If ( PurchaseDate ≥ Date ( 12 ; 01 ; 2008 ) ; 0.15 ; 0.175 )

Let me know if you run into any difficulty.

• ###### 4. Re: Changing VAT rates

To give you an idea on how it might look

You may currently have:

NET + ( 17.5 / 100 ) * NET

Which will then look like:

NET + ( If ( PurchaseDate ≥ Date ( 12 ; 01 ; 2008 ) ; 15 ; 17.5 ) / 100 ) * NET

• ###### 5. Re: Changing VAT rates

Hi

I have just done what you said and created a new invoice today (so it is after the date specified) but it still calculates it as 17.5%.

The VAT calculation field says  If( Date = Date( 12, 01,2008 ) , 15 , 17.5 ) / 100 ) * Nett

- it doesn't seem to recognise the ; when i use them.

Aagghh

• ###### 6. Re: Changing VAT rates
Change the equals "=" to the greater than or equal symbol "" or ">=" and give it a try.
• ###### 7. Re: Changing VAT rates
It's still not working. Sorry, but thanks for your help. I think it is a lost cause....
• ###### 8. Re: Changing VAT rates

Also check the Date field you are referencing, is the field type set to date?

• ###### 9. Re: Changing VAT rates

Hi teale2008

How did you get on with this, did you manage to get it working?

• ###### 10. Re: Changing VAT rates

Hi

I did something - and it worked. Thanks so much for your help. Just as long as I remember what i did, because it will all change again in a year.

Thanks again.

• ###### 11. Re: Changing VAT rates
Good to hear you got it sorted out.