Step 1

You will need to amend CCD’s global VAT rate setting.

Navigate to:
Setup > User information > VAT

Step 2

If your company has any branches, locations or appointed reps setup within Client Care Desktop, you will need to amend the VAT rate under Invoicing.

Navigate to:
Setup > User information > Locations > Branches > Select Location > Invoicing

Step 3

If your company charges clients monthly fees, you will need to amend the VAT amount payable.

Navigate to:
Clients > Client account > Fees > Fee set-up

This will need to be performed on each client record.

Step 4

If your company charges advisers monthly fees, you will need to amend the VAT amount payable.

Navigate to:
Compliance > Select Adviser > Financial > Fee setup

This will need to be performed on each adviser record.

Navigate to:
Software utilities > Tables

Then amend the ‘Current VAT rate’ accordingly.