If you want onkho to automatically schedule the VAT jobs for you when you import your Client, you need to set the VATSchedule and VATAccountingPeriodStarts columns.
Note that the VATAccountingPeriodStarts column expects the month in which the Client's VAT accounting period starts.
Some examples:
| Example |
VATSchedule |
VATAccountingPeriodStarts |
|---|---|---|
| My client pays their VAT quarterly with quarters ended in March, June, September and December |
Set to "Quarterly" | Can be set to any of "January", "April", "July" or "October" |
| My client pays their VAT quarterly with quarters ended in February, May, August and November | Set to "Quarterly" | Can be set to any of "December", "March", "June" or "September" |
| My client pays their VAT monthly | Set to "Monthly" | Can be left blank or set to any month |