Updating VAT in Sage Pastel

This is for anyone using Sage Pastel to update the VAT rate to the new rate (as of January 1st, it was updated to 15.5% by ZIMRA). 

Step 1: Open Your Company

1. Launch Sage Pastel

2. Open the company where you want to change tax rates

Step 2: Go to the Tax Setup Screen

1. On the top menu, click Setup

2. Select Tax

3. Then click General Settings

This opens the VAT/tax configuration.

Step 3: Update the Tax Percentage

1. Go to the Percentages tab

2. Look for the tax type you want to update (e.g., Tax Type 01, Tax Type 15, etc.)

3. Click on the Percentage field

4. Change the percentage to the new VAT rate

   • Example: Change 15% → 15.5%

Step 4: Update Each Tax Code (If Needed)

Depending on your Pastel version, you may need to update tax codes individually.

1. While still in Setup → Tax, click Tax Types / Tax Codes

2. Go through the following:

   • Input VAT Codes (usually codes starting with 14, 15)

   • Output VAT Codes (1–10)

3. Update the % Rate for each tax code that should use the new rate

Don’t change “No Tax” codes like 00 or 02.

Step 5: Save

Click OK or Save to apply changes.

Step 6: Verify changes in Fiscal Harmony

With your Pastel still open, open your Fiscal Harmony Plugin for Sage Pastel (if it is open, please exit it and reopen it to ensure it uses updated settings).

1. Click on the Setup button on the left to open the file sttings.

2. With the menu open, click "Test Connection" to verify if your tax is connected to Fiscal Harmony. Make sure you have an internet connection.

3. When the connection has been verified, close the window.

Step 7: Update Tax settings on Plugin

With your plugin still open, click on the Tax Mapping button to open the Tax Mappings menu. This will display all your tax mappings to update.

1. Click on the dropdown for the Tax Name and select the one you set up earlier for the new VAT tax rate.

2. Click on the dropdown for the Tax Rate and select the one you want to use (for example, choosing Standard Rate 15.5% for the 15.5% tax rate).

3. Click "Save" to save the mapping for that tax rate. It should show a new item in the table below.

Once all of this is done, you may close the menu and test any invoice on the table shown on the plugin window. Click "Retry" if there are any failed invoices before this setup.

If you need any further assistance, remember to open a ticket on our support page.