Global to South Africa Edition Migration Tool
Zoho Books has various editions customized for different countries to ensure accurate tax handling. If your business is based in South Africa and you’ve been using the Global edition, you can migrate to the South Africa edition. This allows you to manage transactions in accordance with South Africa’s VAT regulations.
Why Switch to South Africa Edition?
- VAT rates will be auto-populated based on the VAT rules applicable for South Africa edition.
- You can mark your VAT201 Return as filed within Zoho Books and access the report to track VAT payments, penalties, and corrections for any missed sales transactions.
- You can generate comprehensive VAT Audit Reports for your VAT201 Returns and verify your transactions.
Migrate to South Africa Edition
The migration tool can be accessed only if:
- Your Zoho Books organization belongs to the Global edition, and in the Organization Profile page, the Organization Location is South Africa and the Base Currency is ZAR.
- TDS is disabled in your organization.
- If you’ve integrated your Zoho Books with Zoho Expense, the Reimbursement Currency feature in Zoho Expense must be disabled.
- If you’ve integrated your Zoho Books organization with Zoho Inventory, the POS Integration in Zoho Inventory must be disabled.
You can now access the South Africa edition migration tool. Here’s how:
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Click Migrate to South Africa Edition on the left sidebar. The details regarding the migration and VAT rules will be displayed.
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In the Prerequisites section, the list of unsupported preferences and integrations will be displayed. You must disable them to proceed with the migration.
To disable the integrations:
- Click Proceed to Disable next to the unsupported integration. You’ll be redirected to the respective Integration page.
- Click Disable Integration.
The integration will be disabled.
To disable the unsupported preferences:
- Click Proceed to Disable next to Unsupported Preferences.
- In the pop-up that appears, the list of unsupported preferences will be displayed. Click Disable.
The preferences will be disabled.
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Select the Tax Preferences for Migration. There are two types of tax preferences:
Migrate Including Tax
If your business is VAT registered, you’ll have to provide the VAT details and map the existing tax rates to the Standard VAT rates and the Zero rates in the South Africa edition.
Migrate Excluding Tax
If your business is not VAT registered, and you have tax rates enabled in your organization, you’ll have to mark those tax rates as Inactive and proceed with the migration. Once you migrate, you can apply the new tax rates according to the South Africa VAT regulations.
Note: You can also back up your data if required. Learn more about data backup.
- Once you’ve configured all your preferences, click Proceed.
- In the pop-up that appears, click Proceed to confirm.
If you’ve selected the Tax Preference as Migrate Including Tax, you’ll be redirected to the Configure VAT for South Africa edition page, where you will provide the following details:
- Provide the VAT Registration Number Label that you follow for your organization.
- Enter the VAT Registration Number of your organization.
- Check the option Enable trade with contacts outside South Africa if your business is involved in exports or international trade.
- Provide the date on which you had registered VAT for your organization.
- Provide the date in which you want to generate the first tax return.
- Click Next.
- In the Map Tax Rates page, map the existing tax rates in your organization with their corresponding VAT rates.
- Click Save.
If you’ve selected Migrate Excluding Tax as the required Tax Preference, your organization will directly be migrated to the South Africa edition.
You’ve now migrated your Zoho Books organization to the South Africa edition. You can now create and manage transactions as per the VAT regulations of the South Africa edition.
Note: The VAT201 report will not be generated for transactions recorded before the migration date. Similarly, after you migrate to the South Africa edition, if you record a transaction before the migration date, the VAT201 report will not be generated for that transaction either.
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