Taxation

88 Aufrufe Markdown

Set each country's tax rate and the numbering your invoices follow.

Reaching the Screen

Panel menu: Settings, Billing Settings, Taxation: {admin}/financial/taxation.

Tab addresses: {admin}/financial/taxation?tab=detail, {admin}/financial/taxation?tab=tax-rates, {admin}/financial/taxation?tab=advanced; without one, Settings.

What Is on the Screen

Settings Taxation on or off, the type, the local rate.
Rules A rule per country or state, plus a bulk-load button. Each row can be edited or deleted from its own menu.
Advanced Numbering, sign-up tax fields, invoice settings.

The Settings tab

Tax Exclusive reads a price as pre-tax and adds tax on top. Tax Inclusive reads it as tax-included and takes the tax out.

At 20%: 100 exclusive bills 100 + 20 = 120; 100 inclusive bills 83.33 + 16.67 = 100.

The Rules tab

A rule sets the rate for a country or one of its states. The table lists country, state and rate; the arrow opens one.

A rule holds named rows with their own rates, shown added together.

Your country's rule and Local Tax Rate (%) are one figure. There is no delete button: clear every row and save.

Use whole numbers: a decimal is stored but only its whole part counts. A country appears once its rate is above zero.

The Advanced tab

Two independent series: Proforma Invoice Numbering at creation, Paid Invoice Numbering at first payment. Until a counter is saved, numbers come from the record number.

Client Tax Information covers the corporate sign-up form's two tax fields.

Fields

Taxation and rate

Taxation System The gate for the tab; it also sets tax status on hand-made invoices.
Taxation Type Tax Exclusive by default; it changes what prices mean, not numbers.
Local Tax Rate (%) For your own country, and addresses with no country. A country with no rule pays nothing; saving updates that rule.

Tax rule window

Country Required; saving without it gives Please select a country. Locked once saved.
State/Province Optional; covers that state and beats the country rule. Locked once saved.
State/Province The last, unlabelled entry opens a text box; the name joins the country's address list.
Tax One or more rows with a name and rate, summed. All-empty rules drop out.

Proforma numbering

Status The gate for the two fields below. Off, the number comes from the record number.
Sequential Numbering Format Must contain {NUMBER}; {DAY}, {MONTH}, {YEAR} come from the writing moment, not the invoice date.
Next Invoice Number The next number, saved while the status is on; rises by one.
Status Decides whether a paid invoice is renumbered. Off, it keeps its number.
Sequential Numbering Format Same rule; here the number is written at payment.
Next Invoice Number The paid counter, saved while the status is on.

Client Tax Information

Shown in the client area Puts Tax Number on the corporate form; clearing drops the required setting.
Set as required field Works while Tax Number is shown; blocks saving without one.
Shown in the client area The same pair for Tax Office.
Set as required field Works while Tax Office is shown; individual accounts see neither.

Invoice behaviour

Invoice Formalization Needs taxation on; adds the formalization lists to Billing.
Balance Taxation Apply Tax taxes balance top-ups, No Tax does not; purchases unaffected.
Show Invoices Without Login Opens the share link; off, the address leads nowhere.
Hide Personal Details on Shared Invoices On a shared link, hides identity, tax details and address.
Allow Partial Payments Clients may pay part of an invoice and leave the rest open; when off, an invoice closes only when paid in full. Staff can still record partial payments from the panel.
Charge Tax on Payment Commission Taxes commission and installment surcharge.
Delete Invoice Item Meant to drop a cancelled order's line; not in use.
Order/Invoice Creation On, order and invoice are written at checkout; off, after payment.
PDF Font Family Automatic (Recommended) picks for you; name one if PDF characters break.
Custom Notes One per language, shown under the invoice and in the PDF. {CLIENT_ID}, {CLIENT_TAX_NUMBER} and {CLIENT_TAX_OFFICE} fill in customer details, masked on a shared link while Hide Personal Details on Shared Invoices is on.

Tasks

Turning taxation on

  1. On Settings tick Taxation System.
  2. Choose Tax Exclusive or Tax Inclusive to match your prices.
  3. Type your rate into Local Tax Rate (%) and save.
  4. Rules lists your country at that rate; new invoices are taxable.

Adding a country rule

  1. On Rules click New Tax Rule and pick the Country.
  2. Leave State/Province empty for the whole country, or pick one.
  3. Fill the Tax rows with a name and a rate, using Add for a second tax.
  4. Save. The country appears with its rows summed.

Loading built-in rates

  1. On Rules click Define All Tax Rates and confirm.
  2. Twenty-nine countries at once: the European Union, Türkiye and the United Kingdom.
  3. A country with no named rows gets one unnamed row; hand-written rows are kept.

Numbering invoices

  1. On Advanced tick Status under Proforma Invoice Numbering.
  2. Write the pattern in Sequential Numbering Format and set Next Invoice Number.
  3. Repeat under Paid Invoice Numbering for a separate series, then save.
  4. The next invoice takes a proforma number, renumbered when marked paid.

Things to Watch

Changing the type changes what prices mean

Nothing stored is re-priced; only the next document reads the figures differently. Review the catalogue.

Define All Tax Rates overwrites without asking

One click writes all twenty-nine countries, hand-set rates and Local Tax Rate (%) included. Named rows stay in place. There is no undo.

A paid invoice can get a different number

With paid numbering on, the proforma number is replaced at payment. Leave it off if one number per invoice matters.

Required Privileges

The whole screen sits behind FINANCIAL_TAXATION: menu, page and every save.

Downloading the rules table follows TABLE_EXPORT.

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