# Taxation https://docs.wisecp.com/es/taxation 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. ### Paid numbering - **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`. ## Related Articles - [Creating an Invoice](https://docs.wisecp.com/en/creating-an-invoice) - [Invoices](https://docs.wisecp.com/en/invoices) - [Currencies](https://docs.wisecp.com/en/currencies) - [Tax Accrual Report](https://docs.wisecp.com/en/tax-accrual-report)