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    Mario Cura Barba
    How to perform a right IntraEU supplier and tax setup for...Answered
    Topic posted April 13, 2018 by Mario Cura BarbaRed Ribbon: 250+ Points, last edited January 30, 2019, tagged Payables 
    86 Views, 4 Comments
    Title:
    How to perform a right IntraEU supplier and tax setup for Payables?
    Content:

    Hello,

    we are not able to create an AP invoice for an intraEU supplier (the customer is Spanish) and get the taxes applied. We have created a rule for IntraEU standard AP invoices, but when trying to calculate tax, the system does not add any lines. See attached the tax rule setup.

    Many thanks,


    Mario

    Image:

    Best Comment

    Alexey Shtrakhov

    Hi Mario,

    Thanks for provided screenshot.So first things first. I think you now cannot get generated even basic ES VAT STANDARD RATE, so make this work you have to

    1) modify your Place of Supply rule to change the default Bill From to Bill To. If you dont modify this then Place of Supply of your AP invoice is Supplier country (based on your default rule) and if it is other then Spain, then this ES tax regime will not be eligible.

    2) then you can modify / add applicability rule to say that this tax is applicable if Transaction type is PURCHASE_TRANSACTION and Bill-To is Spain.


    Then after you get your default tax calculated you can continue modifying:

    3) Status Rules: to get the proper status based on transaction data (INTRA EU Good / Services etc)
    4) Rate Rules: to get the proper rate for the status

    Alexey

    Comment

     

    • Alexey Shtrakhov

      It depends what are the default settings behind your tax.


      Please can you send the tax defaults screenshot:
      1) FSM task: Manage Taxes
      2) Find and open your tax
      3) Provide screenshot from Tax Default Rules

    • Mario Cura Barba

      Hello Alexey,

      see it attached.

      Regards,

    • Alexey Shtrakhov

      Hi Mario,

      Thanks for provided screenshot.So first things first. I think you now cannot get generated even basic ES VAT STANDARD RATE, so make this work you have to

      1) modify your Place of Supply rule to change the default Bill From to Bill To. If you dont modify this then Place of Supply of your AP invoice is Supplier country (based on your default rule) and if it is other then Spain, then this ES tax regime will not be eligible.

      2) then you can modify / add applicability rule to say that this tax is applicable if Transaction type is PURCHASE_TRANSACTION and Bill-To is Spain.


      Then after you get your default tax calculated you can continue modifying:

      3) Status Rules: to get the proper status based on transaction data (INTRA EU Good / Services etc)
      4) Rate Rules: to get the proper rate for the status

      Alexey

    • Mario Cura Barba

      Thanks Alexey.

      Regards,

      Mario