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When creating a sales invoice, go section Line Item List.
Fill in line item mandatory fields
Select correct Tax Category from the list. Default selection is Standard rate. You can find description of each tax category from here: https://opuscapita.atlassian.net/wiki/spaces/HTUCSP/pages/12605489162/Taxes+and+surcharges+on+invoices#Supported-tax-categories.
Add VAT % or leave empty if Tax category is Services outside scope of tax
Make sure that different 0% tax categories with 0% VAT are not used in one invoice.
Press Save to save a draft or send to the customer.
Note:The application will notify you have made an incorrect tax category and/or VAT% selection. For example if you have selected Standard rate tax category and tax percentage is 0%, following error is displayed:
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Tax category name | Description and requirements | Tax % value | VAT-ID required |
|---|---|---|---|
Standard rate | Invoice has a VAT percentage higher than 0%. Standard rate is the default category when creating a new sales invoice.
| Higher than 0% | ✅ |
Zero rated goods | Invoice item has 0% tax according to the local legislation.
| 0% | ✅ |
Exempt from tax | Seller or invoice items are taxes applicable for tax.
| 0% | ✅ |
VAT reverse charge | Standard VAT rate is levied from the invoicee (customer).
| 0% | ✅ |
Services outside scope of tax | Taxes are not applicable to the services.
| Must be empty | Not required |
VAT exempt for export outside of EU | Invoice item is free export and taxes are not charged.
| 0% | ✅ |
VAT exempt for supply inside of EEA | Invoice item is VAT exempt due to an intra-community supply in the European Economic Area.
| 0% | ✅ |
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Surcharges
When a supplier creates an invoice from a purchase order, the the surcharges are copied to the invoice. Surcharges can be added only to an order if the customer has configured the surcharges in this company settings.