Taxes and Rates
Set up the tax rates that will appear by default on your invoices (VAT, withholding)
IVARegime
Mainland and BalearicsWhere your company is established. It sets the indirect tax for all documents.
Company tax zoneChanging the zone recalculates the default indirect tax of every document.
InvoiceMainSale to a customer · the document with tax value
Indirect tax · IVA*
Regime key*
For professionals and some retailers. It is negative, it is subtracted from the total.
Tied to the VAT rate. The retail customer bears it.
Payment method*
Payment term*
Other documents
Indirect tax · IVA*
For professionals and some retailers. It is negative, it is subtracted from the total.
Tied to the VAT rate. The retail customer bears it.
Indirect tax · IVA*
For professionals and some retailers. It is negative, it is subtracted from the total.
Tied to the VAT rate. The retail customer bears it.
No tax value
The delivery note carries no taxes of its own. When converted to an invoice it inherits the invoice defaults.
Uses the invoice values
The recurring invoice takes the invoice's default taxes each time it is issued.
IVA paid*
The one you withhold on the supplier's invoice. It is subtracted from the amount payable.
The surcharge is only set if your own company is under the equivalence surcharge, paid on purchases.
How it will apply
Invoice · example of 1.000,00 €
Taxable base1.000,00 €
IVA 21 %+ 210,00 €
Invoice total1.210,00 €
Rough calculation on a base of 1.000,00 €. The customer's taxes, if any, take precedence over these.
The customer record takes precedence
If the customer or supplier has their own taxes (withholding, surcharge, zone exemption), those apply. The hierarchy is customer, then document settings and, last, these global values. It is set in each customer's record.
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