Fonction Tax classification @ L.V. Expertise X3

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Entry screen

Presentation

These settings are defined at the company level and depend on the shipping site locations.

When you enter the company, all the tax codes connected to POR legislation, or those without legislation, automatically populate the remaining fields.

For each tax code, you need to define the transaction origin (Mainland, Azores, or Madeira) and the tax level (reduced rate, intermediate rate, normal rate, exemption rate, or other).

Fields

The following fields are present on this tab :

Block number 1

Company (field CPY)

Enter the code for the company related to the SAF-T file extraction process.

Grid

Tax (field VAT)

This field displays the tax code.
SEEINFO The rule set up in the tax code must be identical to the one specified here.

Tax type (field PORTAXTYP)

Select the tax type to assign to the SAF-T file.

The available options depend on the Tax type selection in the Tax rate function (GESTVT).

For example, if the Tax type in the Tax rate function is VAT, you can select VAT or Other for the SAF-T file. If an option than VAT is selected, you can select Tax stamp, IEC, or Other.

If you select Tax stamp, you need to enter the Tax stamp code .

Tax country region (field TAXCRYARA)

Select the Portuguese region where the transaction originated for VAT purposes:

Mainland
Azores
Madeira

If the Tax type is not VAT, the only option is NA.

Tax level (field TAXLEV)

Select the VAT level:

Reduced
Intermediate
Normal
Exemption
Other

If the Tax type is not VAT, the only option is NA.

Tax stamp (field TAXSTPCOD)

Enter the Tax stamp code when the Tax type is Tax stamp.

This field is not available for other tax types.

Generic messages

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation