Upodi features setting up tax rules for different countries, states and customer types in order to automatically include taxes on your invoices.

The tax rule will be activated when the customer's country (required), state and customer type matches one of the tax rules. These fields are matched for every invoice generation.

Customer types are:

• Consumer, which means a customer without a VAT number.
• Business, which means a customer with a VAT number.

The Product Plan Charges also have to have Taxable enabled, which declares the product is taxable as well as an invoice can be marked with tax exempt, which will cause a single invoice line to void calculation of taxation.

Match rules

Tax calculation is conducted based on the rules setup in the system. Rules are applied in a first-matching result. This means tax is calculated based on the first tax rule match. Rules can be re-arranged by moving rules up and down.

To match any value, use a * character to indicate matching all. If no match is made, no VAT is applied to the invoice.

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Checklist to enable taxation on your invoice

• Customers country (and state) is created as a tax rule
• If Customer Type is defined the customer is of said type
• The product plan charges have "Taxable" enabled

Cheat sheet for matching

Here are a few examples on how the tax matching is done.

Questions?

We're always happy to help with code or other questions you might have! Search our documentation or contact helpdesk. You can also chat live with us using the Intercom icon.