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Taxation (VAT)

Learn how Upodi handles VAT and taxation.

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 at 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.

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

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

Match rule
Customer
Condition output

Customer type = Business
Country = *
State = *

VAT number present
Country = Isreal
State = nothing

Match

Customer type = Business
Country = Norway
State = *

VAT number present
Country = Denmark
State = nothing

No match

Customer type = *
Country = *
State = *

VAT number present
Country = Denmark
State = nothing

Match

Questions?

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Taxation (VAT)


Learn how Upodi handles VAT and taxation.

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