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Before you export a VAT customer invoice, you can split the VAT customer invoice to create multiple invoice documents. You can also combine multiple VAT customer invoices to create one invoice export document that contains the line details of the original invoices.
A VAT customer invoice is generated when you post a customer transaction that uses the sales tax group for VAT and the item sales tax group for VAT. You can generate a VAT customer invoice from a sales order, return sales order, credit note, free text invoice, or project sales invoice.
Yes. You can create one tax integration profile for multiple types of documents.
You should split a VAT customer invoice if the Over amount limit check box is selected on the VAT invoice integration page. The Over amount limit option is selected for the invoices that have a total invoice amount that exceeds the amount limit that you specify in the Maximum invoice amount field on the Tax integration profiles page.
You can combine VAT customer invoices that use the same invoice account number and sales tax code.
You can only export an invoice one time.
Yes. You can customize VAT customer invoices by adding other fields, and then export the VAT customer invoices as text files.
To customize VAT customer invoices to include other details, follow these steps:
- On the Electronic reporting page, select Reporting configurations to open Configurations, and select Golden Tax(CN) in the tree.
- Click Designer. Add other fields on the tree under Exported Invoices > Invoices, and save the GER model.
- Click Map model to data source and select Golden Tax > Designer.
To map the added fields to table, follow these steps:
- Click Save and return to Configurations.
- Select GoldenTax(CN) in the tree.
- Click Change status > Complete to get a new version of the model.
- Expand GoldenTax(CN) in the tree.
- Select GoldenTax(CN) format in the tree.
- Click Rebase. Confirm that the target version is the new completed version.
- Click OK to finish the rebase process.
- Click Designer to open format designer.
- In the format designer, add new fields in the tree present in text files.
- Select the newly added field, and click the Mapping tab in the right pane.
- Expand the model in the tree.
- Select new added model field and click Bind.
- Click Save to save format mapping.
- Click Change status > Complete to get a new version.