Rules for determining VAT on lines

When adding a line on a sales object, the VAT code specified in the line can vary depending on the following characteristics:

The country of the delivery site;
The VAT number of the delivery site;
VAT exemptions defined for the delivery site or the project;

Note

VAT exemption can be defined from the Desktop Application:

on a customer record sheet > Finances tab > VAT information section > Exempt or EU exempt. option.
on a project record sheet > Additional information tab > Management data section > Exempted from VAT on sales option.

For more information, see Creating a customer / prospect's record sheet and Entering additional information.

VAT domains;

Reference

For more information on VAT domains, refer to VAT domains.

The TVA_EXPORT management rule.

Depending on those characteristics:

Either the 0% VAT code is specified;
Or the VAT code of the sold product is specified;
Or the VAT code of the applicable VAT domain is specified.

Akuiteo takes into account the following process to determine the VAT code to specify automatically:

Important

For billing schedules, the delivery site is not available. Instead, the billing site is taken into account.

Characteristics				Result
The country of the delivery site is the same as the country of the object company; OR The country of the delivery site is MC (Monaco) and the country of the object company is FR (France).	The delivery site of the object is subject to VAT; AND The project of the object or the line is subject to VAT on sales.	Neither the customer nor the delivery site has a VAT domain applicable to the VAT code defined on the sold product record sheet.		The VAT code of the sold product is specified.
		The customer or the delivery site has a VAT domain applicable to the VAT code defined on the sold product record sheet. If a VAT domain is specified simultaneously on the delivery site and the customer, the domain of the site is taken into account.		The VAT code from the VAT domain is specified.
	The delivery site is VAT-exempt; OR The project of the object or the line is VAT-exempt on sales.			The 0% VAT code is specified.
The country of the delivery site is different from the country of the object company; AND The country of the delivery site is an EU country, meaning the EU option is checked in the country setup.	The VAT number is not specified on the delivery site of the object; AND The delivery site is subject to EU VAT.	The `TVA_EXPORT` management rule is disabled; OR The management rule is enabled but the country of the delivery site is not listed in the management rule.		The VAT code of the sold product is specified.
		The `TVA_EXPORT` management rule is enabled and the country of the delivery site is listed in the management rule.	Neither the customer nor the delivery site has a VAT domain applicable to the VAT code defined on the sold product record sheet.	The VAT code of the sold product is specified.
			The customer or the site has a VAT domain applicable to the VAT code defined on the sold product record sheet. If a VAT domain is specified simultaneously on the delivery site and the customer, the domain of the site is taken into account.	The VAT code from the VAT domain is specified.
	The VAT number is specified on the delivery site of the object; OR The delivery site is EU VAT-exempt.			The 0% VAT code is specified.
The country of the delivery site is different from the country of the object company; AND The country of the delivery site is not an EU country, meaning the EU option is unchecked in the country setup.	The `TVA_EXPORT` management rule is disabled; OR The `TVA_EXPORT` management rule is enabled but the country of the delivery site is not listed in the management rule.			The 0% VAT code is specified.
	The `TVA_EXPORT` management rule is enabled and the country of the delivery site is listed in the management rule.	Neither the customer nor the delivery site has a VAT domain applicable to the VAT code defined on the sold product record sheet.		The VAT code of the sold product is specified.
		The customer or the delivery site has a VAT domain applicable to the VAT code defined on the sold product record sheet. If a VAT domain is specified simultaneously on the delivery site and the customer, the domain of the site is taken into account.		The VAT code from the VAT domain is specified.

Note

By default, the delivery site of a sales object is the delivery site set as default from the customer record sheet (Desktop Application > People > Customers/Prospects then Sites tab).

However, when the TVA_SITE_AFFAIRE management rule is enabled:

If the object has only one project, the location specified on the project (Desktop Application > Management > Projects then Location tab) is used as the delivery site on the object. If no location is entered on the project, the default delivery site of the customer is used.
If the object is multi-project, the location used as the delivery site on the object is the location of the project that has the line with the highest amount. If the location is not entered on any project of the object, the default delivery site of the customer is used.