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Next, follow up the particularities in the credit notes generation, concerning tax calculation.
The invoices series must be properly registered in Form Control. After series are registered, the electronic invoices can be generated using manual or automatic. The document number is also validated and must belong in the interval registered for the series. |
In Procedures, see some examples of how to add credit notes considering the IVA calculation. The resource also features the ICA calculation, which follows the same reasoning, like the calculation of ICA withholding and VAT Withholding.
Procedures
Adding a debit note:
1. In Credit and Debit Notes, the System displays the routine parameters window.
2. Configure parameters and confirm.
A window comes up with parameters related to the note generic data.
3. Fill out data according to field help instructions.
4. Enter debit note after Product and Customer are pre-registered.
Customers and Suppliers File includes the taxpayer type classification of the Note addressees. Thus, check the correct completion. |
5. Fill out data and confirm them.
The system displays invoices already issued.
6. Select Add.
The option NDC (Customer Debit Note) must be indicated in the field type of Form Control (see Main Fields and Controls of mentioned routine) in the registration of a range of forms. |
The following are cases when the Sales Tax is used (IVA) , which can guide the completion of next stage fields:
CASE 1: TIO 519 - Invoicing of Customer Debit Note (NDC) calculating IVA, no calculation of AUI
1. Inform TIO type , quantity of product invoiced, the individual value of product, freight (FOB), insurance amount, and expenses amount:
Inform Standard TIO 519;
Enter Quantity. Ex:1;
Enter individual amount. Ex: $50,000.00;
Enter freight (FOB). Ex: $500.00;
Enter insurance Ex: $1,000.00;
Enter expenses. Ex: $1,500.00;
2. Confirm the addition.
Outcome of Example: Invoice generated with calculated IVA and added to total of document, rate of 16% (IVA basis = 52,000.00 and IVA value = 8,320.00). Total: 61,320.00. Trade Note Total: 61,320.00. |
CASE 2: TIO 523 - Invoicing of Customer Debit Note (NDC) calculating IVA, no calculation of AUI
1. Enter TIO type , quantity of product invoiced, the individual value of product, freight (FOB), insurance amount, and expenses amount:
Enter Standard TIO 523;
Enter Quantity. Ex:1;
Enter individual amount. Ex: $50,000.00;
Enter freight (FOB). Ex: $500.00;
Enter insurance Ex: $1,000.00;
Enter expenses. Ex: $1,500.00;
2. Confirm the addition.
Outcome of Example: Invoice generated with calculated IVA and added to total of document, rate of 11% (IVA basis = 52,000.00 and IVA value = 5,720.00). Total: 58,720.00. Trade Note Total: 58,720.00. |
CASE 3: TIO 519 - Invoicing of Customer Credit Note (NCC) calculating IVA (product with rate), no calculation of AUI
1. Enter TIO type , quantity of product invoiced, the individual value of product, freight (FOB), insurance amount, and expenses amount:
Inform Standard TIO 519;
Enter Quantity. Ex:1;
Enter individual amount. Ex: $50,000.00;
Enter freight (FOB). Ex: $500.00;
Enter insurance Ex: $1,000.00;
Enter expenses. Ex: $1,500.00;
2. Confirm the addition.
Outcome of Example: Invoice generated with calculated IVA and added to total of document, rate of 1% (IVA basis = 52,000.00 and IVA value = 520.00). Total: 53,520.00. Trade Note Total: 58,200.00. |
CASE 4: TIO that indicates EXEMPTED IVA - Invoicing of Customer Credit Note (NCC) calculating EXEMPTED IVA , no AUI calculation.
1. Enter TIO type that estimate IVA exemption (indicate 3-exempted in the filed Calculate IVA), the quantity of product to be invoiced, enter individual amount of product, freight (FOB), insurance and expenses amounts:
Enter registered Standard TIO;
Enter Quantity. Ex:1;
Enter individual amount. Ex: $50,000.00;
Enter freight (FOB). Ex: $500.00;
Enter insurance Ex: $1,000.00;
Enter expenses. Ex: $1,500.00;
2. Confirm the addition.
Outcome of Example: Invoice generated with calculated IVA and added to total of document, rate of 0% (IVA basis = 0.00 and IVA value = 0.00). Total: 53,000.00. Trade Note Total: 53,000.00. |
CASE 5: TIO that indicates EXEMPTED IVA - Invoicing of Customer Credit Note (NCC) calculating EXEMPTED IVA , no AUI calculation.
1. Enter TIO type that estimate IVA exemption (indicate 2-exempted in the filed Calculate IVA), the quantity of product to be invoiced, enter individual amount of product, freight (FOB), insurance and expenses amounts:
Enter registered Standard TIO;
Enter Quantity. Ex:1;
Enter individual amount. Ex: $50,000.00;
Enter freight (FOB). Ex: $500.00;
Enter insurance Ex: $1,000.00;
Enter expenses. Ex: $1,500.00;
2. Confirm the addition.
Outcome of Example: Invoice generated without IVA, even though TIO has tied calculations, there is no addition of IVA to the total of document, rate of 0% (IVA base = 0.00 and IVA amount = 0.00). Total: 53,000.00. Trade Note Total: 53,000.00. |
CASE 6: TIO 528 - Invoicing of Customer Credit Note (NDC) calculating IVA and AUI.
Enter TIO type, quantity of product invoiced, the individual value of product, freight (FOB), insurance amount, and expenses amount:
1. Inform Standard TIO 528;
Enter Quantity. Ex:1;
Enter individual amount. Ex: $50,000.00;
Enter freight (FOB). Ex: $500.00;
Enter insurance Ex: $1,000.00;
Enter expenses. Ex: $1,500.00;
2. Confirm the addition.
Outcome of Example: Invoice generated with calculated IVA and AUI, adding just IVA to the total of the document. AUI rate of 10% (AUI basis = 50,000.00 and AUI amount = 5,000.00). IVA rate of 10% (IVA basis = 500.00 and IVA amount = 50.00). 53,050.00. Trade Note Total: 53,050.00. |
See Also
- ICA on Invoice
- ICA Withholding
- VAT Withholding
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