Uploaded image for project: 'Blesta Core'
  1. Blesta Core
  2. CORE-4543

Inclusive tax rate and amount should not appear on invoices

    Details

      Description

      "Inclusive" taxes only (Not Inclusive (Additive) or Exclusive) should not appear on invoices IF the client is not being charged the tax (it is being removed from the package price). If they are being charged the tax, it should still appear.

      For the "Inclusive" only type, remove the line between Subtotal and Total that says:

      TAX NAME (TAX %) AMOUNT

      e.g.

      VAT (20%) $0.83

      Per

      https://www.revenue.ie/en/vat/vat-records-invoices-and-credit-notes/invoices/what-information-is-required-on-a-vat-invoice.aspx

      "In the case of the supply of goods or services for which VAT is accounted for under the reverse charge mechanism, the VAT payable is not displayed on the invoice issued."

      The message on the invoice that says:

      The VAT Reverse Charge Mechanism is used. The tax liability transfers to the purchase.

      SHOULD CONTINUE TO BE PRESENT. DO NOT REMOVE THAT.

        Activity

        admin Paul Phillips created issue -
        admin Paul Phillips made changes -
        Field Original Value New Value
        Description "Inclusive" taxes only (Not Inclusive (Additive) or Exclusive) should not appear on invoices

        For the "Inclusive" only type, remove the line between Subtotal and Total that says:

        TAX NAME (TAX %) AMOUNT

        e.g.

        VAT (20%) $0.83

        Per

        https://www.revenue.ie/en/vat/vat-records-invoices-and-credit-notes/invoices/what-information-is-required-on-a-vat-invoice.aspx

        "In the case of the supply of goods or services for which VAT is accounted for under the reverse charge mechanism, the VAT payable is not displayed on the invoice issued."
        "Inclusive" taxes only (Not Inclusive (Additive) or Exclusive) should not appear on invoices

        For the "Inclusive" only type, remove the line between Subtotal and Total that says:

        TAX NAME (TAX %) AMOUNT

        e.g.

        VAT (20%) $0.83

        Per

        https://www.revenue.ie/en/vat/vat-records-invoices-and-credit-notes/invoices/what-information-is-required-on-a-vat-invoice.aspx

        "In the case of the supply of goods or services for which VAT is accounted for under the reverse charge mechanism, the VAT payable is not displayed on the invoice issued."

        The message on the invoice that says:

        The VAT Reverse Charge Mechanism is used. The tax liability transfers to the purchase.

        SHOULD CONTINUE TO BE PRESENT. DO NOT REMOVE THAT.

        admin Paul Phillips made changes -
        Description "Inclusive" taxes only (Not Inclusive (Additive) or Exclusive) should not appear on invoices

        For the "Inclusive" only type, remove the line between Subtotal and Total that says:

        TAX NAME (TAX %) AMOUNT

        e.g.

        VAT (20%) $0.83

        Per

        https://www.revenue.ie/en/vat/vat-records-invoices-and-credit-notes/invoices/what-information-is-required-on-a-vat-invoice.aspx

        "In the case of the supply of goods or services for which VAT is accounted for under the reverse charge mechanism, the VAT payable is not displayed on the invoice issued."

        The message on the invoice that says:

        The VAT Reverse Charge Mechanism is used. The tax liability transfers to the purchase.

        SHOULD CONTINUE TO BE PRESENT. DO NOT REMOVE THAT.

        "Inclusive" taxes only (Not Inclusive (Additive) or Exclusive) should not appear on invoices IF the client is not being charged the tax (it is being removed from the package price). If they are being charged the tax, it should still appear.

        For the "Inclusive" only type, remove the line between Subtotal and Total that says:

        TAX NAME (TAX %) AMOUNT

        e.g.

        VAT (20%) $0.83

        Per

        https://www.revenue.ie/en/vat/vat-records-invoices-and-credit-notes/invoices/what-information-is-required-on-a-vat-invoice.aspx

        "In the case of the supply of goods or services for which VAT is accounted for under the reverse charge mechanism, the VAT payable is not displayed on the invoice issued."

        The message on the invoice that says:

        The VAT Reverse Charge Mechanism is used. The tax liability transfers to the purchase.

        SHOULD CONTINUE TO BE PRESENT. DO NOT REMOVE THAT.

        jonathan Jonathan Reissmueller made changes -
        Rank Ranked higher
        jonathan Jonathan Reissmueller made changes -
        Sprint 5.3.0 Sprint 5 [ 146 ]
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked lower
        admin Paul Phillips made changes -
        Fix Version/s 5.2.3 [ 11723 ]
        Fix Version/s 5.2.2 [ 11721 ]
        abdy Abdy Franco made changes -
        Assignee Abdy Franco [ abdy ]
        abdy Abdy Franco made changes -
        Status Open [ 1 ] In Progress [ 3 ]
        abdy Abdy Franco made changes -
        Remaining Estimate 0 minutes [ 0 ]
        Time Spent 3 hours, 39 minutes [ 13140 ]
        Worklog Id 15432 [ 15432 ]
        abdy Abdy Franco made changes -
        Status In Progress [ 3 ] In Review [ 5 ]
        Resolution Fixed [ 1 ]
        Hide
        jonathan Jonathan Reissmueller added a comment - - edited

        Sorry to chime in this late, but this task could be an issue. The UK guidelines state:

        clearly state how much VAT is due under the reverse charge, or the rate of VAT if the VAT amount cannot be shown, but the VAT should not be included in the amount charged to the customer

        https://www.gov.uk/guidance/vat-reverse-charge-technical-guide#invoices

        Show
        jonathan Jonathan Reissmueller added a comment - - edited Sorry to chime in this late, but this task could be an issue. The UK guidelines state: clearly state how much VAT is due under the reverse charge, or the rate of VAT if the VAT amount cannot be shown, but the VAT should not be included in the amount charged to the customer https://www.gov.uk/guidance/vat-reverse-charge-technical-guide#invoices
        Hide
        admin Paul Phillips added a comment -

        Jonathan Reissmueller Good find. Looks like different countries have different rules on this, and this may need to be implemented as a setting.. then people can disable display of the tax rate and amount on invoices if they want to through the setting, but default to current behavior. What do you think? Maybe we can push this to a release after 5.3.0.

        Show
        admin Paul Phillips added a comment - Jonathan Reissmueller Good find. Looks like different countries have different rules on this, and this may need to be implemented as a setting.. then people can disable display of the tax rate and amount on invoices if they want to through the setting, but default to current behavior. What do you think? Maybe we can push this to a release after 5.3.0.
        Hide
        abdy Abdy Franco added a comment -

        Since each country has different rules on how to handle VAT, I think it would be appropriate to implement those rules in the Tax Providers. This way we can define the behavior for the invoices differently for each country or region.

        Show
        abdy Abdy Franco added a comment - Since each country has different rules on how to handle VAT, I think it would be appropriate to implement those rules in the Tax Providers. This way we can define the behavior for the invoices differently for each country or region.
        Hide
        admin Paul Phillips added a comment -

        Abdy Franco So it would be determined based on whether EU VIES VAT or UK HMRC VAT is enabled? If EU, would we base it on the Tax Home country? What if both EU and UK VAT are enabled?

        Show
        admin Paul Phillips added a comment - Abdy Franco So it would be determined based on whether EU VIES VAT or UK HMRC VAT is enabled? If EU, would we base it on the Tax Home country? What if both EU and UK VAT are enabled?
        Hide
        jonathan Jonathan Reissmueller added a comment -

        I believe it would be dependent on the purchasing client's country.

        Show
        jonathan Jonathan Reissmueller added a comment - I believe it would be dependent on the purchasing client's country.
        jonathan Jonathan Reissmueller made changes -
        Sprint 5.3.0 Sprint 5 [ 146 ] 5.4.0 Sprint 1 [ 148 ]
        jonathan Jonathan Reissmueller made changes -
        Fix Version/s 5.4.0-b1 [ 11719 ]
        Fix Version/s 5.2.3 [ 11723 ]
        Original Estimate 0 minutes [ 0 ]
        jonathan Jonathan Reissmueller made changes -
        Sprint 5.4.0 Sprint 1 [ 148 ] 5.4.0 Sprint 2 [ 149 ]
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked higher
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked lower
        jonathan Jonathan Reissmueller made changes -
        Sprint 5.4.0 Sprint 2 [ 149 ] 5.4.0 Sprint 2, 5.4.0 Sprint 3 [ 149, 152 ]
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked higher
        jonathan Jonathan Reissmueller made changes -
        Fix Version/s 5.5.0-b1 [ 11726 ]
        Fix Version/s 5.4.0-b1 [ 11719 ]
        jonathan Jonathan Reissmueller made changes -
        Sprint 5.4.0 Sprint 2, 5.4.0 Sprint 3 [ 149, 152 ] 5.4.0 Sprint 2 [ 149 ]
        jonathan Jonathan Reissmueller made changes -
        Sprint 5.4.0 Sprint 2 [ 149 ] 5.4.0 Sprint 2, 5.5.0 Sprint 1 [ 149, 153 ]
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked higher
        jonathan Jonathan Reissmueller made changes -
        Resolution Fixed [ 1 ]
        Status In Review [ 5 ] Reopened [ 4 ]
        jonathan Jonathan Reissmueller made changes -
        Sprint 5.4.0 Sprint 2, 5.5.0 Sprint 1 [ 149, 153 ] 5.4.0 Sprint 2, 5.5.0 Sprint 2 [ 149, 154 ]
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked lower
        jonathan Jonathan Reissmueller made changes -
        Sprint 5.4.0 Sprint 2, 5.5.0 Sprint 2 [ 149, 154 ] 5.4.0 Sprint 2, 5.5.0 Sprint 1 [ 149, 153 ]
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked higher
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked lower
        jonathan Jonathan Reissmueller made changes -
        Sprint 5.4.0 Sprint 2, 5.5.0 Sprint 1 [ 149, 153 ] 5.4.0 Sprint 2, 5.5.0 Sprint 1, 5.5.0 Sprint 2 [ 149, 153, 154 ]
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked higher
        jonathan Jonathan Reissmueller made changes -
        Sprint 5.4.0 Sprint 2, 5.5.0 Sprint 1, 5.5.0 Sprint 2 [ 149, 153, 154 ] 5.4.0 Sprint 2, 5.5.0 Sprint 1, 5.5.0 Sprint 3 [ 149, 153, 155 ]
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked lower
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked lower
        jonathan Jonathan Reissmueller made changes -
        Sprint 5.4.0 Sprint 2, 5.5.0 Sprint 1, 5.5.0 Sprint 3 [ 149, 153, 155 ] 5.4.0 Sprint 2, 5.5.0 Sprint 1 [ 149, 153 ]
        jonathan Jonathan Reissmueller made changes -
        Rank Ranked lower
        jonathan Jonathan Reissmueller made changes -
        Fix Version/s Short Term [ 10800 ]
        Fix Version/s 5.5.0-b1 [ 11726 ]

          People

          • Assignee:
            abdy Abdy Franco
            Reporter:
            admin Paul Phillips
          • Votes:
            0 Vote for this issue
            Watchers:
            3 Start watching this issue

            Dates

            • Created:
              Updated:

              Time Tracking

              Estimated:
              Original Estimate - 0 minutes
              0m
              Remaining:
              Remaining Estimate - 0 minutes
              0m
              Logged:
              Time Spent - 3 hours, 39 minutes
              3h 39m

                Agile