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Next, follow up the particularities in the credit notes generation, concerning tax calculation.
The invoice series must be properly registered in Form Control. Once 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 includes the ICA calculation, which follows the same reasoning, as well as the ICA Withhold and VAT Withholding.
Procedures
Adding a credit 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. Product and Customer pre-registered, entry credit note.
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.
When the registration of a range of forms for Credit operations in the Invoicing module is made, the NCC option (Customer Credit Note) must be indicated in the type field of Form Control (see Main Fields and Controls of routine mentioned). |
The follow are cases when Tax on Sales (IVA) is used, which can guide the completion of fields in the next stages:
CASE 1: TIO 009 - Invoicing of Customer Credit Note (NCC) 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; 009;
Enter Quantity. Ex: 1;
Enter individual value. 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 012 - Invoicing of Customer Credit Note (NCC) 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; 012;
Enter Quantity. Ex:1;
Enter individual value. 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 10% (IVA basis = 52,000.00 and IVA value = 5,200.00). Total: 58,200.00. Trade Note Total: 58,200.00. |
CASE 3: TIO 009 - Invoicing of Customer Credit Note (NCC) 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; 009;
Enter Quantity. Ex:1;
Enter individual value. 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-exempt 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-exempt 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 027 - Invoicing of Customer Credit Note (NCC) calculating IVA and AUI.
1. Enter TIO type, quantity of product invoiced, the individual value of product, freight (FOB), insurance amount, and expenses amount:
Enter Standard TIO; 027;
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;
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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