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3. Configuration of VAT GL Account

Is it done ?
No, there are only US and CANADA Sales Tax accounts for now.

Should it be per rate - different accounts for collected and duty tax for each rate ?
Per rate is not an obligation. A problem here is that it should be dynamic since rates can be created dynamically.

Separating collected and due taxes is mandatory and done in OFBiz though no VAT specific accounts exist.
See point 7. We need at least an incoming tax (sales) GLAccount and an outgoing tax (purchase) GLAccount.

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Currently OFbiz applies global discount on invoice level. This is not valid for VAT. For VAT amount for each line must be known, so discounts have to be applied per line.

5. Reporting

 In In some countries (Poland, Italy, France, Germany, more ?) there is need for monthly or quaterly VAT report with all sales and purchases. Reports can be separated per "Registry". Each registry contains separate type of transactions. E.G  G : EU sales, EU buys, Non EU Buys, Non EU Sells.

 66. Dates

There is not always direct connection between invoice date and VAT. E.g in Poland if purchase invoice is received more than 2 months from purchase it will not decrease amount of VAT to be paid. Same in France, must be the same month, but you may regularise in a delay of 2 years.  

Some invoices can be not valid.

For Export invoice there can be requirement for document which will confirm that goods has been exported (to apply 0% VAT)

 77. Purchase order VAT

I will implement this shortly the following way: (have a customer who wants it)1. add

1. Add a second glAccountId for outgoing tax to the

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1. TaxAuthorityGlAccount.

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1. Adjust the programs to calculate the vat (sales tax) on purchase

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1. orders the same way as sales orders, but use for the productstoreId a

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1. blank entry.

JLR note 2008/11/18 : not sure who wrote that, nothing in Jira yet.

8. Shipment cost VAT

 Shipment Shipment cost should be VAT aware (amounts should be splitted  splitted for netto + VAT on invoices). There is a field for that in Tax Autorithies/Product Rate : TaxAuthorityRateProduct.taxShipping. But shipping amounts are no VAT splitted.

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• An unique bill number based on a chronological and continuous sequence,
• the complete names of salesman and customer with respective addresses,
• the individual number of identification to the VAT of the salesman and customer (the number of VAT of the customer remains optional for operations for operations realised in France),
• the date back to delivery or bill transmission.

On each  each invoice line you must show

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• The tax amount to pay and, by rate, VAT excluded total and corresponding tax (If the liable is brought to bill another VAT that the French VAT, she/he must specify very clearly that it is a tax of such or such foreign country).
• If need be, a mention indicating that the operation benefits from a measure of exemption (with law reference), or of an auto-liquidation or profitable margin system.
• The date at which the payment must take place,
• the rate of the payable penalties begining the day following the date at which the payment must take place,
• discount conditions.

11. Exemption tracking

Currently exemption is not tracked at the accounting level (invoices). Not sure why, but it would be easier to have this information at least in invoices.

Requirements by region

France VAT link there are many other languages links from this link, very interesting
Eu VAT specificities change language if you need

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