Skip to content

Issued Tax Document

The Issued Tax Document module (IssuedTaxDocument) is used when you receive an advance payment (prepayment), but the final fulfillment (delivery of goods/services) occurs later (more than 15 days).

Legislation

If you are a VAT payer and receive a payment before the Taxable Supply Date (DUZP), you must issue this document within 15 days to remit VAT on the received advance.

Workflow

  1. Proforma Invoice created.
  2. Payment received (paired with proforma).
  3. From the Payment (or Proforma) detail, select Create Tax Document.
  4. The system creates a document that:
    • Breaks down VAT from the received amount.
    • Serves for your accounting and for the customer to deduct VAT.
  5. When issuing the final Invoice, this document (along with the proforma) is deducted to avoid double taxation.

:material-table: Field Reference Manual