Tax classification
This function is used has a prerequisite to the SAF-T PT file extraction.Tax codes are determined according to the following classifications: transaction region origin (Mainland, Azores, and Madeira) and tax level (reduced rate, intermediate rate, normal rate, exemption rate, or other).
Prerequisites
Refer to documentation Implementation
Screen management
Entry screen
These settings are defined at the company level and depend on the shipping site locations.
When you enter the company, all the tax codes connected to POR legislation, or those without legislation, automatically populate the remaining fields.
For each tax code, you need to define the transaction origin (Mainland, Azores, or Madeira) and the tax level (reduced rate, intermediate rate, normal rate, exemption rate, or other).
Block number 1
| Company (field CPY) |
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Enter the code for the company related to the SAF-T file extraction process. |
| Tax (field VAT) |
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This field displays the tax code. |
| Tax type (field PORTAXTYP) |
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Select the tax type to assign to the SAF-T file. The available options depend on the Tax type selection in the Tax rate function (GESTVT). For example, if the Tax type in the Tax rate function is VAT, you can select VAT or Other for the SAF-T file. If an option than VAT is selected, you can select Tax stamp, IEC, or Other. If you select Tax stamp, you need to enter the Tax stamp code . |
| Tax country region (field TAXCRYARA) |
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Select the Portuguese region where the transaction originated for VAT purposes:
If the Tax type is not VAT, the only option is NA. |
| Country (field CRY) |
| Tax level (field TAXLEV) |
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Select the VAT level:
If the Tax type is not VAT, the only option is NA. |
| Tax stamp (field TAXSTPCOD) |
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Enter the Tax stamp code when the Tax type is Tax stamp. This field is not available for other tax types.
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