New Zealand (Peppol): Document-Level Discount

Configure the Document-Level Discount for your New Zealand documents.

In the case of New Zealand, for each document-level discount, the Tax Category ID must exist and it must be transmitted in the element cac:TaxCategory/cbc:ID.

In addition, the code in cac:TaxCategory/cbc:ID must belong to the Aligned Tax Category codes list:

Code	Description
E	Exempt from tax
G	Free export item, tax not charged
O	Outside scope of tax
S	Standard rate
Z	Zero rated goods

The Tax Scheme ID in element cac:TaxCategory/cac:TaxScheme/cbc:ID must contain the value GST.

Regarding the Tax Rate:

If the document-level discount Tax Category code in cac:TaxCategory/cbc:ID is E (exempt from tax), then the Tax Rate in cac:TaxCategory/cbc:Percent must be 0.
If the document-level discount Tax Category code in cac:TaxCategory/cbc:ID is G (export), then the Tax Rate in cac:TaxCategory/cbc:Percent must be 0.
If the document-level discount Tax Category code in cac:TaxCategory/cbc:ID is S (standard rate), then the Tax Rate in cac:TaxCategory/cbc:Percent must be greater than 0.
If the document-level discount Tax Category code in cac:TaxCategory/cbc:ID is Z (zero rated), then the Tax Rate in cac:TaxCategory/cbc:Percent must be 0.
If the document-level discount Tax Category code in cac:TaxCategory/cbc:ID is O (not subject to tax), then the cac:TaxCategory/cbc:Percent must not be sent.

Example

<!-- Standard rate allowance/charge Tax Category -->
<Invoice>
    <!-- Code omitted for clarity -->
	<cac:AllowanceCharge>
		<cbc:ChargeIndicator>false</cbc:ChargeIndicator>
		<cbc:AllowanceChargeReasonCode>65</cbc:AllowanceChargeReasonCode>
		<cbc:AllowanceChargeReason>discount product with production error</cbc:AllowanceChargeReason>
		<cbc:MultiplierFactorNumeric>20</cbc:MultiplierFactorNumeric>
		<cbc:Amount currencyID="AUD">10</cbc:Amount>
		<cbc:BaseAmount currencyID="AUD">50</cbc:BaseAmount>
		<cac:TaxCategory>
			<cbc:ID>S</cbc:ID>
			<cbc:Percent>15</cbc:Percent>
			<cac:TaxScheme>
				<cbc:ID>GST</cbc:ID>
			</cac:TaxScheme>
		</cac:TaxCategory>
	</cac:AllowanceCharge>
    <!-- Code omitted for clarity -->
</Invoice>

<!-- Not subject to tax allowance/charge Tax Category -->
<Invoice>
    <!-- Code omitted for clarity -->
	<cac:AllowanceCharge>
		<cbc:ChargeIndicator>false</cbc:ChargeIndicator>
		<cbc:AllowanceChargeReasonCode>65</cbc:AllowanceChargeReasonCode>
		<cbc:AllowanceChargeReason>discount product with production error</cbc:AllowanceChargeReason>
		<cbc:MultiplierFactorNumeric>20</cbc:MultiplierFactorNumeric>
		<cbc:Amount currencyID="AUD">10</cbc:Amount>
		<cbc:BaseAmount currencyID="AUD">50</cbc:BaseAmount>
		<cac:TaxCategory>
			<cbc:ID>O</cbc:ID>
			<cac:TaxScheme>
				<cbc:ID>GST</cbc:ID>
			</cac:TaxScheme>
		</cac:TaxCategory>
	</cac:AllowanceCharge>
    <!-- Code omitted for clarity -->
</Invoice>

Updated 4 days ago

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