Guides

TaxTotal

Use the Tax Total element to model the total amount of tax at the Document level.

Suggest Edits

The information specified here applies to the entire Document.

There are 2 main use cases for this element, based on whether you are using the Document Currency or the Tax Currency for the totals.

Elements

Document Currency

Use the following subelements if you are using the Document Currency:

Element (Path)CardinalityDescription
Document Level Taxes Group (/Invoice/TaxTotal)1..1Groups information about tax that is applied to the entire Document.
Invoice Total Tax Amount (/Invoice/TaxTotal/TaxAmount)1..1The total tax amount for the Document.
Tax Breakdown Group (/Invoice/TaxTotal/TaxSubtotal)Groups information about the Tax Category, rates and exemptions.
Tax Category Taxable Amount (/Invoice/TaxTotal/TaxSubtotal/TaxableAmount)1..1Sum of all taxable amounts subject to a specific tax category code and tax category rate (if the tax category rate is applicable).
Tax Category Tax Amount (/Invoice/TaxTotal/TaxSubtotal/TaxAmount)1..1The total tax amount for a given tax category.
Tax Category (/Invoice/TaxTotal/TaxSubtotal/TaxCategory)1..1A group of elements providing information about the tax category.
Tax Category Code (/Invoice/TaxTotal/TaxSubtotal/TaxCategory/ID)1..1Code that represents the applicable Tax Category.
Tax Category Rate (/Invoice/TaxTotal/TaxSubtotal/TaxCategory/Percent)The tax rate, represented as percentage that applies for the relevant tax category.
Tax Exemption Reason Code (/Invoice/TaxTotal/TaxSubtotal/TaxCategory/TaxExemptionReasonCode)0..1Code that represents the reason for the exemption.
Tax Exemption Reason Text (/Invoice/TaxTotal/TaxSubtotal/TaxCategory/TaxExemptionReason)0..1Text that explains the reason for the exemption.
Tax Scheme (/Invoice/TaxTotal/TaxSubtotal/TaxCategory/TaxScheme)1..1Groups information about the applicable Tax Scheme.
Tax Scheme Code (/Invoice/TaxTotal/TaxSubtotal/TaxCategory/TaxScheme/ID)1..1Code that represents the Tax Scheme,

Tax Currency

Use the following subelements if you are using the Tax Currency:

Element (Path)CardinalityDescription
Document Level Taxes Group (/Invoice/TaxTotal)1..1Groups information about tax that is applied to the entire Document.
Invoice Total Tax Amount in Tax Accounting Currency (/Invoice/TaxTotal/TaxAmount)1..1The tax total amount expressed in the accounting currency accepted or required in the country of the Supplier.
Tax Breakdown Group (/Invoice/TaxTotal/TaxSubtotal)0..nA group of elements providing information about tax breakdown by different categories, rates and exemption reasons in the invoice accounting currency. One of the subtotals the sum of which equals the total tax amount for a particular taxation scheme.
Tax Category Tax Amount In Accounting Currency (/Invoice/TaxTotal/TaxSubtotal/TaxAmount)1..1The total tax amount for a given tax category.
Tax Category Applicable To This Subtotal (/Invoice/TaxTotal/TaxSubtotal/TaxCategory)1..1A group of elements providing information about the tax category.
Tax Category Code For Tax Category Tax Amount In Accounting Currency (/Invoice/TaxTotal/TaxSubtotal/TaxCategory/ID)1..1Code that represents the applicable Tax Category.
Tax Category Rate For Tax Category Tax Amount In Accounting Currency (/Invoice/TaxTotal/TaxSubtotal/TaxCategory/Percent)0..1The tax rate, represented as percentage that applies for the relevant tax category.

Country-Specific Configuration

Examples

Document Currency

Standard Tax

<Invoice>
    <!-- code omitted for clarity -->
    <cbc:DocumentCurrencyCode>EUR</cbc:DocumentCurrencyCode>
    <!-- code omitted for clarity -->
    <cac:TaxTotal>
        <cbc:TaxAmount currencyID="EUR">331.25</cbc:TaxAmount>
        <cac:TaxSubtotal>
            <cbc:TaxableAmount currencyID="EUR">1325</cbc:TaxableAmount>
            <cbc:TaxAmount currencyID="EUR">331.25</cbc:TaxAmount>
            <cac:TaxCategory>
                <cbc:ID>S</cbc:ID>
                <cbc:Percent>25.00</cbc:Percent>
                <cac:TaxScheme>
                    <cbc:ID>VAT</cbc:ID>
                </cac:TaxScheme>
            </cac:TaxCategory>
        </cac:TaxSubtotal>
    </cac:TaxTotal>
    <!-- code omitted for clarity -->
</Invoice>

Exemption

<Invoice>
    <!-- code omitted for clarity -->
    <cbc:DocumentCurrencyCode>EUR</cbc:DocumentCurrencyCode>
    <!-- code omitted for clarity -->
    <cac:TaxTotal>
        <cbc:TaxAmount currencyID="EUR">0.00</cbc:TaxAmount>
        <cac:TaxSubtotal>
            <cbc:TaxableAmount currencyID="EUR">1325</cbc:TaxableAmount>
            <cbc:TaxAmount currencyID="EUR">0.00</cbc:TaxAmount>
            <cac:TaxCategory>
                <cbc:ID>E</cbc:ID>
                <cbc:Percent>0.00</cbc:Percent>
                <cbc:TaxExemptionReasonCode>VATEX-EU-79-C</cbc:TaxExemptionReasonCode>
                <cbc:TaxExemptionReason>Exempt based on article 79, point c of Council Directive 2006/112/EC</cbc:TaxExemptionReason>
                <cac:TaxScheme>
                    <cbc:ID>VAT</cbc:ID>
                </cac:TaxScheme>
            </cac:TaxCategory>
        </cac:TaxSubtotal>
    </cac:TaxTotal>
    <!-- code omitted for clarity -->
</Invoice>

Tax Currency

Standard rate

<Invoice>
    <!-- code omitted for clarity -->
    <cbc:DocumentCurrencyCode>EUR</cbc:DocumentCurrencyCode>
    <cbc:TaxCurrencyCode>USD</cbc:TaxCurrencyCode>
    <!-- code omitted for clarity -->
    <cac:TaxTotal>
        <cbc:TaxAmount currencyID="USD">331.25</cbc:TaxAmount>
        <cac:TaxSubtotal>
            <cbc:TaxAmount currencyID="USD">331.25</cbc:TaxAmount>
            <cac:TaxCategory>
                <cbc:ID>S</cbc:ID>
                <cbc:Percent>25.00</cbc:Percent>
            </cac:TaxCategory>
        </cac:TaxSubtotal>
    </cac:TaxTotal>
    <!-- code omitted for clarity -->
</Invoice>

Updated 12 days ago