Sync Setting
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Tax considered from Module
|
Type I - Companies
|
Companies
|
Type II - Contacts
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Contacts
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Type III - Companies and Contacts
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Companies
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Type IV - Companies and Contacts (Companies not mandatory)
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Contacts
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IF the Contact tax is | AND the Service/Product tax is | THEN the value of Tax Name of Service/Product will be | Remarks |
Taxable | Taxable | Contact Tax | Value of Tax Name can be edited |
Taxable | Non-Taxable | Exemption Reason of Service/Product | Value of Tax Name can be edited |
Non-Taxable | Taxable | Exemption Reason of the Contact | Value of Tax Name cannot be edited |
Non-Taxable | Non-Taxable | Exemption Reason of the Contact | Value of Tax Name cannot be edited |
Not Available | Taxable | Default tax from Books/Invoice | Value of Tax Name can be edited |
Not Available | Non-Taxable | Exemption Reason of Service/Product | Value of Tax Name can be edited |
Taxable | Not Available | Contact Tax | Value of Tax Name can be edited |
Non-Taxable | Not Available | Contact Tax | Value of Tax Name can be edited |
Company/Contact | Service/Part | Tax Rule Considered |
Tax rule (Taxable) exists | - Tax rule (Taxable) exists with a State and Country - No tax rule associated | The tax rule of the Company will be considered |
Tax rule (Taxable) exists | Tax rule (Tax Exempt) exists | - The tax rule of the Company will be considered if the State and Country of the Service Address does not match that of the tax rule of the Service. |
Tax rule (Tax Exempt) exists | - Tax rule (Taxable) exists with a State and Country - Tax rule (Tax Exempt) exists
- Tax rule does not exist. | Non-Taxable [0%] |
Tax rule does not exist. | Tax rule (Taxable) exists with a State and Country | - The tax rule of the Service will be considered if the State and Country of the Service Address matches that of the tax rule of the Service. |
Tax rule does not exist. | Tax rule (Tax Exempt) exists | - The Default Tax Rate of the State will be considered if the State and Country (Canada) of the Service Address do not match that of the tax rule of the Service. |
Tax rule does not exist. | Tax rule does not exist. | - If Canada and any of its States are chosen for the Service Address, then the State's default tax rate will be considered. - If any state/country outside Canada is chosen, then the tax rate of All Countries defined in the Default Tax Rate will be considered. |
IF the value of VAT Treatment of the Contact is | AND the value of Tax Name of Service/Part is | THEN the value of Tax Name of Service/Part line item will be |
Home Country | Standard Rate Reduced Rate Zero Rate | Standard Rate Reduced Rate Zero Rate |
Custom Rate | Custom Rate | |
EU - VAT Registered | Standard Rate Reduced Rate Zero Rate | Zero Rate |
Custom Rate | Zero Rate | |
EU - Non VAT Registered | Standard Rate Reduced Rate Zero Rate | Standard Rate |
Custom Rate | Standard Rate | |
Overseas | Standard Rate Reduced Rate Zero Rate | Zero Rate |
Custom Rate | Zero Rate |
Tax Rule | Tax Name | ||
Germany | EU Countries | All Countries | |
Standard Rate - Sales | Standard Rate [19%] | Standard Rate [19%] | Zero Rate [0%] |
Reduced Rate - Sales | Reduced Rate [7%] | Reduced Rate [7%] | Zero Rate [0%] |
Zero Rate - Sales | Zero Rate [0%] | Zero Rate [0%] | Zero Rate [0%] |
IF the value of VAT Treatment of the Contact is | AND the value of Tax Rule of Service/Part is | THEN the value of Tax Name of Service/Part line item will be | Remarks |
Home Country | Standard Rate - Sales Reduced Rate - Sales Zero Rate - Sales | VAT defined for Germany in these tax rules | |
User Defined Rule | VAT defined for Germany in the user defined rule | If a VAT rate is not defined for Germany, then that defined for EU Countries or All Countries will be used | |
No Rule | VAT defined for Germany in the Default VAT Rule | If a VAT rate is not defined for Germany, then that defined for EU Countries or All Countries will be used | |
EU - VAT Registered | Standard Rate - Sales Reduced Rate - Sales Zero Rate - Sales | Zero Rate | |
User Defined Rule | Zero Rate | ||
No Rule | Zero Rate | ||
EU - Non VAT Registered Place of Supply is selected | Standard Rate - Sales Reduced Rate - Sales Zero Rate - Sales | VAT defined for EU Countries in these tax rules | |
User Defined Rule | VAT defined for the Place of Supply in the user defined VAT rule | If a VAT rate is not defined for the Place of Supply, then that defined for EU Countries or All Countries will be used | |
No Rule | VAT defined for the Place of Supply in the Default VAT Rule | If a VAT rate is not defined for the Place of Supply, then that defined for EU Countries or All Countries will be used | |
EU - Non VAT Registered Place of Supply not selected | Standard Rate - Sales Reduced Rate - Sales Zero Rate - Sales | VAT defined for EU Countries in these tax rules | |
User Defined Rule | VAT defined for EU Countries or All Countries in the User Defined Rule | ||
No Rule | VAT defined for EU Countries or All Countries in the Default VAT Rule | ||
Overseas | Standard Rate - Sales Reduced Rate - Sales Zero Rate - Sales | Zero Rate | |
User Defined Rule | Zero Rate | ||
No Rule | Zero Rate |
If value of GST Treatment of the Contact is |
and value of the Place of Supply of the Work Order is |
and value of Taxable of Contact is |
and value of Taxable of Service/Part is |
THEN value of Tax Name of Service/Part will be |
Remarks |
Registered Business - Regular Registered Business - Composition Unregistered Business Consumers Deemed Export
|
Same as the organization Place of Supply * |
Taxable |
Taxable |
Intra State Tax Rate of Service/Part |
|
Taxable |
Non-Taxable |
Exemption Reason of Service/Part
|
Value of Tax Name can be edited |
||
Non-Taxable |
Taxable |
Exemption Reason of Service/Part |
Value of Tax Name cannot be edited |
||
Non-Taxable |
Non-Taxable |
Exemption Reason of Service/Part |
Value of Tax Name cannot be edited |
||
Taxable / Non-Taxable |
Not selected |
GST0
|
|
||
Different from the organization Place of Supply * |
Taxable |
Taxable |
Inter State Tax Rate of Service/Part |
|
|
Taxable |
Non-Taxable |
Exemption Reason of Service/Part |
Value of Tax Name can be edited |
||
Non-Taxable |
Taxable |
Exemption Reason of Service/Part |
Value of Tax Name cannot be edited |
||
Non-Taxable |
Non-Taxable |
Exemption Reason of Service/Part |
Value of Tax Name cannot be edited |
||
Taxable / Non-Taxable |
Not selected |
IGST0 IGST12 (for Registered Business - Regular) |
Value of Tax Name can be edited |
||
Overseas |
- |
- |
Taxable / Non-Taxable |
IGST0
|
Value of Tax Name can be edited |
Special Economy Zone Goverment SEZ Developer |
Same as the organization Place of Supply * |
Taxable / Non-Taxable |
Taxable / Non-Taxable |
IGST0
|
Only IGST type tax with 0% rate can be selected |
Different from the organization Place of Supply * |
Taxable / Non-Taxable |
Taxable / Non-Taxable |
IGST0
|
Only IGST type tax with 0% rate can be selected |
Tax Treatment |
Place of Supply |
Tax Registration Number |
VAT Registered |
Saudi Arabia |
Required |
Non VAT Registered |
Saudi Arabia |
N/A |
GCC VAT Registered |
All GCC countries* |
Required |
GCC Non VAT Registered |
All GCC countries* |
N/A |
Non GCC |
N/A |
N/A
|
The values GCC VAT Registered, GCC Non VAT Registered, and Non GCC will be listed only if international trade is enabled in Zoho Books/Zoho Invoice.
Tax Treatment |
Place of Supply |
Tax Registration Number |
VAT Registered |
Saudi Arabia |
Required |
Non VAT Registered |
Saudi Arabia |
N/A |
GCC VAT Registered |
All GCC countries* |
Required |
GCC Non VAT Registered |
All GCC countries* |
N/A |
Non GCC |
N/A |
N/A |
The values GCC VAT Registered, GCC Non VAT Registered, and Non GCC will be listed only if international trade is enabled in Zoho Books/Zoho Invoice.
IF the value of Tax Treatment of the Contact is |
and value of the Place of Supply of the Work Order is |
AND the value of Tax of Service/Part is |
THEN the value of Tax Name of Service/Part will be |
Remarks |
VAT Registered, Non VAT Registered |
Saudi Arabia |
Standard Rate [5%] or Zero Rate [0%] |
Service/Product Tax
|
- Value of Tax Name can be edited. - If you change the Tax Name to Out of Scope, you have to select an Exemption. |
GCC VAT Registered, GCC Non VAT Registered
|
GCC |
Standard Rate [5%] or Zero Rate [0%] |
Zero Rate [0%] |
- Value of Tax Name can be edited. - If you change the Tax Name to Out of Scope, you have to select an Exemption. |
GCC VAT Registered, GCC Non VAT Registered
|
Saudi Arabia |
Standard Rate [5%] or Zero Rate [0%] |
Service/Product Tax |
- Value of Tax Name can be edited. - If you change the Tax Name to Out of Scope, you have to select an Exemption. |
Non GCC |
N/A |
Standard Rate [5%] or Zero Rate [0%] |
Zero Rate [0%] |
- Value of Tax Name can be edited. - If you change the Tax Name to Out of Scope, you have to select an Exemption. |
Out of Scope |
N/A |
N/A |
N/A |
N/A |
Tax Rule | Tax Name |
Standard Rate - Sales | Standard Rate [15%] |
Zero Rate - Sales | Zero Rate [0%] |
Exempt - Sales | Exempt |
IF the value of VAT Treatment of the Contact is | AND the value of Tax Rule of Service/Part is | THEN the value of Tax Name of Service/Part line item will be | Remarks |
VAT Registered, Non VAT Registered | Standard Rate - Sales or Zero Rate - Sales | Service/Product Tax | Value of Tax Name can be edited. |
VAT Registered, Non VAT Registered | Exempt - Sales | Exempt | Value of Tax Name can be edited. |
VAT Registered, Non VAT Registered | None | Default Tax Rule* | Value of Tax Name can be edited. |
Overseas | Standard Rate - Sales, Zero Rate - Sales, Exempt - Sales, No Tax Rule | Zero Rate [0%] | Value of Tax Name can be edited. |
VAT Name | Rate (in %) |
Standard Rate | 15 |
Zero Rate | 0 |
Exempt | - |
Change in use (Non-taxable supplies) | 15 |
Change in use (Taxable supplies) | 15 |
Customs VAT | 100 |
Export of second hand goods | 15 |
Supply of accommodation not exceeding 28 days | 15 |
Supply of accommodation exceeding 28 days | 15 |
Tax Treatment | Place of Supply | Tax Registration Number |
VAT Registered | UAE Emirates | Required |
Non VAT Registered | UAE Emirates | N/A |
GCC VAT Registered | All GCC countries | Required |
GCC Non VAT Registered | All GCC countries | N/A |
Non GCC | N/A | N/A |
VAT Registered - Designated Zones | UAE Emirates | Required |
Non VAT Registered - Designated Zones | UAE Emirates | N/A |
GCC - Gulf Cooperation Council
The values GCC VAT Registered, GCC Non VAT Registered, and Non GCC will be listed only if international trade is enabled in Zoho Books/Zoho Invoice.
Tax Treatment | Place of Supply | Tax Registration Number |
VAT Registered | UAE Emirates | Required |
Non VAT Registered | UAE Emirates | N/A |
GCC VAT Registered | All GCC countries | Required |
GCC Non VAT Registered | All GCC countries | N/A |
Non GCC | N/A | N/A |
VAT Registered - Designated Zones | UAE Emirates | Required |
Non VAT Registered - Designated Zones | UAE Emirates | N/A |
GCC - Gulf Cooperation Council
The values GCC VAT Registered, GCC Non VAT Registered, and Non GCC will be listed only if international trade is enabled in Zoho Books/Zoho Invoice.
IF the value of Tax Treatment of the Contact is | AND the value of Place of Supply of the Work Order is | AND the value of Tax of Service/Part is | THEN the value of Tax Name of Service/Part will be | Remarks |
VAT Registered, Non VAT Registered, VAT Registered - Designated Zones, Non VAT Registered - Designated Zones | UAE | Standard Rate [5%] or Zero Rate [0%] | Service/Product Tax | - Value of Tax Name can be edited. - If you change the Tax Name to Out of Scope, you have to select an Exemption. |
GCC VAT Registered, GCC Non VAT Registered
| GCC | Standard Rate [5%] or Zero Rate [0%] | Zero Rate [0%] | - Value of Tax Name can be edited. - If you change the Tax Name to Out of Scope, you have to select an Exemption. |
GCC VAT Registered, GCC Non VAT Registered
| UAE | Standard Rate [5%] or Zero Rate [0%] | Service/Product Tax | - Value of Tax Name can be edited. - If you change the Tax Name to Out of Scope, you have to select an Exemption. |
Non GCC | N/A | Standard Rate [5%] or Zero Rate [0%] | Zero Rate [0%] | - Value of Tax Name can be edited. - If you change the Tax Name to Out of Scope, you have to select an Exemption. |
Out of Scope | N/A | N/A | N/A | N/A |
Note: While creating an Estimate or Work Order with a Contact having Tax Treatment as GCC VAT Registered or GCC Non VAT Registered, you cannot choose a Place of Supply in Estimate/Work Order that is different from the Place of Supply of Contact or the Organization's Emirate. If you do so, then you will encounter the error shown in the screenshot below.
IF the Contact tax is | AND the Service/Part tax is | THEN the value of Tax Name of Service/Product will be |
Taxable | Taxable | Contact Tax |
Taxable | Non-Taxable | Exemption Reason of Service/Product |
Non-Taxable | Taxable | Exemption Reason of the Contact |
Non-Taxable | Non-Taxable | Exemption Reason of the Contact |
Not Available | Taxable | Default tax from Books/Invoice |
Not Available | Non-Taxable | Exemption Reason of Service/Product |
Taxable | Not Available | Contact Tax |
Non-Taxable | Not Available | Contact Tax |
IF the value of VAT Treatment
of the Contact is
|
THEN the value of Tax Name
of Service/Product will be
|
Remarks
|
United Kingdom
|
VAT rate (Tax Name) of Services/Products
|
Value of Tax Name
can be edited
|
EU - VAT Registered
|
Zero rate
|
Value of Tax Name
can be edited
|
EU - non VAT Registered
|
VAT rate (Tax Name) of Services/Products
|
Value of Tax Name
can be edited
|
Non European Union
|
-
|
Select a value for Tax Name
|
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