Fiscal positions (tax and account mapping)¶

Default taxes and accounts are set on products and customers to create new transactions on the fly. However, depending on the customers’ and providers’ localization and business type, using different taxes and accounts for a transaction might be necessary.

Fiscal positions allow the creation of rules to adapt the taxes and accounts used for a transaction automatically.

They can be applied automatically, manually, or assigned to a partner.

Note

Several default fiscal positions are available as part of your fiscal localization package.

Configuration¶

Tax and account mapping¶

To edit or create a fiscal position, go to Accounting ‣ Configuration ‣ Fiscal Positions, and open the entry to modify or click on New.

The mapping of taxes and accounts is based on the default taxes and accounts defined in the product form.

To map to another tax or account, fill out the right column (Tax to Apply/ Account to Use Instead).

screenshot: accounting-fiscal-positions-tax-mapping

menu: Accounting ‣ Configuration ‣ Fiscal Positions ‣ (open a fiscal position) ‣ Tax Mapping tab
shows: "Tax Mapping" tab with "Tax on Product" → "Tax to Apply" lines (e.g., "27%" → "0% EU G").
highlight: The mapping lines (red frame).
data: Demo company "YourCompany HU"; fiscal position "EU (intra-community)".
module: account
notes: English UI, light theme, 1440px width.

screenshot: accounting-fiscal-positions-account-mapping

menu: Accounting ‣ Configuration ‣ Fiscal Positions ‣ (open a fiscal position) ‣ Account Mapping tab
shows: "Account Mapping" tab with "Account on Product" → "Account to Use Instead" lines.
highlight: The mapping lines (red frame).
data: Demo company "YourCompany HU"; fiscal position "EU (intra-community)".
module: account
notes: English UI, light theme, 1440px width.

To remove a tax, leave the field Tax to Apply empty.
To replace a tax with several other taxes, add multiple lines using the same Tax on Product.

Note

The mapping only works with active taxes. Therefore, make sure they are active by going to Accounting ‣ Configuration ‣ Taxes.

Application¶

Automatic application¶

To automatically apply a fiscal position following a set of conditions, go to Accounting ‣ Configuration ‣ Fiscal Positions, open the fiscal position to modify, and tick Detect Automatically.

From there, several conditions can be activated:

VAT Required: the customer’s VAT number must be present on their contact form.
Country Group and Country: the fiscal position is only applied to the selected country or country group.
Federal States and Zip Range: when a country is selected, the fiscal position can be further restricted to some states or to a range of zip codes.

Other fields of the fiscal position form:

Foreign Tax ID: your company’s tax ID in the region mapped by the fiscal position (e.g., when you are registered for VAT in another country).
Notes: legal mentions printed on the invoices that use the fiscal position.

screenshot: accounting-fiscal-positions-automatic

menu: Accounting ‣ Configuration ‣ Fiscal Positions ‣ (open a fiscal position)
shows: Upper part of the fiscal position form: "Detect Automatically" enabled, "VAT required" enabled, "Country Group" set to "Europe".
highlight: The "Detect Automatically", "VAT required" and "Country Group" fields (red frame).
data: Demo company "YourCompany HU"; fiscal position "EU (intra-community)".
module: account
notes: English UI, light theme, 1440px width, crop to the upper part of the form.

Note

If the Verify VAT Numbers feature is enabled, any fiscal positions with VAT required enabled will require Intra-Community valid VAT numbers to apply automatically.
Taxes on eCommerce orders are automatically updated once the customer has logged in or filled out their billing details.

Important

The fiscal positions’ sequence defines which fiscal position is applied if all conditions set on multiple fiscal positions are met simultaneously.

For example, suppose the first fiscal position in a sequence targets country A while the second fiscal position targets a country group that comprises country A. In that case, only the first fiscal position will be applied to customers from country A.

Manual application¶

To manually select a fiscal position, open a sales order, invoice, or bill, go to the Other Info tab and select the desired Fiscal Position before adding product lines.

screenshot: accounting-fiscal-positions-manual

menu: Accounting ‣ Customers ‣ Invoices ‣ (open a draft invoice) ‣ Other Info tab
shows: "Other Info" tab of a draft invoice with the "Fiscal Position" field selected.
highlight: The "Fiscal Position" field (red frame).
data: Demo customer invoice.
module: account
notes: English UI, light theme, 1440px width, crop to the tab.

Assign to a partner¶

To define which fiscal position must be used by default for a specific partner, go to Accounting ‣ Customers ‣ Customers, select the partner, open the Sales & Purchase tab, and select the Fiscal Position.

screenshot: accounting-fiscal-positions-customer

menu: Accounting ‣ Customers ‣ Customers ‣ (open a customer) ‣ Sales & Purchase tab
shows: "Sales & Purchase" tab of a company contact; "Fiscal Information" section with the "Fiscal Position" field.
highlight: The "Fiscal Position" field (red frame).
data: Demo customer company from another EU country.
module: account
notes: English UI, light theme, 1440px width, crop to the tab.