General taxes settings
Portuguese company
Check this option only if your business has a Portuguese VAT number and it’s a company or a similar VAT passive subject.
Default tax
Tax to use, by default, when generating documents. This will also change your default tax on InvoiceXpress.
VAT field
VAT field
Check this option if you require a VAT number to issue your fiscal documents.
If WooCommerce EU VAT Assistant by Aelia is installed and activated, its VAT field is used, and you’ll to benefit from the VIES VAT checking, which is very useful for B2B inside the European Union. If correctly configured, all the orders from VIES validated businesses on the EU will benefit from zero VAT.
Mandatory VAT field
Check this option to make the VAT field mandatory.
If you want to further customize the VAT field, you’ll need to use the woocommerce_checkout_fields filter.
Add country prefix
Check this option to add the EU country or UK country prefix to the VAT number. This is highly recommended for proper identification by the tax authorities.
Tax exemption
On B2B transactions inside the EU, the exemption (Artigo 14.º do RITI or Autoliquidação – Artigo 6.º n.º6 alínea a) do CIVA) will only be applied if you install and correctly configure EU VAT Number by WooCommerce or WooCommerce European (EU, UK, etc.) VAT / IVA Compliance plugin by Simba Hosting. These plugins will check the VAT number against the VIES database and determine if it belongs to a company within the UE.
This is currently only supported for sellers that are Portuguese companies. If your company is based in another EU country, and you need to automatically apply the exemption for B2B transactions, please contact us so we can find a solution for you.
For other exemptions, like selling outside the EU, you need to set the correct exemption motive in the fields below.
Tax exemption name
This should be the 0% tax name defined on your InvoiceXpress account (probably “Isento”, for Portuguese accounts).
Tax exemption motive
You should set a Tax exemption motive if your business is exempt from taxes. You should get advise from your accountant.
Tax exemption for EU B2B
This is the exemption motive to use on B2B transactions inside the EU and only shows up if you have of the VIES checker plugins as mentioned above. You should get advise from your accountant.