Configure the VAT payer settings

Modified on Thu, 7 May at 9:46 PM

If your company is a VAT payer, you must configure the VAT settings in Shopify, xConnector and the invoice service platform.

VAT settings depend on the checkout type:

Standard Shopify checkout
Custom checkout (such as Releasit or EasySell)

Both methods are described below.

VAT Settings – xConnector

No VAT configuration is needed in xConnector unless you want to override or force the VAT rate calculated by Shopify.

For example, if you are VAT registered but VAT was not applied in Shopify, while the invoice must still include VAT, xConnector provides an option to force the VAT rate during invoice generation.

Invoice service platform

Follow the VAT settings according to the invoice service you use and fill in it on their platform.

VAT settings for Shopify Checkout

Shopify > Settings > Taxes and duties  > enable Collecting tax

Add here all the shipping zones from which you receive orders and need to collect taxes.

example

Shopify > Settings > Taxes and duties > check the Include sales tax in product price and shipping rate

Shopify > Settings > Taxes and duties > Global settings > check the Charge sales tax on shipping

example

Shopify > Products > select a Product > Variants > Edit > check the Charge tax on this product box or Charge tax on this variant (if the product has variants)

As a result: Shopify calculates the VAT as included in the total (for both the products and the delivery)

Check if you followed the settings correctly:
- Shopify > click on the order's number > check the order details

Important note!

(EN) VAT settings do not apply to existing orders but only to those received after you configured the VAT settings. For the already received orders (before you did the VAT config) use the Force VAT 
option and the VAT rate you need on the invoice then uncheck it after you generate the invoices received before the correct settings. 
“Force VAT Payer” is an option that overrides the VAT rate calculated by Shopify—but it only supports a single, global rate, not two separate rates.


xConnector - Profile - Connected services - click on the Invoice service - click on Invoice preferences - Force vat payer

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(RO) De retinut este ca aceste setari de TVA (odata configurate) se vor aplica doar comenzilor nou primite.

Pentru comenzile vechi - adica primite inainte de setarile de TVA corecte si complete - va trebui sa folositi optiunea Force vat payer: Yes

Dupa ce procesati comenzile vechi - adica primite inainte de setarile de tva corecte si complete - scoateti optiunea Force vat payer: No

Force vat payer este o optiune care suprascrie ce cota tva a calculat Shopify insa e valabila doar pentru o singura cota generala ci nu 2 cote separate

xConnector - Profile - Connected services - click on the Invoice service - click on Invoice preferences - Force vat payer

VAT settings – Custom Checkout (Releasit or EasySell)

Check the VAT settings accordingly with your custom checkout
Make sure you set the VAT for products and for shipping also.

After you set your VAT, check in Shopify if you have correctly the VAT line

Are you using multiple VAT rates in your store? for example: 11% and 21%?

Click here for the settings.

Contact

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