Tax Exemption Justification Documents

Important: This topics applies, and its functions might be required, if you have Trading Partners that send or receive Non-Signed EDI Invoices.

If your Company has a document that justifies VAT exemption, you can upload it into the Archive. After you upload a tax exemption justification document, it applies to all subsequent invoices that are sent and received within the Legal Entity that you specify. This means that

For a tax exemption document to apply to an invoice, the Buyer or Supplier must upload this document before the invoice is successfully sent or received.

After a tax exemption document is uploaded it applies to all subsequently archived invoices until a new tax exemption document is uploaded.

For example:

On January 9, 2012 Invoice1, Invoice2, and Invoice 3 are archived. On January 10, 2012, tax exemption document Version 1 is uploaded and archived. On January 15, 2012 Invoice4, and Invoice5 are archived. On March 1, 2012 at 2 PM, Invoice6 is archived. On March 1, 2012 at 3 PM, tax exemption document Version 2 is uploaded and archived. On March 2, 2012 Invoice7, Invoice8, and Invoice9 are archived.

In this example:

Invoice1, Invoice2, and Invoice3 are not linked to any tax exemption document.

Invoice4 and Invoice5 are linked to tax exemption document Version 1.

Invoice6 is linked to tax exemption document Version 1 because it was already in the Archive when Version 2 was uploaded.

Invoice7, Invoice8, and Invoice9 are linked to tax exemption document Version 2.

To upload a tax exemption document

Important: The tax exemption document must be in PDF format and cannot be larger than 4MB.

1	In the Reports Tab, select Active Invoices from the Navigation Panel.

2	Click Upload Tax Exemption Document.

The Upload Document Justifying Tax Exemption page opens.

3	For My Legal Entity Name or My Legal Entity ID, enter the applicable name or ID of the entity associated with the Trading Partner(s) and the invoices this document applies to.

Important: You cannot upload a document until you enter a valid Name or ID. If you do not know the exact Name or ID contact your Company Administrator.

4	For Upload Tax Exemption Document, click Browse to find your document or enter the path and filename.

5	Click Upload.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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