In Logistiqo, taxable and tax-free services can appear on the same invoice. The tax logic is not set directly in the invoice, but through the service and the revenue accounting template assigned to that service.
This is useful when an invoice contains both regular taxable services and tax-free services. Logistiqo then separates the VAT amounts on the invoice according to the setup of each service.
Basic principle
The tax logic of an invoice item comes from the service used in the shipment or invoice.
This means:
- The service is maintained under Master Data > Service.
- A suitable Accounting Templates Revenue is assigned to the service.
- The accounting template points to accounts with the required VAT rate.
- When the invoice is created, Logistiqo automatically uses the tax logic of the selected service.
If a service should appear as tax-free on the invoice, it must be linked to a tax-free revenue accounting template.
Setting up a tax-free service
Go to Master Data > Service.
- Select the service that should be invoiced tax-free, or create a new service.
- Activate Override Revenue Account.
- In the field Accounting Templates Revenue, select a tax-free accounting template.
- Save the service.
If a suitable tax-free accounting template already exists, this is usually enough. The service can then be used in shipments or invoices and will appear on the invoice with the correct tax logic.
Creating a tax-free accounting template
If no suitable tax-free accounting template exists yet, it must be created first.
Go to Settings > Accounting > Accounting Templates.
- Click New to create a new accounting template.
- Select Revenue as the type.
- Enter a clear name, for example Tax-Free or Default Tax-Free.
Assign the relevant revenue accounts with a tax-free VAT rate.
Depending on your accounting setup, this may include:
- Account
- Account EU
- Account Third Country
- Account Exempt
- Save the accounting template.
You can then select this accounting template in the service under Accounting Templates Revenue.
Taxable and tax-free services on the same invoice
Once the services are set up correctly, taxable and tax-free items can be used on the same invoice.
It does not matter whether the services come from the same shipment or from different shipments combined into one collective invoice. The important factor is the service used for each invoice item and the accounting template assigned to that service.
Logistiqo calculates and displays the VAT on the invoice according to the tax logic of each item.
Example
An invoice contains two items:
- Freight Costs with a regular taxable accounting template
- Tax-Free Service with a tax-free accounting template
When the invoice is created, Logistiqo applies the correct tax logic to each item. The taxable service is calculated with VAT, while the tax-free service is calculated without VAT.
Important notes
Do not change the tax logic directly in the invoice. First check the service and the assigned Accounting Templates Revenue.
If a service appears on the invoice with the wrong VAT rate, check the following:
- whether Override Revenue Account is activated in the service
- whether the correct Accounting Templates Revenue is selected
- whether the accounting template points to accounts with the required VAT rate
- whether the correct service is used in the shipment or invoice
The correct tax treatment depends on the specific case. The setup in Logistiqo should therefore be coordinated with your accounting department or tax advisor.