Overview
- Adding tax waiver certificates
- Validity of the tax waiver certificate (only available for German contractors)
Adding tax waiver certificates (only available for German contractors)
If a contractor has a tax waiver certificate from the tax office, you can upload it to Alasco by checking the "Required" box on the details page of the contractor. You can add the tax waiver certificate when you are creating the contractor in Alasco. Alternatively, you can access an existing contractor's details page through the master data. Once you have selected the contractor, click on the "Edit" button and, within the tax information section, check the "Required" box besides "Tax waiver". A mandatory text field will appear to fill in the security number assigned by the tax office. The certificate as a PDF can be uploaded using the button "+ Add document".
If you do not have the tax waiver certificate PDF file, you can still check the "Required" box and provide the security number.
Validity of tax waiver certificates (only available for German contractors)
During the invoice approval workflow, the security number is used to check the validity of the tax waiver certificate with the responsible German tax authority. If the uploaded certificate is no longer valid, you will automatically be informed during the invoice approval workflow. You can manually specify whether it is "valid", "invalid", or "not available".
You can find more information on this in our Help Center article about the invoice approval workflow.
You can display the expiration date of the tax waiver certificates in the contractor list by adding the column "Tax waiver valid until". To do this, click "Manage columns" in the top right of the list, then click "Add column" and select the column.
The expiration date is checked automatically during invoice approval process. This means that, at first, no date may be shown in the list until the contractor’s first invoice has been approved and the tax office has been queried. After that, the expiration date will be displayed in the list.
Note:
Please note that the automatic synchronisation with the tax office is only available for contractors from Germany. If a contractor from another country is added, automatic synchronisation with the respective tax office will not be made.