Export Tax Codes to LN

Overview:

This guide will walk you through the setup process to ensure tax codes are correctly exported from DocBits to LN.

Single Tax Codes

Step 1: Set Up List of Values

1. Go to Settings -> Document Processing -> List of Values.

   
2. Click New.

   
3. Create a list with the name Tax_Country and click Save.

   
4. Create the following three additional lists:

   • Tax_Code_Full

   • Tax_Code_Reduced

   • Tax_Code_Free

   

   

   
5. Click on one of the newly created lists to open it. Then, press the Add Row button to add a new row.

   
6. Enter the desired respective values from LN and press Save to save the changes.

   • If you have multiple values, you can click Add More Values to add them.

   

   

   • NOTE: You can find the Tax Codes in LN under: Common → Taxation → Master Data → Tax Codes → Tax Codes by Country

   

Step 2: Add Fields in DocBits

1. Navigate to Settings -> Global Settings -> Document Types.

   
2. Choose the Fields menu corresponding to the Document Type where you wish to add the fields.

   
3. Under VAT & Amounts, create six new fields as follows:

   

1. After saving each field, click on Save Settings to apply the changes.

   

Step 3: Edit Layout

1. Go to Settings -> Global Settings -> Document Types.

   
2. Open the Edit Layout menu for the Document Type you want to edit.

   
3. Select the appropriate Document Origin for which you want to apply the Tax Codes

   
4. Scroll down to the Tax Details section.

   
5. Expand the Form Elements dropdown menu.

6. In the Tax Details section, use the Horizontal Separator Tool. Drag and drop it between the sub-sections within the tax section to clearly separate them and reduce confusion.

   
7. Expand the Form Fields dropdown menu.

8. Search for Tax Country and drag and drop the field into its respective area.

   
9. Search for Tax Code and drag and drop the field into its corresponding area.

   
10. Save the template.

    

Step 4: Verify that Everything Worked

After uploading a new document into DocBits with the correct document settings selected, you should now be able to select the tax codes you added to the lists in Step 1.

Multi Tax Code

Step 1: Set Up List of Values

1. Go to Settings -> Document Processing -> List of Values.

   
2. Click New.

   
3. Create a list with the name Tax_Country and click Save.

   
4. Create the following three additional lists:

   • Tax_Code_Full

   • Tax_Code_Reduced

   • Tax_Code_Free

   

   

   
5. Click on one of the newly created lists to open it. Then, press the Add Row button to add a new row.

   
6. Enter the desired respective values from LN and press Save to save the changes.

   • If you have multiple values, you can click Add More Values to add them.

   

   

   • NOTE: You can find the Tax Codes in LN under: Common → Taxation → Master Data → Tax Codes → Tax Codes by Country

   

Step 2: Add Fields in DocBits

1. Navigate to Settings -> Global Settings -> Document Types.

   
2. Choose the Fields menu corresponding to the Document Type where you wish to add the fields.

   
3. Under VAT & Amounts, create six new fields as follows:

   

1. After saving each field, click on Save Settings to apply the changes.

   

Step 3: Edit Layout

1. Go to Settings -> Global Settings -> Document Types.

   
2. Open the Edit Layout menu for the Document Type you want to edit.

   
3. Select the appropriate Document Origin for which you want to apply the Tax Codes

   
4. Scroll down to the Tax Details section.

   
5. Expand the Form Elements dropdown menu.

6. In the Tax Details section use the Sub Group Tool. Drag and Drop it next to an existing field

   
7. To name your subgroup, click on the subgroup and enter your desired name in the Label field.

   

   
8. Drag and drop the fields that correspond to this group into the Sub Group field.

   
9. Expand the Fields dropdown menu.

10. Search for Tax and drag and drop the respective fields, such as Tax Country and Tax Code, into the corresponding subgroup.

    
11. Repeat steps 5 through 10 2 times to reach the following state:

    
12. Save the template.

    

Step 4: Verify that Everything Worked and resulting changes

After uploading a new document into DocBits with the correct document settings selected, you will be able to select the tax codes you added in Step 1 and add multiple tax codes configured in Step 3.

• The document will begin with three distinct sections: one for Tax Full amounts, one for Tax Reduced amounts, and one for Tax Free amounts.

• Clicking the plus button within a section will create a duplicate, allowing multiple submissions at the selected tax rate.

• Sections can be deleted by clicking the remove button.

• Total Amounts will be calculated as a sum of all sections

• Validation of Total Amount will be modified based on all tax-sections

• Scripts for new sections can only be applied once fields have been added to the view.

Note for LN:

In LN USt Position will be filled out based on the position number from the Tax Code/Tax Country dropdown menu. Only the Position number will be sent to export.

Export Mapping

To link the Tax Line with the Cost Line:

1. Add TaxLine to the InvoiceCostFields list.

2. Add the following entry, following the example below: ICF_TaxLine = TF_position