Ingoing tax invoice document form
The Ingoing tax invoice document form contains all transaction details required before saving and posting.
Open the form from the : select Create, or select a document and choose Edit. Viewing requires view permission, creating and saving require edit permission, and posting or unposting requires post permission. Fields marked with an asterisk are required.
Sections and tables
The form contains General info, Accounting, Files tabs. Complete the document header before moving between them.
Related tables use Vat Type, Amount Without Vat, VAT amount, Amount With Vat, Intent Of Use, For Economic Activities, Supply Of Fixed Assets, Vat Declaration Item columns. Add lines with the corresponding command, complete them in order, and verify totals before saving.
Fields
| Field | Required | How to complete |
|---|---|---|
| Number | When required by the form | Enter the value from the source document or the approved transaction terms. |
| Document date | Yes | Enter the required date, period, or time. |
| Organization | Yes | Select an available value; the available choices depend on the context already entered. |
| Operation Kind | Yes | Select an available value; the available choices depend on the context already entered. |
| Input Number | Yes | Enter the value from the source document or the approved transaction terms. |
| Input date | Yes | Enter the required date, period, or time. |
| Registration Date | Yes | Enter the required date, period, or time. |
| Partner | Yes | Select an available value; the available choices depend on the context already entered. |
| Contract | Yes | Select an available value; the available choices depend on the context already entered. |
| Currency | Yes | Select an available value; the available choices depend on the context already entered. |
| Exchange rate | When required by the form | Verify the rate for the selected currency and document date. |
| Document Basis | Yes | Select an available value; the available choices depend on the context already entered. |
| Corrected Tax Invoice | Yes | Select an available value; the available choices depend on the context already entered. |
| Row number | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Vat Type | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Declaration Article | When required by the form | Select an available value; the available choices depend on the context already entered. |
| Account For Vat Settlements | Yes | Select an available value; the available choices depend on the context already entered. |
| Unconfirmed Tax Credit Account | Yes | Select an available value; the available choices depend on the context already entered. |
| Vat Account Conditional Sale | Yes | Select an available value; the available choices depend on the context already entered. |
Validation, saving, and posting
Depending on the form state, Document date, Organization, Operation Kind, Input Number, Input date, Registration Date, Partner, Contract, Currency, Document Basis, Corrected Tax Invoice, Account For Vat Settlements, Unconfirmed Tax Credit Account, Vat Account Conditional Sale can be marked as required. Some of these fields are shown only for the relevant operation type or organization settings; follow the visible asterisks.
- Verify the number, date, organization, and all dependent details.
- Make sure all table lines are complete and quantities, amounts, taxes, and totals agree.
- Select Save to record the document without posting, or Save and post to run its business rules at the same time.
Posting records approved tax amounts for VAT accounting.
To change a posted document, use Unpost first. Related documents, a closed period, or other dependencies may block the action; the form then displays a message. After corrections, save and post the document again.
Files and printing
Use the Files tab to add supporting attachments. Verify the file version and avoid unnecessary personal data.
No dedicated print form is configured for this module.