How to define payer taxability?

To get the payer taxability right when invoicing an assignment, a payer’s home country and VAT number have to be defined correctly in CSI Lawyer.

Check that:

1. A payer’s home country has been added in the CSI Lawyer settings and defined for the correct area, e.g. EU.
2. The home country can be found defined for the correct area in the Areas folder of the business unit.
3. A payer has correct home country and VAT number.

Defining country in the Settings

• Go to the Settings > Parameters > Address parameters > Countries
• Add a payer’s home country, or if already found, ensure that it has been defined for the correct area.

Defining a country in the Areas folder of a business unit

• Go to the Settings > Business unit settings > Business unit settings.
• If there are multiple business unit, select the desired one, open its information and the Areas folder.
• Open the desired area and check that all required countries have been added to the Area.

Verifying payer informaation

• After defining the country in the Settings and in the Areas of the business unit, check that all payers have valid details. Open each payer’s details separately either in the Customers folder (Workplace task area) or in the Parties folder of the assignment. Kun maatiedot on määritetty ohjelmiston Asetuksiin ja Toimipisteen Alueisiin, varmista, että toimeksiannon jokaisen maksajan tiedot ovat kunnossa. Voit tehdä sen avaamalla maksajien tiedot yksitellen Työtehtävät > Asiakkaat-kansiossa.
• Vaihtoehtoisesti voit tarkistaa tietojen oikeellisuuden Toimeksiannon Osapuolet-kansion kautta, avaamalla sieltä jokaisen maksajan tiedot.

Keywords: invoice taxability VAT payer home country area