This article is not tax advice. It is a preparation guide for using easyTimi more carefully. Before you select VAT, reverse charge, exemption, sales tax, or another tax label, gather the facts that make the label defensible.
1. Identify your own tax position
Record your business country, tax registration status, VAT or tax ID, and whether the company is required to charge tax on the type of invoice you are issuing. If your status changes, update company settings before creating new invoices.
2. Confirm the customer's country and business status
A domestic consumer, domestic business, EU business, non-EU business, and public-sector buyer may all need different invoice treatment. Store the customer country, billing address, and tax identifier where relevant.
3. Classify what you supplied
Services, goods, digital products, subscriptions, and reimbursements can follow different rules. Write line items clearly enough that the tax treatment can be understood later.
4. Use reverse charge only when the facts support it
Reverse charge usually means the buyer accounts for VAT instead of the seller charging it. That depends on jurisdiction, buyer status, place of supply, and type of transaction. If you use reverse-charge wording, keep the customer's tax ID and supporting context in your records.
5. Separate zero-rated, exempt, and out-of-scope cases
A 0% tax rate does not always mean the same thing. Zero-rated, exempt, and out-of-scope transactions can have different reporting consequences. Use invoice notes and labels that match the actual reason no tax is charged.
6. Keep local e-invoicing or reporting needs in mind
Some jurisdictions require extra classifications, government submission, or specific invoice wording. For example, Greek myDATA workflows may need consistent tax, classification, and invoice data before submission.
7. Review the PDF before sending
Before delivery, check the tax label, rate, amount, totals, customer details, and notes. A quick PDF review catches many of the mistakes that otherwise turn into credit notes or awkward corrections.
Tax-label preparation checklist
- Your company country, tax ID, and registration status are current.
- The customer country, billing address, and tax ID are recorded where needed.
- Line items describe the type of supply clearly.
- Reverse-charge wording is used only when appropriate.
- Zero-rated, exempt, and out-of-scope cases are not treated as interchangeable.
- Any local e-invoicing or reporting classification is reviewed.
- The final PDF tax labels and totals are checked before sending.