Taxes and tax settings

Where to find it

In your account menu, under Catalog and exports, Taxes tab. It's the first tab, and the page opens on it. The other tabs don't decide tax: each one has a Taxes: follow the Taxes tab row, which takes you to it.

The tab has a single decision, in plain view, and the per-place adjustment collapsed below:

• Store taxes: Show taxes separately or Don't show separately, and, when showing, one switch per tax (shows / doesn't show). The choice applies everywhere: in the quote and the order (screen, PDF and Excel), on the product page and in search (screen and WhatsApp) and in product lists. This is also where the notice about rep agencies with their own tax setting appears;
• Adjust by place, closed: for one place to show differently from the rest. It has three blocks, Estimates and orders, Product page and search and Lists, each with the keys for that place only.

Anyone arriving at the old address of the Taxes screen lands on this same tab.

The general decision and the per-place adjustment

Choosing in Store taxes saves the three places at once, and the hidden taxes become the same in the quote and on the product page. In lists, which taxes come out is a column of each list's template.

When a place was adjusted separately in Adjust by place, the general decision shows Each place its own way, and a tax that differs between the quote and the product page shows varies by place. Choosing again in the general decision makes the same setting apply everywhere again.

The last shown tax can't be turned off by its own switch: to show none, choose Don't show separately.

When the store's ERP returns the ICMS rate, an ICMS row also appears, "read from the ERP, lists only". ICMS is already inside the price and the quote doesn't show it, so its switch applies only to the ICMS (%) and ICMS (R$) columns of lists, and it doesn't count as the last shown tax. ICMS comes in the same response as ICMS-ST: with ICMS-ST hidden in lists, the row says "comes out together with ICMS-ST" and the ICMS columns don't come out either.

Diagnosing "I turned it on and I don't see tax" starts in the right place: the taxes in Estimates and orders and in Product page and search, the key in Lists, all under Adjust by place.

Which taxes Vendria calculates

Vendria calculates the taxes added on top of the price (IPI and tax substitution (ST)), as a percentage of the net price, that is, after the discount. The order is: table price → discount → net price → + IPI → + ST → total.

Taxes already built into the price, such as ICMS, PIS and COFINS, are not calculated separately.

The rate comes from the product record. If the customer's price table carries its own rate for that product, the table's rate wins.

The company charges tax; you choose where it appears

There is no longer a general company key to turn tax on or off. The tax registered on the products always applies, and what you configure is where it appears, store by store, in the Taxes tab.

Hiding the tax is not just cosmetic in the quote and the order: there the total stops adding the tax. The tax registered on the products is not deleted: show it again and everything comes back as it was.

Where each thing is decided, place by place

The three blocks of Adjust by place:

• Estimates and orders: one switch per tax (In quotes and orders: shows / doesn't show), in the Taxes detected in the catalog card. It applies in the quote, the order and the order's PDF and Excel. Hiding every tax leaves the quote and the order without tax.
• Lists: applies to price lists generated from the catalog (the file on the screen, the preview and the list sent over WhatsApp). It's in the Lists block of Adjust by place. As long as you choose nothing there, the list follows the taxes of the Product page, which is how it worked before it had its own key.
• Product page: one switch per tax (On the product page and in search: shows / doesn't show), in the Product page and search block. It applies on the product page and in search, on the screen and on WhatsApp. Hiding all of them removes tax from the product page and from search.

Lists is a key with the options Breakdown (Subtotal + taxes + total) and Don't show.

ICMS-ST depends on the customer. With it shown on the product page, the team picks the customer on the product page and the ERP calculates the ST for that customer.

A rep agency can decide its own taxes, which apply in place of the supplier's in quotes credited to it, in the catalog its team sees and in the catalog of the customers it serves. The rep agencies decide the tax notice lists which ones have done so.

The most common combination uses the keys differently: many companies don't want to show IPI in the quote (the customer negotiates on the fixed price) and at the same time want IPI in the price list, where the information is useful. For that, in Adjust by place: all taxes hidden in Quotes and orders and Lists set to Breakdown.

What happens to quotes and orders that already exist

Hiding all taxes from the quote applies immediately, including to documents that already exist: the tax already calculated stops appearing on the rows and stops adding to the total. Nothing is deleted: show a tax again and it reappears as it was. Hiding one tax, with others shown, applies to new quotes and to repriced ones.

Screens open in other tabs may need to be reloaded to show the new state. The Catalog and exports screen open in another browser tab also needs a reload for the templates to reflect the key.

The total on the product page

On the product page, the rate appears according to the switches of the Product page and search block, but it only goes into the total if the quote shows tax (some tax shown in Estimates and orders). The product page's total is a promise about the order that will be created, and the order is what charges.

And the opposite case: with taxes hidden on the product page and the quote showing tax, the product page shows no rate, but the order will charge it. So, below the total, the product page says:

This total doesn't include taxes — the order may charge them.

It says may, not will, because the product page can't tell "the store doesn't show the rate here" from "this product has no tax". What it guarantees is that nobody reads that total as the final value of the order.

Tax in exported files

In the Estimate and order templates cards (Estimates and orders tab) and List templates (Lists tab), in Catalog and exports, each key governs a group: the taxes of Estimates and orders govern the tax columns of the order file (Line taxes, Final Price with taxes and one column per tax), and Lists governs the list's rate columns (such as IPI (%)).

The template applies to every store of the company: the editor offers these columns when at least one store shows some tax, whichever store you are in. With all taxes hidden in all of them, they are no longer offered; the ones already in a template stay there, struck through, with the no effect warning. In the file of a store with all taxes hidden, the column doesn't come out. Line total (with taxes) still comes out in the order file.

Taxes detected in the catalog

The Taxes detected in the catalog card shows how many of the store's products have a registered tax ("N of M products have a registered tax") and, for each tax, the name, how many products have it, how many price table items have it and the rates found.

It exists to answer the most frequent question: "I turned the key on and I don't see tax". If the count is zero, the problem isn't the key, it's the catalog. The tax comes in through the catalog import, by mapping the spreadsheet's IPI or ST column. See Import the catalog by spreadsheet.

One tax yes, another no

The simple way is the tax's switch in Store taxes, which applies everywhere. For the quote only: in the Estimates and orders block of Adjust by place, each tax in the Taxes detected in the catalog card has its own In quotes and orders switch. That's the case for someone who shows ST but not IPI, or the other way round.

• Hiding a tax applies to new quotes and to ones that are repriced. Those already calculated keep it until they are repriced.
• Hiding the last shown tax leaves the quote and the order without tax (this was the old Don't show of Quotes and orders).
• With all hidden, turning one tax on shows only that one again.

Sales rep quotes

A rep agency can choose the tax of the quotes credited to it: with tax, without tax, or with tax except some taxes. In those quotes its choice applies in place of the keys on this screen, even with tax turned off here. It only chooses among the taxes your catalog already has registered: if the count in the Taxes detected in the catalog card is zero, there's nothing to turn on.

The same choice applies to the catalog the rep agency's team sees: the product page, search and the product card on WhatsApp. The Partner who turned IPI on sees the rate even with tax turned off here. The customer it serves (the one in its portfolio) also sees the catalog by its choice; you and the other customers keep seeing the catalog by the keys on this screen. Someone who belongs to more than one rep agency sees the catalog by your keys, because there's no quote there yet saying which of them they're selling for.

When some rep agency has made this choice, the Taxes tab shows a notice with its name and what it chose. And on the quote itself, below the totals, "Taxes according to the rep agency …" appears. That's how you find out why a quote came out with IPI in a store that doesn't show tax.

When it goes wrong

• I turned the tax on and the tax doesn't appear in the quote: check, in this order: is the tax's switch in Estimates and orders set to shows? Does the Taxes detected in the catalog card show products with tax? Has the quote already been repriced?
• The tax appears in the price list and not in the quote (or the other way round): that's expected when the Lists key and the taxes of Estimates and orders differ.
• The tax appears on the product page and not in the list (or the other way round): check the Lists key. Once it's chosen, the list no longer follows the product page.
• The total doesn't match the ERP invoice: start with the taxes of Quotes and orders, not with the product price, and, in a sales rep quote, with the notice below the totals. With the tax hidden in the quote and charged by the ERP, the total the customer sees and the invoice's total diverge, and the divergence shows up on the invoice, not on the screen.
• I changed the key and another store didn't change: the keys apply only to the store you're in. To change another store, go into it and change it there.