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EU sales list - question

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Posted on by JuleWergne

Hi all,

I have a question about EU sales list and hope, there is someone here who knows also German regulations.

I have one project invoice, which was created for customer from Switzerland with tax group “Customer Third country”(non-EU). The item sales tax group is “full service”.

So the sales tax code is taken as zero tax to service for third country.

The problem is: this invoice shouldn’t have been taken to EU Sales list, but it is. And I can’t understand why?

What setup could I check else?

The project contract has the sales tax group “Customer EU” and has two funding sources: one – Switzerland customer,and another – EU customer. Could it be the reason for our problem?

Thank you a lot!

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Ludwig Reinhard Microsoft Employee on at

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Hello JuleWergne,

I think one of the issues is the sales tax group.

Why is a Swiss customer associated with the Customer EU sales tax group?

Switzerland is not part of the EU and treated like a country in the 'rest of the world' from a German tax perspective, such as the US, Canada, Australia, etc.

Another likely issue is the configuration of the foreign trade parameters in the Organization admin module. Can you check whether Switzerland is classified as an EU country, which would be wrong and responsible for the outcome that you see.

Best regards,

Ludwig

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JuleWergne 12 on at

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Hello Ludwig,

the customer (Switzerland) has sales tax group "Third country".

And Switzerland is set up as Third country in Org.modul-->foreign trade parameters.

That's why I wonder,why the invoice for this customer is taken in the EU sales list.

The only thing that I would suggest: the project contract has sales tax group "Customer EU" (and it has then two funding sources: 1)Switzerland customer with "Third country" sales tax group; 2)Netherlands customer with "EU" sales tax group).

But I have also tested this case: if I change the sales tax group of project contract to "Third country", and then create an invoice for Switzerland customer, it is still taken into EU sales list..

So there seems to be another issue yet?

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Ludwig Reinhard Microsoft Employee on at

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Hi,

You mentioned that you have two funding sources in your project contract.

To which funding source is the invoice that you see in the EU sales list related?

Best regards,

Ludwig

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JuleWergne 12 on at

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Hi Ludwig,

the project invoice was created for the funding source Switzerland - customer with "Third country" sales tax group.

(I tested then a couple more invoices for that funding source - and they also appear in EU sales list)

Thank you!

Regards

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Ludwig Reinhard Microsoft Employee on at

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Hi JuleWergne,

Can you clarify this issue please?

The sales tax group is not defined at the funding source level in the standard application.

Previously, you mentioned that you have 2 funding sources - one from Switzerland and one from the Netherlands.

Now you mention that you have one funding source from Switzerland with the 'third country' sales tax group setup.

Would you please be so kind and share screenprints of

(a) your funding source

(b) your sales tax group setup for EU and Third country sales

(c) the item sales tax group setup

(d) the invoice created and the result in the EU sales list.

Many thanks,

Ludwig

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