Exact Globe and One Stop Shop (OSS)

You must create OSS VAT codes for every percentage and every country in which your consumers are located.

The OSS settings can only be defined for VAT codes that have the transaction type Sales.

1. Go to System ➔ General ➔ Countries ➔ Tax codes.
2. Click New.
3. Define the VAT code, description, transaction type GL accounts, and VAT percentage.
4. Select the EU tab.
5. Select the OSS check box.
6. At Destination country, select the country for which this VAT code is applicable.
7. Click Save.

Note:

• Upon saving the VAT code, the relevant VAT boxes will be linked automatically.
• You must define multiple OSS VAT codes for the different VAT rates and EU countries in which your consumers are located.

For your debtors/creditors/accounts that are private consumers, you must select the Private person check box under the VAT section of the Financial tab in the maintenance of the debtors/creditors/accounts.

1. To edit your debtors, go to Finance ➔ Accounts receivable ➔ Maintain. To edit your creditors, go to Finance ➔ Accounts payable ➔ Maintain. To edit your accounts, go to CRM ➔ Accounts ➔ Maintain accounts.
2. Open the required debtor/creditor/account.
3. Select the Financial tab.
4. Select the Private person check box.
5. Click Save.
   

Tip: In a license with E-CRM, you can update this setting for multiple accounts at once via the CRM selection/actions function:

1. Go to CRM ➔ Processes ➔ Selections/Actions.
2. Select the accounts for which you want to update the setting. This can be done by selecting the accounts in the list and clicking the Select button. You can also use the filter to select. Please note that you only select the debtors for which you want to update the setting.
3. After you have made the selection, click Update.
4. In the Selection / Actions – Update screen, select Yes at Private person. Keep in mind that you should not change any of the other fields in this screen.
5. Click Start.
6. Click Yes.
7. When the updating is finished, the results will be displayed.

In the item maintenance, you must link the OSS VAT codes to the item. This can be done at the OSS VAT field in the Basics tab.

1. Go to Invoice ➔ Items ➔ Maintain.
2. Open the item.
3. Select the Basics tab.
4. Click the icon at the OSS VAT field.
5. Click the Link icon to select the VAT code(s).
6. Click Link.
7. Click Close.
8. Click Close again.
9. Click Save.

You can also link multiple items to an OSS VAT code.

1. Go to System ➔ General ➔ Countries ➔ Tax codes and select the EU tab.
2. Click the icon at the OSS VAT field to display the OSS VAT screen.

 

3. Click the link icon to select the relevant items from a list of items. You can filter these items by grouping them according to Item group or Item code. When an item code or item group is linked to the OSS VAT, it will be removed from this list.



4. Click Link or Select all to select all items at once.
5. Click Close.

Please note the following:

• This option is only available if an OSS VAT code is created in the company.
• Only OSS VAT codes can be selected.
• Only one VAT code per destination country can be selected. Once linked, the other codes with the same country won’t be displayed.
  

When creating or importing (recurring) sales orders, (direct) (recurring) sales invoices, quotations, or RMA orders, the following logic will be applied for determining the VAT code:

The VAT overview can be used to retrieve the VAT transactions per destination country and percentage. This can be done by grouping the VAT overview by the OSS VAT code.

1. Go to Finance ➔ VAT / Statistics ➔ VAT overview.
2. Define the selection criteria and click Display.
3. At Group by, select OSS.
4. (Optional) Click Export to export the overview to Microsoft Excel.
5. This information can be used to manually enter the VAT reporting for OSS in the official portal of the Tax office.