💎 The SII is included in the Standard , Advanced and Premium plans. In order to access this functionality, activate the Paid Gem from the Holded Store .
So that the fields of your sales and purchase invoices are completed automatically with the SII values, you have the possibility of configuring a series of rules . Depending on your business model , you can follow the configuration suggestions below:
✏️ Keep in mind that the type of operation and the cause of each tax will depend on the activity of the different companies and that the proposed configurations are only examples.
1. Sales in Spanish territory
From Settings > Billing > Compliance , go to the section Configure the default values
Click Add New Rule
Name the rule and select Sales
From the Country dropdown, select Spain
Set the values as in this image:
Click on Save
2. Intra-Community Sales
From Settings > Billing > Compliance , go to the Configure default values
section
Click Add New Rule
Name the rule and select Sales
From the Country dropdown, select Intra-Community Billing Countries
Set the values as in this image:
Click on Save
3. Sales outside the EU (exports)
From Settings > Billing > Compliance , go to the section Configure the default values
Click Add New Rule
Name the rule and select Sales
From the Country dropdown, select Countries not included in intra-community billing
Set the values as in this image:
Click on Save
4. Sales to the Canary Islands
From Settings > Billing > Compliance , go to the Configure default values
section
Click Add New Rule
Name the rule and select Sales
From the Country dropdown, select Spain - Canary Islands
Set the values as in this image:
5. Purchases in Spanish territory
From Settings > Billing > Compliance , go to the Configure default values
section
Click Add New Rule
Name the rule and select Purchases
From the Country dropdown, select Spain
Set the values as in this image:
Click on Save
6. Intra-Community Purchases
From Settings > Billing > Compliance , go to the Configure default values
section
Click Add New Rule
Name the rule and select Purchases
From the Country dropdown, select Intra-Community Billing Countries
Set the values as in this image:
Click on Save
7. Purchases of services outside the EU (import of services)
From Settings > Billing > Compliance , go to the Configure default values
section
Click Add New Rule
Name the rule and select Purchases
From the Country dropdown, select Countries not included in intra-community billing
Set the values as in this image:
Click on Save