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SII automation rules on a case-by-case basis
SII automation rules on a case-by-case basis

Customize the SII values according to your business model.

Camilla avatar
Written by Camilla
Updated over a week ago

πŸ’Ž 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.
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1. Sales in Spanish territory

  1. From Settings > Billing > Compliance , go to the section Configure the default values

  2. Click Add New Rule
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    ​

  3. Name the rule and select Sales

  4. From the Country dropdown, select Spain
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    ​

  5. Set the values as in this image:
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    ​

  6. Click on Save


2. Intra-Community Sales

  1. From Settings > Billing > Compliance , go to the Configure default values

    section

  2. Click Add New Rule

  3. Name the rule and select Sales

  4. From the Country dropdown, select Intra-Community Billing Countries
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    ​

  5. Set the values as in this image:
    ​

  6. Click on Save


3. Sales outside the EU (exports)

  1. From Settings > Billing > Compliance , go to the section Configure the default values

  2. Click Add New Rule

  3. Name the rule and select Sales

  4. From the Country dropdown, select Countries not included in intra-community billing
    ​
    ​

  5. Set the values as in this image:
    ​
    ​

  6. Click on Save


4. Sales to the Canary Islands

  1. From Settings > Billing > Compliance , go to the Configure default values

    section

  2. Click Add New Rule

  3. Name the rule and select Sales

  4. From the Country dropdown, select Spain - Canary Islands
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    ​

  5. Set the values as in this image:
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    ​


5. Purchases in Spanish territory

  1. From Settings > Billing > Compliance , go to the Configure default values

    section

  2. Click Add New Rule

  3. Name the rule and select Purchases

  4. From the Country dropdown, select Spain
    ​
    ​

  5. Set the values as in this image:

  6. Click on Save


6. Intra-Community Purchases

  1. From Settings > Billing > Compliance , go to the Configure default values

    section

  2. Click Add New Rule

  3. Name the rule and select Purchases

  4. From the Country dropdown, select Intra-Community Billing Countries
    ​
    ​

  5. Set the values as in this image:
    ​
    ​

  6. Click on Save


7. Purchases of services outside the EU (import of services)

  1. From Settings > Billing > Compliance , go to the Configure default values

    section

  2. Click Add New Rule

  3. Name the rule and select Purchases

  4. From the Country dropdown, select Countries not included in intra-community billing

  5. Set the values as in this image:
    ​
    ​

  6. Click on Save

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