Cross-border VAT & tax handling — found from sitemap — Orb

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Facts read from this source

• Supported tax providers Report an error

  “Orb supports: Anrok Avalara (AvaTax) Numeral Sphere Stripe Tax TaxJar”

• Tax provider roles Report an error

  “Orb is the system of record for your invoices. Your tax provider is the source of truth for tax law, rates, and filings.”

• Address basis for tax Report an error

  “Orb calculates tax from the customer’s shipping address, falling back to the billing address if no shipping address is set.”

• Invalid address issuance Report an error

  “If the customer has no valid address when an invoice is issued, issuance fails and Orb flags the invoice in the dashboard.”

• Discount allocation Report an error

  “Providers calculate tax per line item, so Orb assigns any invoice-level discount to individual line items before sending the request. The discount is split in proportion to each line item’s total.”

• Tax reason values Report an error

  “Supported tax_reason values: taxed reverse_charge customer_exempt product_exempt zero_rate”

• Reporting timing Report an error

  “For most providers, Orb makes a second call once the invoice is issued, registering the transaction with the provider so it can be filed with a tax authority. This call happens at issuance, not when the invoice is paid”

• Avalara commit timing Report an error

  “Avalara: Orb creates the transaction during calculation, then commits that same transaction when the invoice moves from issued to paid. The commit only happens when the Commit tax setting is on.”

• Sphere reporting Report an error

  “Sphere: there’s no separate reporting call. Orb re-runs the calculation, and Sphere receives updates through webhooks.”

• Reverse charge eligibility Report an error

  “A transaction qualifies for reverse charge when the customer has a valid B2B tax ID registered with the relevant tax authority. In the EU, tax IDs are validated against the VAT Information Exchange System (VIES).”

• Reverse charge tax note config Report an error

  “Numeral, Sphere, Stripe Tax Configurable. After connecting the integration, you can customize the note in your own words. Anrok, Avalara Returned by the provider. The text isn’t configurable in Orb. TaxJar Not applicable. TaxJar supports US sales tax only.”

• Taxjar scope Report an error

  “TaxJar supports US sales tax only.”

• Customer tax id immutability Report an error

  “A customer’s tax ID is final once an invoice is issued.”

• Merchant tax id limit Report an error

  “You can add up to 50 tax IDs per account.”

• Merchant tax id applies to Report an error

  “Each tax ID has an Applies to setting, and Orb shows it in the invoice’s “From” section and on invoice and credit note PDFs when the customer’s country or region matches.”

• Invoice tax presentation Report an error

  “Consolidated tax line. A single header tax value is shown. Tax breakdowns. All tax amounts across all lines are shown on the invoice, and are default broken down by jurisdiction.”

• Hide jurisdiction breakdown setting Report an error

  “To hide per jurisdiction breakdowns on the invoice, toggle the Hide tax breakdown by jurisdiction setting in your account settings. Settings > Invoices > Invoice display.”

• Skip tax conditions Report an error

  “Orb doesn’t calculate tax on an invoice when: automatic tax is off for the customer, the customer is marked as tax exempt in Orb, no tax provider is connected, or the integration is disabled, or the invoice syncs to an external invoicing provider, such as Stripe Invoicing, Bill.com, or NetSuite.”

• Automatic tax scope Report an error

  “Automatic tax controls whether Orb calculates tax for a customer’s invoices. You set it for your whole account and can override it for individual customers.”

• Automatic tax off behavior Report an error

  “When automatic tax is off, Orb doesn’t contact your tax provider at all, and it skips the address check, so invoices can be issued for customers without a valid address.”

• External invoice tax handling Report an error

  “External invoicing providers usually apply their own tax, so Orb skips its calculation for invoices it syncs to them and doesn’t sync any tax line items. This prevents double taxation”

• Timeline events on skip Report an error

  “Whenever Orb skips tax on an invoice, it records an event on the invoice timeline with the reason, the time of the decision, and any relevant context”

• Credit note tax handling Report an error

  “When you issue a credit note on a taxed invoice, Orb calculates the tax adjustment in proportion to the original transaction and reports it to your provider”

• Void tax handling Report an error

  “Voiding a taxed invoice removes its original tax impact instead of recording a refund. Orb sends the matching void or reversal to your provider”

• Availability Report an error

  “Tax integrations apply to invoices issued through Orb Invoicing. Invoices synced to an external invoicing provider get their tax from that provider instead.”

• Cross border country display Report an error

  “On cross-border invoices, Orb shows the merchant’s and customer’s country names alongside their addresses, so the tax context is clear.”

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Scores citing this record

• The Billing Engineer Invoices & e-invoicing compliance
• The Billing Engineer Cross-border VAT & tax handling
• The Finance Lead Invoices & e-invoicing compliance
• The Finance Lead Cross-border VAT & tax handling
• The SaaS Founder Invoices & e-invoicing compliance
• The SaaS Founder Cross-border VAT & tax handling
• The Service-Business Owner Invoices & e-invoicing compliance
• The Service-Business Owner Cross-border VAT & tax handling
• The Skeptic Invoices & e-invoicing compliance
• The Skeptic Cross-border VAT & tax handling
• The Tax Adviser Invoices & e-invoicing compliance
• The Tax Adviser Cross-border VAT & tax handling