Online Tax Submission
easyei
easyei allows adaptation to the regulations of each corresponding Tax Agency (AEAT, Regional Tax Authorities, Portuguese Tax and Customs Authority) with the new VAT and Invoicing management system based on real-time information of commercial transactions.
1. Invoice Issuance:
Invoices are issued in the accounting/ERP system following the usual procedure.
Accounting for Supplier Invoices
Supplier/creditor invoice accounting is carried out following current processes without requiring any changes.
2. Reception of Invoice Records
Records are transferred to the easyei portal.
a. Flexibility of communication protocols via web services and/or file transfer.
b. Adaptable to any ERP
3. Formal Validations and Workflow
– FORMAL AND INTEGRITY VALIDATIONS
Prior to submission to the corresponding Tax Agency
User notification
– EXCEPTION WORKFLOW
Task assignment to a person with resolution capability
Management of incident resolution SLAs
– MAPPING AND LOGIC
Invoice categorization based on the regulations of the corresponding Tax Agency
Assignment of coding based on business rules
4. Signature of the Transfer
The transfer is signed either by the client or by the portal’s certificate.
5. Transfer of Records to the Tax Agency's Electronic Office
The fields of the billing records specified by the corresponding Tax Agency are submitted.
Acceptance or rejection.
Notification to the client via Workflow in case of rejection.
6. Acknowledgment of Receipt
Option to update records with the acceptance/rejection from the corresponding Tax Agency.
7. Storage of Sent Records and Status
If status information is not desired in the ERP, records and their status are stored on the easyei portal for consultation during the agreed period.
Highlights…
- Formal Validations transactions are validated prior to submission to the corresponding Tax Agency
- Error Management Workflow handling first and second level rejections
- Mapping and Logic adaptation of coding according to the requirements of the corresponding Tax Agency
- Accounting System Feedback based on received responses (transactional control)
- Online consultation of data reported to the corresponding Tax Agency and cross-referenced consultation.
- Possibility of managing Modifications and Cancellations
