The Dashboard helps you to operate and configure your account. You can use it to manage your global VAT/GST and sales tax compliance which includes threshold monitoring, tax reporting, refunds report along with providing data for audits and much more.
The Dashboard home page provides useful at-a-glance information about the activity on your global sales. A wide range of real-time data is provided to give you insight into the performance of your business.
The Dashboard is primarily organized into separate sections. Each section represents a particular area: type of sales (physical/digital), transaction data, tax reports, refunds and your account settings.
In many cases, you can use the Dashboard to perform specific actions, such as viewing sales amounts to a country or a particular transaction, without needing to use the API. This makes the Dashboard a useful tool for managing your global VAT/GST and sales tax compliance.
You can view test data in the Dashboard by toggling the TEST/LIVE viewing mode to the TEST option (button will appear in green). Whether a transaction is created in TEST or LIVE mode is dictated by which API keys are used to create it.
The customer location map provides real-time information such as your sales amount and whether you have enabled or disabled a region for tax purposes.
A one-screen view of all your global sales in countries with digital VAT/GST and sales tax rules. You can view your sale amounts in each country by simply hovering over a particular tax jurisdiction.
The map design also illustrates where you have chosen to use the service and where you have not enabled it. Unsupported countries are greyed out.
The global dashboard provides a country-by-country list of all your sales.
Under ‘All sales’ there is an approximate amount of all of your B2C and B2B sales in a specific region.
Underneath the customer location map is the Taxation summary table with a breakdown of relevant VAT/GST-related information on a region-by-region basis.
Here we explain what the headings on the Taxation summary table mean:
The tax jurisdiction supported by Taxamo.
The 'All sales' figure gives an approximate amount of your total sales in this region. This information is also provided when you hover over a particular region in the customer location map.
VAT/GST filing deadline dates differ from country to country.
For example, in the European Union, it is 20 days after the end of each quarter while in Saudi Arabia VAT must be filed by the last day of the month following the end of the monthly tax period.
Please note that the most common filing date for each supported tax jurisdiction is displayed on the global dashboard.
Some tax jurisdictions have a sales threshold which, when exceeded, triggers VAT/GST obligations.
You can use the Dashboard to help you to track your sales in countries with these thresholds to show you how close you are to triggering such VAT/GST obligations.
- When exceeded, the dashboard will display the ‘EXCEEDED’ alert.
- Other threshold monitor alerts include 'HIGH', ‘MEDIUM’ and ‘LOW’.
Some tax jurisdictions do not include sales thresholds in their rules. In these cases, ‘N/A’ is used.
Threshold monitoring can also be turned off, in these cases ‘OFF’ is used.
For countries in which you are using Advantage rather than Assure, you can enable tax calculation on a per-country basis, which will show in this column as either ENABLED or DISABLED.
In a growing number of countries, you can choose the Assure solution where Taxamo becomes part of the supply chain and has the VAT/GST liability, but not the legal title of your product or service sold.
On the global dashboard, this choice under the ‘Seller’ column is displayed as ‘TAXAMO’ or ‘MY COMPANY’. Note:
Please contact us if you would like to enable our Assure service for any particular region as it requires a review from our compliance team.
By default, transactions are displayed in local currency.
By clicking on the ‘Currency Owed’ drop-down menu on the global dashboard you can view your global digital sales in the currency of your choice. An indicative rate from the European Central Bank (ECB) on the day of viewing is used for conversions.
All of your transactions are viewable and stored in one location via the ‘Transactions’ dashboard on the left sidebar of the dashboard. The transactions dashboard is populated as your global transactions are routed through the service.
In this section, you have the following options:
A live transaction report filter options such as order date, tax country, currency, and transaction status (confirmed or unconfirmed). You can also refine the transaction list further, either by an amount or via any pre-ordained flags (such as VAT/GST number syntax checks) added to transactions.
|Amount of sale (ex-VAT/GST)||The sale amount, excluding VAT/GST.|
|Tax amount||The amount of VAT/GST, calculated in real-time by Taxamo, that is to be added to the sale.|
|Total amount||The transaction amount including the calculated VAT/GST.|
|Taxamo fee||Vertex’s fee from the transaction.|
|Order date||The date that your customer made the order.|
|Supply date||The date that your service was supplied to the customer.|
|Tax country||The country identified by the service as being the location of the consumer for tax purposes. As a result of this identification, the VAT/GST rate of this country is applied to this transaction.|
|Invoice details||Invoice number linked to this specific transaction as well as invoice issue date and issue place.|
|Location evidence||The evidence detected in real-time by Taxamo to identify the location of the end consumer. In the European Union, for example, its VAT rules require the collection of two non-conflicting pieces of evidence (for example IP address, card BIN, billing address) to identify the location of the end consumer so as to apply the correct VAT rate.|
Here you can schedule the export of large amounts of transaction data. You simply select the Order date to and from, the Tax country and the currency. The output file will be in CSV format.
Under the heading "Recent exports" you will find previously exported files.
This feature allows you to create a transaction and issues an invoice to a customer by adding the customer and sale data manually into the dashboard. This is typically used for offline sales that you want to include in your tax reports.
Transactions have come into the system but need further attention are tagged with
note. You can filter for noted transactions with the
Clicking into the transaction detail allows you to view the note, add comments, and resolve it.
The dashboard provides two separate logs: Operations and Webhooks.
By default, the Operations log collects a subset of the calls made to your account. If you need to trace all calls click the "Enable debug mode for an hour" link. You can narrow the number of operations displayed on the page by setting filters at the top of the page.
The Webhook logs page is a simple list, there are no filter options.
The sale of physical goods has some fundamental differences compared to digital sales that will impact how they are stored and displayed.
A transaction may contain a combination of physical and digital goods which have to be invoiced separately. In addition, physical goods could be shipped from different warehouses in different countries, also requiring multiple invoices but the 2 types of sales need to be reported differently.
To manage this, the UI has separate dashboard sections for both digital and physical. By default, the data that you will see when you are on the Dashboard is for digital goods transactions. To switch to physical goods data click on the dropdown option as shown below.
Updated about 1 month ago