VAT Rates: Overview of Methods

Setting the VAT rate for products or product items allows for automation of:

  • calculation of the final cost of a product or service
  • data transfer to documents
  • integration with payment systems
  • data exchange with cash registers

Quick navigation: all methods

User documentation: Taxes in CRM

Connection of VAT Rates with Other Objects

Product items are goods or services listed in a deal or another CRM entity. Product items may not be present in the trade catalog. Changing the VAT rate for a product in one deal does not affect the rate of a similar product in another entity. To set VAT for a product item in a deal or another CRM entity, use the taxRate parameter of the crm.item.productrow.* method group.

Goods and services are company products with fixed sales conditions stored in the trade catalog. When selecting a product from the catalog in a deal or another CRM entity, it will automatically be added with the rate specified in the catalog. To set the VAT for a product or service in the trade catalog, use the vatId parameter of the catalog.product.* method group.

Overview of Methods

Scope: crm

Who can execute the methods: depending on the method

Method

Description

crm.vat.add

Creates a new VAT rate

crm.vat.delete

Deletes a VAT rate

crm.vat.get

Returns the VAT rate by identifier

crm.vat.fields

Returns the description of VAT rate fields

crm.vat.list

Returns a list of VAT rates

crm.vat.update

Updates an existing VAT rate