Tax reporting and eTIMS
An invoice can be posted in Schoolbooks while its external tax submission still needs attention. The Tax & eTIMS workspace separates the accounting record from the provider connection, product registration and external reporting result.
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Connect the reporting providerPrepare productsReview submission evidenceDo not confuse the two statusesContinue withConnect the reporting provider
Test safely and Report live are separate modes. Test records do not prove live reporting has completed. Credentials belong in the protected connection form, not in document notes or screenshots.
- Open Accounting > Tax & eTIMS > Connection.
- Choose DigiTax, enter the authorized API key privately and select the Schoolbooks reporting mode.
- Use Verify & save. The connection is checked against the provider’s read-only business endpoint before it is saved.
- Review the confirmed business and mode before preparing submissions. A failed verification does not replace a working connection.
Prepare products
- Open Products in the tax workspace and review which items need configuration.
- Complete the product’s classification, country of origin, item type, tax type, quantity-unit and package-unit codes as required.
- Use the available registration or synchronization action and inspect its result. Resolve failed profiles before reporting dependent invoices.
- After switching to live mode, synchronize products again for that mode.
Review submission evidence
- Open Submissions and filter by status and mode.
- Select the eligible source document and use the available reporting action after reviewing its details.
- Check the provider result and reference. Resolve failed or rejected submissions using the displayed reason; retry the existing workflow after correction.
Do not confuse the two statuses
An internal posted invoice is not evidence of provider acceptance. Conversely, retrying external reporting should not create a second accounting invoice. A test invoice can be reported later as a separate live record after the required live setup.
Use the tax treatment approved for your business and transaction. The application’s example rates and configuration choices do not decide the legal treatment.