Tax Configuration

Plirin names tax the way your country does. An Australian business invoices with GST and an ABN, a German one with MwSt. and a USt-IdNr., a US one with Sales tax. The name comes from your business country, not from the currency you invoice in: a Singapore company billing in USD still issues a GST invoice.

The country changes wording and which options you see. It never changes how tax is calculated. There is one tax model with two presentations:

• Simple tax: one flat rate applied to the invoice (the default for every merchant).
• Itemized tax: named rates chosen per invoice line, for countries whose tax is charged that way (VAT and GST countries). Formerly called “VAT mode”.

Business country

In Settings → Tax, choose your business country. The picker is searchable by name and by common aliases (for example “UK”, “Deutschland” or “America”).

• If you signed up with a country, it is already set.
• If your account predates this setting, Plirin pre-selects a country from your business verification (KYB) or your address. Nothing changes until you press Save. A setup-checklist step reminds you until it is set.
• Once your account has issued a document (an invoice or credit note), only the account owner can change the country. Changing it changes the tax name on every future document, so it is not left to every staff member.

Your address country is a separate, free-text field. It is what prints in your address block; the business country is what decides the tax name.

What each country gets

Each country has a regime type:

Type	Meaning	Per-line (itemized) tax
vat	Value-added tax (EU, UK, Switzerland, Japan, Korea)	Offered
gst	Goods and services tax (Australia, New Zealand, Singapore, Canada)	Offered
sales_tax	Sales tax charged at the point of sale (United States)	Not offered
none	Countries without an entry below	Not offered; the invoice says “Tax”

Countries currently covered:

Code	Country	Tax name	Tax ID label	Per-line tax	Invoice title
AU	Australia	GST	ABN	Yes	Tax Invoice
AT	Austria	USt.	UID	Yes	—
BE	Belgium	BTW	BTW-nr.	Yes	—
BG	Bulgaria	DDS	DDS No.	Yes	—
CA	Canada	GST/HST	BN	Yes	—
HR	Croatia	PDV	OIB	Yes	—
CY	Cyprus	FPA	Ar. Egrafis FPA	Yes	—
CZ	Czechia	DPH	DIČ	Yes	—
DK	Denmark	Moms	CVR-nr.	Yes	—
EE	Estonia	KM	KMKR nr	Yes	—
FI	Finland	ALV	ALV nro	Yes	—
FR	France	TVA	N° TVA	Yes	—
DE	Germany	MwSt.	USt-IdNr.	Yes	—
GR	Greece	FPA	AFM	Yes	—
HU	Hungary	ÁFA	Közösségi adószám	Yes	—
IE	Ireland	VAT	VAT no.	Yes	—
IT	Italy	IVA	P. IVA	Yes	—
JP	Japan	Consumption Tax	Registration No.	Yes	—
LV	Latvia	PVN	PVN reģ. nr.	Yes	—
LT	Lithuania	PVM	PVM kodas	Yes	—
LU	Luxembourg	TVA	N° TVA	Yes	—
MT	Malta	VAT	VAT no.	Yes	—
NL	Netherlands	BTW	BTW-nr.	Yes	—
NZ	New Zealand	GST	GST no.	Yes	—
PL	Poland	VAT	NIP	Yes	—
PT	Portugal	IVA	NIF	Yes	—
RO	Romania	TVA	CIF	Yes	—
SG	Singapore	GST	GST Reg. No.	Yes	Tax Invoice
SK	Slovakia	DPH	IČ DPH	Yes	—
SI	Slovenia	DDV	ID za DDV	Yes	—
KR	South Korea	VAT	Business Reg. No.	Yes	—
ES	Spain	IVA	NIF	Yes	—
SE	Sweden	Moms	Momsreg.nr	Yes	—
CH	Switzerland	MWST	MWST-Nr.	Yes	—
GB	United Kingdom	VAT	VAT reg. no.	Yes	—
US	United States	Sales tax	—	No	—

A country not in this table uses the none defaults: the tax is called Tax and the ID Tax ID. You can still name both yourself (see Tax name and tax ID label).

Note

Tax Invoice is printed as the document title where the tax authority expects that wording on a tax document (Australia and Singapore), once you have entered a tax ID. Invoices stay in English everywhere; only the tax terms are local.

Tax name and tax ID label

The defaults above can be changed in Settings → Tax:

• Tax name: pick from the names used in your country (Belgium offers “BTW” and “TVA”, Switzerland “MWST”, “TVA” and “IVA”, Canada “GST/HST” and “TPS/TVH”), or choose Custom and type your own.
• Tax ID label: the same, for the label printed next to your number.
• Tax ID: your registration number. Where Plirin knows the format (the EU-27, the UK, Australia, Canada and Korea), it is checked and normalised when you save it, so de 136 695 976 is stored as DE136695976. EU numbers always keep their country prefix (Greece: EL), the form VIES checks. An invalid number is rejected with the reason, rather than printed on an invoice. For other countries the number is stored as you enter it. It is checked only when you change the number or the country, so an existing number is never blocked on an unrelated save.

Leaving a name empty returns it to your country’s default.

Issued documents keep their wording

When an invoice or credit note is issued, the tax name, tax ID label and tax ID in effect at that moment are stored on the document. Changing your country, your tax name or your tax ID afterwards never rewrites an issued document: its PDF, hosted page, receipt and webhook payloads keep what the customer was sent. Drafts follow your current settings until they are issued.

Changes are audited

Every change to your tax settings is written to your audit log with the value before and after: merchant.tax_settings_changed for the country, names, tax ID, flat rate and pricing behaviour, and tax_rate.created, tax_rate.updated, tax_rate.deactivated and tax_rate.default_changed for per-line rates.

Simple tax: the default rate

In Settings → Basic Info, the flat rate is labelled with your tax name (for example GST rate or Sales tax rate). It is applied automatically when creating new invoices.

Per-invoice override

When creating an invoice, you can:

• Change the rate — override the default percentage
• Set an explicit amount — enter a fixed tax dollar amount instead of a percentage
• Remove tax — set to 0% for tax-exempt invoices

Tax calculation

Tax is computed on the pre-discount subtotal by default:

Subtotal (before discounts) × Tax Rate = Tax Amount

Line-level discounts reduce the taxable amount for that line. Order-level coupons do not affect the tax base.

Itemized tax (per-line rates)

Itemized tax replaces the single flat rate with rates you define, chosen per invoice line. The rates panel appears in Settings → Tax only for countries whose regime offers it (vat and gst above). It becomes active automatically once both of these are true:

1. A tax ID is set, and
2. At least one active rate exists.

While it is active, the flat rate in Business Details is not used. Turning it off is as simple as removing the tax ID or deactivating all rates.

Caution

If you already have active rates and move to a country that does not offer itemized tax (for example the United States), the panel stays visible with a warning, and your invoices keep using those rates until you deactivate them. Plirin never hides a setting that is still taxing your invoices.

Note

Plirin does not look up or validate the rates you enter. You enter the rates that apply to your business, and the rate names use your tax name (“GST 10%”, “MwSt. 19%”).

Pricing behaviour

In the rates panel, set Prices are: Inclusive / Exclusive of your tax (the tax ID itself is set above, under Tax name and tax ID label):

• Inclusive: the price you enter already contains the tax. This is the usual convention for consumer pricing in VAT and GST countries (a customer sees one all-in price).
• Exclusive: the tax is added on top of the price you enter, the US sales-tax convention.

Tip

Tax behavior changes what the entered price means, not what the customer pays extra — for inclusive pricing, the invoice total is the same gross amount the customer sees; VAT is a breakdown of what’s already inside it, not an addition to it.

Rates

Create as many rates as your business needs. Each rate has:

Field	Description
Name	Display name, e.g. “Standard rate”
Rate	Percentage, e.g. 19
Kind	standard, reduced, zero, or exempt. On the invoice PDF, shown in your country’s terms where they differ (Australia: “GST-free”, “Input-taxed”)
Default	Exactly one active rate is marked default at a time
Exemption note	Required when kind is exempt — e.g. “Reverse charge — Article 194 VAT Directive”

1. Navigate to Settings → Tax and, in the rates panel, click Add rate
2. Enter a name and rate (%), and choose a kind
3. If the kind is Exempt, enter an exemption note — this prints on invoices in place of a rate
4. Optionally toggle Set as default — used automatically when a line item doesn’t pick a rate
5. Click Create rate

Rates can be edited at any time — existing invoices keep the rate they were created with (snapshotted), so editing or deactivating a rate never changes past invoices. A deactivated rate stops appearing as an option on new invoice lines but is preserved for historical records.

Itemized tax via API

VAT rate configuration and reporting are dashboard-only — vatRates, createVatRate, updateVatRate, deactivateVatRate, setDefaultVatRate, vatSummary, and vatReport all require a dashboard session (JWT) and are rejected for API-key authentication, the same as updateMerchantProfile. See Authentication for the full operation allowlist.

The vatRateId fields on invoice lines and prices are not in that dashboard-only set — createInvoice, createPrice, and updatePrice are all callable with an API key, so a server-to-server integration can assign a VAT rate to a line or a price without a dashboard session. It just can’t create or edit the rates themselves; that’s a merchant-console action.

Tax summary report

vatSummary(startDate, endDate) returns your output VAT (VAT collected on issued invoices), grouped by rate and kind, over a date range — the figures you’d transcribe onto a domestic VAT return. It’s report-only: Plirin doesn’t file anything with a tax authority, and the report doesn’t compute input VAT (VAT you paid on purchases). Only issued invoices (sent, paid, overdue) count; draft and void invoices are excluded.

Run it as an authenticated GraphQL query from the dashboard session:

query {
  vatSummary(startDate: "2026-01-01", endDate: "2026-03-31") {
    rate
    kind
    netTotal
    vatTotal
    grossTotal
  }
}

Caution

Domestic VAT only. Cross-border/B2B reverse-charge, VIES VAT-number validation, per-destination-country rates, and OSS/MOSS reporting are not supported.

If you invoice in more than one currency

vatSummary totals only invoices denominated in your account’s default currency, because a VAT return is filed in a single currency. Invoices you issued in another currency during the period are not in those figures, and vatSummary does not tell you that.

Use vatReport instead. It returns the same rows, plus the currency they are stated in and a count of the invoices excluded from them:

query {
  vatReport(startDate: "2026-01-01", endDate: "2026-03-31") {
    currency
    rows {
      rate
      kind
      netTotal
      vatTotal
      grossTotal
    }
    excludedCurrencies {
      currency
      invoiceCount
    }
  }
}

If excludedCurrencies comes back empty, which is the usual case for a domestic-only account, the totals are your complete picture for that period. If it does not, those invoices still need accounting for — Plirin will not convert them for you, because the applicable FX rate and rate date are your tax authority’s determination, not ours to guess on a document you file.