Taxes
VAT rates, reduced rates and the Spanish equivalence surcharge
In Settings → Taxes you set out which taxes your workshop charges. MyFixIO preloads your country's official rates (in Spain: standard 21%, reduced 10%, super-reduced 4% and zero-rated), and you are free to edit them, add your own and decide which one applies by default. You then assign the right rate to each part and each service, and your documents work out the breakdown by rate on their own.
The rate catalogue
The catalogue is the list of taxes available to you. It is filled in automatically when you choose your country, and from there you tailor it to how you actually trade.
Preloaded by country
Choosing a country loads its official rates under the local name of the tax (VAT, IVA, TVA, MwSt., IGIC…). The “Load rates for…” button restores them whenever you need it.
Editable and extensible
You can change the name and the rate of any entry, and add your own using whatever wording you want to see on your invoices. Decimals are accepted (25.5%, 8.1%, 4.9%).
One default rate
Exactly one rate is always flagged as the default: it covers any item that has no rate of its own. Use the star button to move the flag.
Active or inactive
An inactive rate is no longer offered when you create items, but it stays on the documents that already used it. That way you can retire an old rate without disturbing your records.
Preview — Tax rate catalogue
How to set it up
Choose your country
It determines the name of the tax, the currency and the rates that are preloaded. If you change country, the whole catalogue is reloaded.
Go through the rates
Delete the ones you never use and add any that are missing. You can rename them: that name is what appears on your invoices and quotes.
Flag the default
The rate you use on most of your sales. It applies whenever an item has no rate of its own.
Assign rates to your items
On the record for each part and each service, pick its rate if it is taxed differently from the default. Save your changes.
The rate on each part and service
On a part or service record there is a Tax type field next to the price. Leave it on “Default” unless that particular item is taxed at a different rate.
Preview — Price and rate on a part record
Sale price (excl. VAT)
Sale price (incl. VAT)
Tax type
Leave this on the default unless this part is taxed at a different rate.
Changing the rate does not change the base price: the net price you set stays exactly as it is and the tax-inclusive price on display is recalculated. The sale price you type in is always the taxable base.
The selector only shows up if you have more than one rate defined — with a single rate there is nothing to choose.
The breakdown on documents
When a document mixes items taxed at different rates, MyFixIO works out and shows the breakdown by rate: the taxable base and the tax due for each one, rather than a single tax total.
Why it is done this way
In Spain, the invoicing regulation (RD 1619/2012, art. 6.2.c) requires the taxable base of each rate to be shown separately when an invoice covers supplies taxed at different rates. Article 7.1.f imposes the same on simplified invoices and till receipts. With a single rate, the usual one-line total is enough.
Where it appears
In the editor as you draft, on the invoice, delivery note and sales quote PDFs, on the POS receipt (both on screen and printed) and on the repair quote.
How rounding works
The tax due is worked out on the accumulated base for each rate, not by adding up the tax on every line separately. That is the approach that prevents penny-level mismatches between what the customer sees and what is reported.
Preview — Tax box on an invoice with three rates
Equivalence surcharge
This is a special Spanish VAT scheme for retailers, the “recargo de equivalencia”. The supplier charges the retailer VAT plus a surcharge and, in return, the retailer files no VAT returns for that activity. It exists only in Spain.
Who it applies to
Only to individuals and to income-attribution entities whose members are all individuals. A limited company (S.L., S.A.) can never fall under this scheme.
It is set up in two places, depending on which side you are on
Your workshop is under the scheme
Switch it on in Settings → Taxes. From then on, your supplier invoices carry the surcharge on parts. If a supplier does not charge it to you (based abroad, or because they only sell excluded goods), flag that on their record.
Your customer is under the scheme
Flag it on the customer record. Their invoices and receipts will carry the surcharge on top of the tax. It is your obligation as the seller, and the customer is required to tell you their situation.
How much it comes to
The surcharge is tied to each VAT rate and is worked out on the same taxable base, never on the tax due. These are the rates currently in force:
Preview — Supplier invoice with equivalence surcharge
When it does NOT apply
Never to labour or to services. The surcharge only bites on supplies of goods.
Nor to parts you fit during a repair: they form part of a service, they are not stock you are reselling.
Nor to goods excluded by law: vehicle, boat and aircraft parts, industrial machinery, second-hand goods, jewellery, construction materials and several others.
Separate invoices
The regulation requires supplies carrying the surcharge to be documented on invoices separate from the rest of your operations. If you need to bill labour and goods to the same customer under the scheme, issue two invoices.
Regions with their own scheme
If your workshop is in the Canary Islands, Ceuta or Melilla, choose the region on the same screen: the tax becomes the applicable one (IGIC or IPSI) and turns into your default rate. The rest of the catalogue is kept.
Veri*Factu (Spain)
The breakdown you see on the invoice is exactly what is submitted to the Spanish tax authority: one line per rate, with its base and its tax due, plus the surcharge fields when the operation carries them. The printed tax box and the submitted record agree to the cent.