Taxes
VAT rates, reduced rates and the Spanish equivalence surcharge
In Settings → Taxes you define which taxes your shop applies. MyFixIO preloads your country's official rates (in Spain: standard 21%, reduced 10%, super-reduced 4% and zero-rated), and you can edit them, create your own and choose 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 you can use. It fills in automatically when you pick your country, and from there you tailor it to your business.
Preloaded by country
Selecting a country loads its official rates with the local tax name (VAT, IVA, TVA, MwSt., IGIC…). The “Load rates for…” button restores them at any time.
Editable and extensible
You can change the name and rate of any entry, and add your own with whatever name you want to appear on invoices. Decimals are supported (25.5%, 8.1%, 4.9%).
One default rate
There is always exactly one rate marked as the default: it applies to any item that has no rate of its own. Use the star button to change it.
Active or inactive
An inactive rate stops being offered when creating items, but stays on documents that already used it. That lets you retire an old rate without altering your history.
Preview — Tax rate catalogue
How to set it up
Pick your country
This sets the tax name, the currency and the rates that get preloaded. Changing country reloads the whole catalogue.
Review the rates
Delete the ones you don't use and add any that are missing. You can rename them: the name is what will show on your invoices and quotes.
Mark the default
The one you use for most of your sales. It applies whenever an item has no rate of its own.
Assign rates to your items
On each part and 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 you'll find 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 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 as it is, and the tax-inclusive price shown is recalculated. The sale price you enter is always the taxable base.
The selector only appears 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 amount for each one, instead of a single tax total.
Why it works this way
In Spain, the invoicing regulation (RD 1619/2012, art. 6.2.c) requires the taxable base of each rate to be stated separately when an invoice covers operations taxed at different rates. Article 7.1.f imposes the same on simplified invoices and receipts. With a single rate, the usual single line 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 amount is worked out on the accumulated base of each rate, not by adding up the tax of each line separately. That is the approach that avoids cent-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 (“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 can never be under this scheme.
It is configured in two places, depending on which side you are on
Your shop is under the scheme
Turn it on in Settings → Taxes. From then on, your supplier invoices include the surcharge on parts. If a supplier doesn't charge it to you (foreign, or selling only 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. This is your obligation as the seller, and the customer is required to tell you their situation.
How much it is
The surcharge is tied to each VAT rate and is worked out on the same taxable base, never on the tax amount. These are the rates in force:
Preview — Supplier invoice with equivalence surcharge
When it does NOT apply
Never to labour or services. The surcharge only applies to supplies of goods.
Nor to parts you fit during a repair: they are part of a service, not stock you resell.
Nor to goods excluded by law: vehicle, boat and aircraft parts, industrial machinery, second-hand goods, jewellery, construction materials and several more.
Separate invoices
The regulation requires supplies carrying the surcharge to be documented on separate invoices from other 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 shop is in the Canary Islands, Ceuta or Melilla, pick 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 sent to the Spanish tax agency: one line per rate, with its base and its amount, plus the surcharge fields when the operation carries them. The printed tax box and the submitted record match to the cent.