The transaction has an incorrect tax code.
It must use an EC tax code to appear on the EC Sales List. By default, these are set up as T4 and T22. | Click Transactions and locate the transaction and check to the T/C column. | If the tax code is correct, you must check that it's an EC sales tax code. Check your tax codes now > If the tax code is incorrect you must delete or reverse the transaction, and repost it. |
| The customer record doesn't include an EC VAT number or country code. | Click Customers and select the relevant customer record and click Edit. | Choose the correct EC Country and enter the correct VAT Number and tax code in the customer record.
After making any amendments, for the transaction to appear in the EC Sales list, you must delete and re-enter the transaction.
You must ensure the VAT Number is in the correct format for the country. |
Not available in Sage 50 Accounts Essentials
The customer's delivery address doesn't include an EC VAT number or country code.
It's not always necessary to have a VAT number against the delivery address, but in some cases it can cause an issue. | - Click Customers and select the relevant customer record and click Edit.
- Click Addresses & Contacts and select the Delivery Address and click Edit.
| Choose the correct EC Country and enter the correct VAT Number and tax code in the customer record.
Once you've corrected this you must delete and re-enter the transaction for it to appear in the EC Sales List.
You must ensure the VAT Number is in the correct format for the country. |
The country on the customer record isn't selected as an EC country.
If you select a secondary address inside the EU for the invoice or order, you can flag transactions for the EC Sales List even if the customer's main address is outside the EU. | Click Settings then click Countries. | On the required country select the EU Member check box then click OK. |
| The transaction is dated outside of the EC Sales List period | Click Transactions and locate the transaction and check the Date column. | If the date is incorrect you can correct the transaction. |
| The T4 or T22 tax codes aren't flagged as EC tax codes. | Click Settings and click Configuration then click Tax Codes. | If you use T4 and T22 as your EC tax codes, you must ensure that the EC Code settings are correct. Check your tax codes now > |