VAT rate matching rules

The VAT rates used in your orders are automatically matched to Sellsy taxes according to the following rules:

Step 1: Initial filtering

Only active Sellsy taxes with the same percentage rate are considered for matching.

Step 2: Priority-based search

Matching is performed in this order of priority:

1. Exact match

The Sellsy tax name matches the VAT code used in your orders exactly.

Example:

• VAT code: FR_200
• Sellsy tax: FR_200
• ✅ Match found

2. Partial match

The Sellsy tax name contains the VAT code.

Example:

• VAT code: FR_200
• Sellsy tax: FR TVA 20% - FR_200
• ✅ Match found

3. Match by country code

The Sellsy tax name contains the first 2 characters of the VAT code (the country code).

Example:

• VAT code: FR_200
• Extracted country code: FR
• Sellsy tax: FR TVA 20%
• ✅ Match found

4. Fallback

If no match is found with the previous methods, the first active tax with the same rate is used.

Example:

• VAT code: IT_100
• Available Sellsy taxes at 10%: TVA Standard 10%, TVA Réduite 10%
• ✅ First tax used: TVA Standard 10%

Step 3: Result

If no active tax with the same rate is found after all these steps, the match is flagged as "No match".

Practical examples

Example 1: Exact match

VAT code in order: FR_200 (20%)
Available Sellsy taxes:
  - FR_200 (20%, active) ✅ Selected
  - FR TVA 20% (20%, active)

Example 2: Match by country code

VAT code in order: DE_190 (19%)
Available Sellsy taxes:
  - DE VAT19 (19%, active) ✅ Selected (contains "DE")
  - VAT Standard 19% (19%, active)

Example 3: Fallback

VAT code in order: IT_100 (10%)
Available Sellsy taxes:
  - TVA Standard 10% (10%, active) ✅ Selected (first available)
  - TVA Réduite 10% (10%, active)

Example 4: No match

VAT code in order: FR_55 (5.5%)
Available Sellsy taxes:
  - FR_200 (20%, active)
  - FR_100 (10%, active)
❌ No match (no tax at 5.5%)

Best practices

Naming your Sellsy taxes

For better automatic matching, name your Sellsy taxes by including the VAT code:

• ✅ FR_200 (exact match)
• ✅ FR TVA 20% - FR_200 (partial match)
• ✅ FR TVA 20% (match by country code)
• ❌ TVA Standard (fallback only)

Checking matches

Use the VAT page of your connector to:

• See all the VAT rates used in your orders
• Verify that they are correctly matched to Sellsy taxes
• Identify unmatched rates

Creating missing taxes

If a VAT rate has no match:

1. Check the exact percentage rate
2. Create the corresponding tax in Sellsy
3. Name it with the VAT code for better matching in the future