Assignment number for invoices according to the tax authority — what does the new regulation say?

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As part of the staging To the new regulation of the Tax Authority In Israel On the issue of assigning numbers to invoices,

Developer'Systems Line'Automated, advanced and friendly online system, which complies with the requirements of the Authority and streamlines the process.

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What does the regulation include?

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In April 2024, a new regulation of the Tax Authority entered into force aimed at combating black capital, improving transparency and control over the production of invoices in the economy.

The regulation stipulated that any tax invoice exceeding the threshold amount set by the authority, is required to have a fixed allocation number -”Assignment number“.

The allocation number accompanies the invoice number throughout the process - printing the invoice, registering in the books, registering the invoice with the customer (as a supplier invoice), reporting to the authorities in the VAT report and appearing on the VAT website

THE FIXED AMOUNT REQUIRING AN ALLOCATION NUMBER FOR 2024 WAS NIS 25,000 AND IN 2025, THE AUTHORITY LOWERED THE AMOUNT TO NIS 20,000.

This move has brought into the state coffers billions of NIS so far.

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How the automated process is carried out in the Cav-ERP software

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STEP A — SENDING CUSTOMER INFORMATION, AND INVOICE INFORMATION TO THE TAX AUTHORITY AND AUTOMATICALLY RECEIVING BY API OF AN ASSIGNMENT NUMBER RECEIVED FROM THE AUTHORITY.

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The process is based on a secure API that connects the accounting system of the business directly to the authority system.

After receiving the allocation number, the system will display the allocation number on the invoice.

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Step 2 — Handling delayed invoices

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There are several reasons for the delay in providing an allocation number. Some of the reasons are technical, and some concern the legal business status of the business house requesting an assignment number. In case of refusal, the software presents the user with 4 possible action alternatives:

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• Saturno to cancel the original invoice
• PRODUCTION OF AN INVOICE WITHOUT AN ASSIGNMENT NUMBER (IN THIS CASE, THE SUPPLIER MUST ISSUE A SELF-INVOICE)
• Reversal of charge (Saturno to cancel original invoice+zero rate invoice with special assignment number)
• Request for a hearing

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The added value of a systems line:

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Full integration with tax authority interfaces

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• Full support for real-time data transmission and assignments
• Built-in and secure API for each client

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Transparent user experience

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• No need for fundamental changes in business routines
• The process is carried out in the background, quickly and efficiently

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Continuous monitoring and control

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• Complete record of each call, error code and assigned number
• Regulation-adjusted management and auditing

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Support for automatic reception of an assignment number on a supplier's tax invoice

Preventing Typos — Assignment Number is entered automatically at the time of entry in books

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concluding

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A line of systems is fully prepared to support the tax authority's regulations on assignment numbers — in a simple, automated and secure way.
The user is not required to make any changes, and the system does all the work in the background.