The E-Tax Invoice function allows stores to manage their documents more efficiently. With this feature, stores can create and send electronic tax invoices (E-Tax Invoice) from the ZORT system to INET for review and approval in one seamless process. Follow the steps below to connect and set it up.
How to Connect ZORT and eTax–INET
Stores can contact INET to register for E-Tax, then connect it to the ZORT system by following these steps:
1. Go to the Settings menu and select Integration.
2. Click on Add Integration.
3. Go to the Accounting section.
4. Select E-Tax Invoice.
5. Enter the Token information in the designated field with the following details:
- Name: Set the name of the connection.
- Authorization Code: Enter the Token in this field.
- Mode: Stores can choose whether to connect to UAT or Production.
- Connecting to Production: This connects to the Production system of E-Tax for actual use.
- Not Connecting to Production: This connects to the UAT system of E-Tax for testing purposes only.
6. Click Verify.
How to Set Up the eTax–INET Connection
1. Go to the Settings menu and select Integration.
2. Click on the eTax.
3. Click the Edit button.
There are 2 Parts to Setting Up the eTax–INET Connection:
1. General Settings
A: Automatic Document Update: Set the schedule for sending eTax data. There are three options:
- No Update: No automatic data transfer.
- Daily Update to eTax: Automatically send data daily at around 1:00 AM the following day.
- Hourly Update to eTax: Automatically send data every hour according to the set schedule.
B: Set Document Number By: Configure the document numbering based on ZORT.
C: Set Data Transfer Type (TIV)
- Send Tax Invoice (388): For issuing a tax invoice.
- Send Receipt/Tax Invoice (T03): For issuing a receipt/tax invoice.
D: Document Setting: Set up the sending of a simplified tax invoice (if set to automatic, it will send all transactions without a full tax invoice request).
E: Document Storage Setting:
- Allow Onebox (INET) Storage: Documents will be stored in INET’s Onebox.
- Allow Taxbox (INET) Storage: Documents will be stored in INET’s Taxbox.
F: Document Prefix Setting: Stores can set the document prefix for E-Tax documents sent to INET (this setting only applies to sales transactions sent to INET).
2. Masking Information Settings
Masking Information Setting: Configure this for sales transactions from marketplaces where the buyer’s information is hidden (currently applicable for Shopee and Tiktok Shop). The system will change the buyer’s name in the eTax document to the specified name.
How to Set It Up
- Select “None”: The system will not send the buyer’s name to the document.
- Select “Custom”: You can set the customer’s code and name as desired. When a document is issued, the system will pull this information to display on the document.
With these steps, stores can now use the E–Tax Invoice system to send sales transaction data from ZORT to generate electronic tax invoices.
If you are interested in utilizing our comprehensive store management system,
we encourage you to reach out for further information.
Please do not hesitate to contact us at:
Phone: 02-026-6423
Email: support@zortout.com
LINE: @zort
