Performance location

The physical location where a service was provided. This is used to determine, which tax provider should be used to calculate the tax if tax calculation is required.

Additionally, this location can be printed on your document pdfs, be considered in booking rules, or be a reporting dimension. You can also optionally use this as a parameter for the item to document aggregation in your billing group.

Tax location

The physical location where the tax is incurred. This can differ from the performance location for example in reseller cases.

If you provide the taxes for line items you can provide this value.

If instellix calculates the tax or a 3rd party tax integration is used, then the tax provider will be the final determining factor in which country the tax is incurred. For the instellix tax provider the tax location will remain as provided.

The tax location is then used to determine the correct tenant VAT ID to be printed on your document pdfs (Sven to confirm). It is always being used in document aggregation (...)

Example Cases

For reseller customers for example if your tenant is located in Germany and the performance location is in the Netherlands, then the tax of germany might have to be applied. In this case the performance location would remain NL but the tax location would be DE

Invalid combinations

If a shipping location is provided, the performance location has to always match the country.