Set up tax defaults, IOSS and declared values

Choose where tax registrations belong, apply Sales Channel defaults, understand overrides and resolve missing IOSS or declared values.

Before you start

Use confirmed registrations belonging to the correct company or marketplace account. You need permission to manage Company settings or edit the Order. These steps explain the application; a configured default is not proof that tax was collected. Check the actual marketplace or payment evidence. Currency-only Product visibility requires the matching ERP fix.

Steps

  1. Store each registration under its real owner

    Open Company > Sales channels. Put marketplace IOSS or VAT registrations under the exact shop/account that owns them. Put seller-owned registrations and EORI under Company registrations. Choose the supported registration type, enter the confirmed number and check the destination countries before saving. Never use another shop’s number merely because the carrier asks for one.

  2. Separate availability from automatic use

    A stored, active registration is available for selection. To use it automatically, explicitly enable automatic use for its configured destinations and save. Review the whole country list: enabling the registration applies to that list, not just the Order currently open. Selecting Czechia alone on an Order does not select an IOSS number.

  3. Understand which facts take priority

    Explicit source facts and a confirmed Order tax decision take priority. An enabled, uniquely matching Sales Channel default fills compatible missing tax facts before the Company fallback. A conflicting source fact, unmatched channel, unsupported destination or ambiguous registration needs review. Saving a number alone does not enable this fallback or prove tax collection.

    In Settings > Tax settings, change Automatic fallback directly with its switch. Choose Destination countries in the searchable multiple-choice menu; no selected countries means all destinations. Each change saves immediately. Wait for the saving result, then reload to check it. If saving fails, the previous saved value remains; review the error before retrying.

  4. Check the applied result on the Order

    Open the selected Order’s Documents panel and read Import taxes. Check Tax collection, Tax procedure, Registration owner and Source. A field supplied by a default shows a setting-source hint and a Settings link. Follow that link to the owning setting; Manage Sales Channel default or Manage Company fallback opens the corresponding scope. Check that the Order belongs to the intended Sales Channel. An exact enabled Sales Channel default can be used for label review without confirming the same tax decision again.

  5. Correct a single Order when necessary

    Use the pencil beside Import taxes when the effective decision is missing, conflicts with source facts or needs correction. Check the Order source, collection status, procedure, responsible parties and applicable registration against the actual evidence, then Confirm decision and wait for the save. A free-text Manual source is not a tax credential. After a label locks editing, use the eye control to view the saved decision; it does not reconfirm or change it.

  6. Keep weight and value rules in Fulfillment

    Weight and declared-value defaults or deliberate overrides belong to Fulfillment settings, not the tax-registration record. Follow the override hint below an affected field to its setting. A fallback fills missing data; an explicitly enabled override may replace the corresponding source value for shipment preparation. Review the scope before enabling it. Do not treat an effective shipment value as a change to the original Order’s selling total.

  7. Enter a declared value and its currency

    In the Order Card, use Value for the declared unit amount and the adjacent searchable currency selector for its currency. These are one money value with two parts; the Order selling total is separate. If currency is empty, the editable field offers the Company default; an existing currency wins. Selecting a currency does not convert the amount or apply a daily exchange rate. Check the amount in that currency. A currency saved before its amount leaves the value incomplete; the Product should remain visible. Mixed currencies must not be added as one unconverted total.

  8. Resolve the error and check before retrying

    For YunExpress code 02039171 identified as missing IOSS, choose Edit Import taxes or Open Sales Channel tax settings in the message. Check the matching registration, automatic-use setting, destination and any explicit Order decision. Save, reload and review Import taxes before trying Create label again. If the intended procedure is standard import, confirm the selected service supports it instead of assigning IOSS just to clear the error. Move without label follows the Stage Blueprint requirements; it does not satisfy carrier label checks.

Expected result

The Order shows the applicable tax treatment and its source, with links to the settings that supplied it. Product amounts and currencies remain explicit. Saving these settings does not itself create a shipment or guarantee carrier acceptance; missing evidence and label requirements are still checked.

For country-specific explanations, open Country knowledge. Sign in with your existing YiTaiCOS account and use a workspace with Orders read access. Select the country and, where relevant, the fiscal territory; use Topic to narrow the rule table. Open a rule for its sources, dates, exceptions and unresolved questions. Review status belongs to each statement, not the whole country. Choosing a territory does not select a tax treatment or change an Order.

If something goes wrong

  • IOSS is saved but not used: check the exact Order Sales Channel, registration availability, automatic use and configured destinations. Review explicit source facts or a confirmed Order decision that takes priority. Do not delete and recreate the number as a first step.
  • The message remains after correcting settings: it may describe the previous failed request. Confirm the current saved Import taxes result before retrying. If a new attempt fails, keep its code for support; repeated clicks are not a repair.
  • A Product disappears after selecting currency with no amount: this was a display defect. The affected position can still be stored. Reload after the corrected ERP version is deployed; if it remains missing, ask support to inspect the saved Order. Do not recreate the Order or add a duplicate Product to compensate.
  • Value, weight or another field cannot be edited or is hidden: check the Stage Blueprint, field permissions and shipment lock. A carrier error does not automatically reveal a hidden field or change what the Stage requires.
  • IOSS appears selected but label creation still fails: check the new specific error and service requirements. An exact enabled Sales Channel default does not need another Order confirmation; known excessive values, excluded goods and conflicting facts still block. Enter the actual declared value when known; never invent tax collection or a value to pass a check.