Generate the Output VAT XML for Coretax
A month of sales invoices becomes an XML file ready to upload to Coretax.
Before you start
- Coretax is enabled, see the tutorial Set up the VAT accounts and Coretax. Until then, the Tax page only shows Tax rates.
- The company NPWP and NITKU are filled in, see the tutorial Fill in the company's tax identity.
- Customers have a 16-digit NPWP, a 22-digit NITKU and a primary address.
- The month's sales invoices are approved.
- Tax export access.
Steps
Step 1: Open Output VAT Export
In the sidebar, choose Transaction, then Tax, and open the Output VAT Export tab.
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The Tax page with the Output VAT Export tab open.
Step 2: Choose the tax period
Choose the Year and Month. The page loads that month's invoices by itself. Click Refresh current period after invoices change.
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The year and month selects with the Refresh current period button.
Step 3: Check the setup readiness
In Setup readiness, check the Company identity, Selected customer and Tax rules & UOM cards. Each card must be Ready.
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The Setup readiness section with its three cards and their status.
Step 4: Fix the blocked invoices
In the Blocked table, read the Blocking reasons and click Fix profile. Finday opens the company profile, the contact, the tax rules or the invoice, then brings you back.
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The Blocked invoices table with the blocking reasons and the Fix profile button.
Step 5: Select the ready invoices
In the Ready table, tick the invoices or click Select all ready.
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The Ready invoices table with checkboxes and the Select all ready button.
Step 6: Generate the XML
Click Generate XML. Finday shows how many invoices the XML was generated for and downloads the file. Upload that file in Coretax.
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The Generate XML button with the number of selected invoices.
When you are done
- The XML file is downloaded. Upload it yourself in Coretax, outside Finday.
- The invoices move to Already exported, and the run appears in Export History with the status Generated.
- Generation is not Coretax acceptance. Record the result, see the tutorial Record the Coretax result and correct an export.
Common problems
The Generate XML button can't be clicked
Select at least one Ready invoice, or click Select all ready.
A message says the VAT request could not be confirmed
Review the invoices and Export History before retrying. If you are correcting, first record the Coretax result of the earlier run that is Submitted.
A message says your role does not have the Tax export permission
Generating XML needs tax export access. Ask the company owner or an admin to add a role that includes it.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.