In the digital era, enterprise scale continues to expand, and the complexity of business-finance separation and digital islands have always been important challenges facing enterprise management. However, as the state continues to deepen the promotion of digital electronic invoices, electronic accounting archives management has ushered in a historic transformation. Electronic accounting archives management has always been an important part of enterprise financial management. In the past, enterprises usually needed large amounts of paper vouchers, receipts, and invoices, which not only occupied large storage space but also increased management complexity. However, with the development of digital technology, electronic accounting archives management is gradually replacing...
2023-12-28
1. How to print the general taxpayer qualification certificate on the electronic tax bureau? Answer: Hello, please click [My Information] — [Taxpayer Information] — [Qualification Information] on the electronic tax bureau, query the start of the general taxpayer qualification validity period, after finding it, enter and click [I Want to Handle Taxes] — [Certificate Issuance] — [Print General Taxpayer Certificate] interface, document production date start: select January 1 of the year when the general taxpayer takes effect, document production date end: select December 31 of the same year as the effective date (Example: if the general taxpayer validity period starts on 2020-6-1, the document production date start is 2020-1-1, doc...
2023-12-27
As fully digitalized e-invoices continue to be promoted, enterprises receive more and more fully digitalized e-invoices, and how to reimburse, post, and archive fully digitalized e-invoices has become an urgent problem for enterprises to solve. ① Acquisition and Storage Enterprises can obtain the XML digital file with the digital signature of the fully digitalized e-invoice through channels such as email and tax bureau websites; for document storage, enterprises with financial digitalization systems or archive management systems only need to store the received fully digitalized e-invoices in the invoice pool. For units without reimbursement system support, employees need to manually download them to local storage. ② File Signature Verification and Invoice Authenticity Verification Obtain the fully digitalized...
2023-12-27
1. How to sign a tripartite agreement on the electronic tax bureau? Answer: Hello, please click [I Want to Handle Taxes] — [Comprehensive Information Report] — [System Information Report] — [Deposit Account Number Report] to add or modify bank information, then click Next to submit; after successful submission, please click [I Want to Handle Taxes] — [Comprehensive Information Report] — [System Information Report] — [Online Tripartite Agreement Signing], click Add, select bank information and click Confirm, modify the batch deduction flag on the tripartite agreement application form interface, click Next to submit. After completion, you can return to the online tripartite agreement signing interface, select and check this bank information and click Verify. The agreement status...
2023-12-26
Whether to download a fully digitalized e-invoice as PDF, OFD, or XML is usually a concern for technology vendors, digital platforms, or a company's internal finance and IT departments. What enterprise managers should pay more attention to is—after the large-scale rollout of fully digitalized e-invoices, what impact will they have on the company's overall business. The following three challenges cannot be ignored: Q1 In the archiving stage of fully digitalized e-invoices, is only XML file archiving compliant? How can enterprises achieve full-chain acquisition, parsing, authenticity and signature verification, archiving, and storage of fully digitalized e-invoices? The previous electronic invoices looked like this: the current fully digitalized e-invoice XML files...
2023-12-26
1. How to remove the authorization of tax handlers on the electronic tax bureau? Answer: Hello, there are two ways to remove authorization, please choose one according to your needs. The following are the methods to remove authorization: For individual-side removal of authorization, please click Natural Person Business, enter the personal account information to be cancelled, click [My Information] — [Account Center] — [Enterprise Authorization Management] — [Authorized Enterprises], click [Delete] after the enterprise whose authorization needs to be removed, and the authorization will be removed after successful deletion; Hello, for enterprise-side removal of authorization, please click Enterprise Business, first log in to the enterprise account using the legal representative/financial responsible person information, click...
2023-12-25
On May 17 this year, the Accounting Department of the Ministry of Finance published the "Notice on Accounting Data Standards for Electronic Vouchers (Trial Version)" [Cai Kuai Bian Han No. 18 of 2023], which announced 9 categories of accounting data standards for electronic vouchers (trial version). The issuance of the "Notice on Announcing Accounting Data Standards for Electronic Vouchers" standardized the electronic voucher standard of "structured data file + format file encapsulation + electronic signature," effectively ensuring the legality, authenticity, and data security of data sources, ensuring the legal effect of electronic vouchers, and marking the arrival of a truly "paperless" era. Key points:...
2023-12-25
1. Can blank paper invoices be voided on the electronic invoice platform? Answer: Hello, please click [Invoicing Business] — [Paper Invoice Business], after entering, click [Paper Invoice Voiding], select the "Blank Invoice Voiding" tab, in the invoice type drop-down list, filter blank paper invoices by type, click "Query", check the blank invoices to be voided, click "Invoice Voiding", and the invoice voiding page pops up. On the invoice voiding page, fill in the number of copies to be voided, click the "Confirm" button, and the "Invoice voiding executed successfully" prompt box pops up. 1. I Want to Handle Taxes — Invoicing Business. 2. Invoicing Business — Paper Invoice Business. 3...
2023-12-23
In September 2020, China officially proposed the "dual carbon" strategy, with the goal of reaching "carbon peak" before 2030 and achieving "carbon neutrality" before 2060. Driven jointly by this strategy and China Golden Tax Phase IV, tax management is undergoing a major shift from "managing tax by invoice" to "governing tax by data." At the same time, the form of invoices is also undergoing an upgrade from traditional paper invoices to fully digitalized e-invoices (i.e., "fully digitalized e-invoices"). From a policy perspective, pilot acceptance of fully digitalized e-invoices has been widely carried out nationwide; at present, all 36 provinces, municipalities, and autonomous regions (including separately listed cities) across the country have fully achieved...
2023-12-23
1. How to check on the electronic tax bureau whether there are penalty and illegal/violation records? Answer: Hello, you can check whether there are penalty records and illegal/violation content through the following two modules; ① You can click [I Want to Handle Taxes] — [Legal Liability and Relief Matter Handling] — [Violation Disposal] — [Simplified Administrative Penalty] to check whether there are penalty records on this interface; ② You can click [I Want to Query] — [One-Household Query] — [Illegal/Violation Query] to check whether there is illegal/violation information. On this interface, adjust query conditions as needed (case registration date range, case status, handling status, tax...
2023-12-22
Since July this year, the invoicing scope of fully digitalized e-invoices has covered the whole country, and more and more enterprises have begun to receive fully digitalized e-invoices. But after receiving a fully digitalized e-invoice, how to archive it is also a problem. In what format should fully digitalized e-invoices be archived? PDF, OFD, or XML format? First, we need to make clear that fully digitalized e-invoices, as a type of electronic accounting archives, must have their archiving management strictly comply with electronic accounting archives management regulations. These regulations specify the format requirements for electronic accounting archives, as well as how to archive, preserve, and utilize them. The previously issued "Accounting Data Standards for Electronic Vouchers—Full...
2023-12-22
1. Q: When issuing a fully digitalized e-invoice on the electronic tax bureau, how do I add the payee and reviewer? A: Hello, for VAT ordinary invoices and VAT special invoices issued in the electronic invoice service platform, the "payee" and "reviewer" are not required fields. If there is a need to fill them in, taxpayers can enter the "payee" and "reviewer" information themselves in the "Remarks" column on the [Blue-letter Invoice Issuance] function page. 2. Q: On the electronic tax bureau, enter [I Want to Handle Taxes]—[Invoice Use]—[Invoice Issuance on Behalf]—[Issue VAT Special Invoice on Behalf (Self-service Machine)] and click "...
2023-12-21
· January 2016: VAT electronic ordinary invoices were fully promoted; · August 2020: the first VAT electronic special invoice was issued in Ningbo; · August 2022: the pilot for receiving "fully digitalized e-invoices" achieved full coverage; · March 2023: "fully digitalized e-invoices" were upgraded and renamed "fully digitalized e-invoices." With the continuous advancement of technology, the paperless invoice process has undergone three major leaps, from electronic invoices to fully digitalized e-invoices, and then to fully digitalized e-invoices. If the VAT electronic special invoice is regarded as version 1.0 of paperless invoices, fully digitalized e-invoices are fully digital...
2023-12-21
Currently, 36 provinces, municipalities, and autonomous regions nationwide (including cities with independent planning status) have fully achieved pilot coverage of fully digitalized e-invoices. In newly issued announcements by several provinces, one change caught our attention. (1) Official Announcement by the Tax Bureau! Train tickets and flight tickets no longer need to be printed for reimbursement! Taking Beijing as an example, the announcement added Electronic Invoice (Aviation Transport Electronic Ticket Itinerary) and Electronic Invoice (Railway Electronic Ticket). At the same time, the tax bureau also announced that the invoice issuance for natural person railway tickets and aviation tickets will be unified into the Individual Income Tax APP in the future, with no need for additional printing. Original text from the tax bureau: Natural persons obtaining from the electronic invoice service platform, ...
2023-12-20
1. How to export the data of past certification statistics on the electronic tax bureau? Answer: Hello, please click [I Want to Handle Taxes] — [Tax Digital Account] — [Invoice Query Statistics] — [Historical Deduction Information Query], after entering the page, select the tax period, click "Query", select the required data and click "Export". 1. I Want to Handle Taxes — Tax Digital Account. 2. Tax Digital Account — Invoice Query Statistics. 3. Invoice Query Statistics — Historical Deduction Information Query. 4. After entering Historical Deduction Information Query, select the tax period, click "Query", select the required data and click "Export"...
2023-12-19
In the past two years, China has vigorously promoted electronic invoices. Using electronic invoices can reduce enterprise costs, make it easier for consumers to keep records, and help tax authorities standardize management. It is a good thing that benefits the country and the people, but in the specific implementation process, it has encountered much criticism: ① Units that have established electronic archives management systems and implemented accounting information systems, where accounting vouchers, reimbursement vouchers, and other documents related to electronic invoices have all been digitized (excluding scans of paper vouchers, the same below), can archive electronic invoices and related electronic accounting vouchers such as accounting vouchers and reimbursement vouchers into the electronic archives management system through archiving interfaces or manual import for consolidation...
2023-12-19
1. How to modify the registered address on the electronic tax bureau? Answer: Hello, please click [I Want to Handle Taxes] — [Comprehensive Information Report] — [Identity Information Report] — [One-License-One-Code Household Registration Information Change], after entering, please check "License-related Information Change" in the list of items to be changed, then the license-related information change list below will automatically bring out the content before and after the registered address change, after checking that the information is correct, please click Next to submit; also please return to the homepage of the electronic tax bureau and check the new registered address brought out through [My Information] — [Taxpayer Information] — [Basic Information]. Step 1: 1. I Want to Handle Taxes —...
2023-12-18
Source: Beijing Tax official account. Beijing Kailing Technology Co., Ltd. — an enterprise business-finance-tax digitalization solution service provider. Based on enterprise needs, Kailing Technology provides solutions for sales management systems, procurement management systems, output invoicing systems, input invoice collection systems, imaging management systems, financial posting systems, electronic accounting archives, and other business solutions, professionally and efficiently helping enterprises transform and upgrade their business-finance-tax digitalized management. If you have any business-finance-tax digital transformation needs, welcome to contact us, and Beijing Kailing Technology will serve you wholeheartedly.
2023-12-16
1. On the electronic tax bureau, enter [I Want to Handle Taxes] — [General Tax Refund and Offset Management] — [In-Bond Reduction, Exemption, Refund and Offset], and click the drop-down menu for "Tax Refund/Offset (Fee) Basis Document Number" but there are no options (only the words "Please Select")? Answer: Hello, please click the [Reset] button in the upper right corner of the tax refund application form interface to refresh and check. If there are still no options, please move the mouse and click elsewhere, position the mouse elsewhere, then click the words "Please Select" for "Tax Refund/Offset (Fee) Basis Document Number" to check whether there are selectable options. 2. On the electronic tax bureau, the new version login interface uses agency business through newly added...
2023-12-15
As of December 5, the promotion of fully digitalized e-invoices has covered 36 regions nationwide, marking that China has officially entered the fully digitalized era. For group enterprises, legacy issues such as differences in regional promotion no longer exist. However, some erroneous signals still exist in the market. Erroneous signals in the market 1. Tax control media need to run in parallel with fully digitalized e-invoices for 3-5 years. Some tax service vendors in the market falsely claim that the promotion pace of fully digitalized e-invoices is slow and that tax control media need to run in parallel for a long time. Enterprises are therefore discouraged from slowing down their adoption of fully digitalized e-invoices in order to extend the service life of tax control hardware and software. With the rapid promotion of fully digitalized e-invoices, these rumors...
2023-12-15