The fully digitalized e-invoice quota is insufficient—how to apply for an adjustment to the invoice credit limit? Here is the detailed tutorial!

The company's sales have increased a lot recently, and the invoice quota is insufficient. How can it apply for an invoice quota adjustment? Don't worry, Kailing Technology will guide you through it~

When the existing invoice quota is insufficient and the dynamic quota automatically initiated by the system cannot meet the demand, the taxpayer may apply to increase the quota through the "Invoice Quota Adjustment Application" function in the electronic tax bureau, supplementing purchase and sales contracts, fixed asset lists, and other materials.

Operation Steps:

1.Log in to the Electronic Tax Bureau and click [I Want to Handle Taxes] - [Tax Digital Account]。

2. Click [Invoice Quota Adjustment Application].

▲Or after logging into the electronic tax bureau, click [I Want to Handle Taxes]-[Invoicing Business]-[Blue Invoice Issuance] in sequence, then click the [Adjust] button next to "Available Invoice Quota" to also enter the invoice quota adjustment application interface.

3. Click the [Add Application] button.

4. On the invoice quota new application page, fill in the "application adjustment quota type", "invoice quota short-term adjustment type", validity start and end dates, applied adjustment quota (yuan), application reason and other fields. Fields marked with "*" are mandatory.

The attachment materials at the bottom of the page include three options: purchase and sales contract, fixed asset status table, and other materials. Please fill in and upload truthfully according to the actual situation, then click the [Apply] button.

If the taxpayer chooses to upload a purchase and sales contract and selects the contract counterparty as "natural person," the purchase and sales contract must be uploaded。

If a purchase and sales contract is uploaded and the contract counterparty is selected as "Unit (Enterprise)", fill in according to the page prompts: contract name, contract goods or services, contract amount, counterparty taxpayer identification number, and other information.

Warm reminder: In this case, the purchaser of the purchase and sale contract can log in to the electronic tax bureau to confirm the purchase and sale contract.。

The purchaser's contract confirmation path is as follows: [I Want to Handle Taxes]-[Tax Digital Account]-[Invoice Quota Adjustment Application]-[Purchase and Sales Contract Confirmation] module, select "Purchase and Sales Contract Confirmation Application Sent to Me" to confirm the authenticity of the contract.

In addition, taxpayers can also view the status of sent contract confirmation applications in this module under "My Sent Purchase and Sales Contract Confirmation Applications".

5. The back office will review after the application is submitted. Once the review is complete, the invoice quota adjustment status can be seen on the invoice quota adjustment application page, including the adjusted quota, adjustment date, etc.

Some text & imagesSource: Shanghai Tax

Beijing Kailing Technology Co., Ltd.——an enterprise business-finance-tax digitalization solution service provider.Based on extensive professional knowledge and experience in the business-finance-tax field, using new concepts and new technologies，Precisely grasp the integrated management needs of business, finance, tax, imaging, and electronic archives, helping enterprises achieve automation, intelligence, and digital transformation in business-finance-tax, promoting more efficient operations, smarter management, and release of more value for enterprise business-finance-tax users and management organizations.

Kailing Technology can provide customers withThe complete management solution, from the early stageConsulting Service Capabilities + Mature Software ProductsTo project planReliable implementation and rolloutand the most important thing after project deliveryFull-service support, committed to making enterprise business-finance-tax management simpler, more worry-free, and more efficient, so users are satisfied, worry-free, and reassured.

The Kailing Technology team hasSenior talent deeply engaged in the finance and tax industry, with a deep understanding of the current state and future trends of enterprise business-finance-tax operations management, using industry experience to provide customers with suitable system management solutions and information technology services, including:Automated business contract management process(sales/procurement) consulting and implementation,Tax Invoice Management(input invoice collection, output invoicing) consulting and implementation,Electronic management of financial content(electronic imaging system, electronic accounting archives system),Financial process automation(AR and AP automated reconciliation) and other services. Core team members come from globally renowned consulting companies and localized distinctiveFinance and TaxA well-known informatization enterprise,Can provide professional, high-quality solutions according to the enterprise's actual business needs。

If you have any business-finance-tax digital transformation needs, welcome to contact us,Beijing Kailing Technology will serve you wholeheartedly。