Release Notes — Square integration, reverse charge report, and more!
New features
Reverse charge report
The new reverse charge report replaces the previous EC Sales report. It contains the same info, but expands it to all the countries were Quaderno validates a tax ID. As before, this report shows the total sales amount for each jurisdiction and tax id where no taxes were applied (reverse charged).
Square integration
Square builds common business tools in unconventional ways so more people can start, run, and grow their businesses. With our new Quaderno + Square integration, Square users will also have an automatic sales tax compliance system built into their business, being able to:
- Monitor tax thresholds worldwide and receive alerts for new tax filing obligations anywhere.
- Automate the invoicing process.
- Provide tax reports, showing merchants exactly how much they have to pay in each Tax Jurisdiction they are registered in.
You can read more about this new integration in our announcement blogpost and in our Support Center article.
Developer News
New
threshold.eu.100k webhook for the Annual turnover report, to warn whenever sales of digital services within the EU (exclusive of VAT) reach €100,000. Applies only to EU-based sellers.Improvements
Simplified document numbering
We’ve simplified the management of document numbering. You can now add a default prefix for each document sequence (invoices, credit notes, estimates and receipts) in your Quaderno account. Even better, just add the tag
{{YY}} or {{YYYY}} if you’d like to automatically use the current year as prefix!
Remember that if you’d like the document sequences to reset at the beginning of each year, you can activate the option
Reset document numbering at the beginning of the year on the preferences page. Head here for all the details!More invoice filters
We've added more filters to the invoices page. You can now filter your invoices by paid status, delivery status, or document status.
Easier plan upgrades
Our billing details page got an overhaul. Apart from easier plan changing, you can know when the next cargo will be effective and your current number of transactions used.
Latest articles
October 28, 2021 — Annual turnover report
New features
Annual turnover report
The new turnover report simplify the tracking and management of all your tax registration and collection obligations worldwide. It will replace the good old thresholds report.
This report will let you know if you are liable for tax collection in a particular jurisdiction, based on either your sales volume or the number of transactions where applicable.
Once you have registered in a particular jurisdiction, just head to the … menu and click Add jurisdiction to start collecting taxes in that jurisdiction. Easy peasy!
Head to Turnover report to learn more, you're gonna love it!
Developer News
- We're adding new webhooks,
threshold.warningandthreshold.exceeded, for the new Turnover report. See an example of the payload here.
- Most curl examples from https://developers.quaderno.io/api/ had been updated to make sure they reflect the current status of our API, and a few more examples and clarifications were added. Head to its public repo for details.
- If you need to edit coupons you're using with Quaderno Checkout, you can now do so directly in Stripe. You would not be able to edit coupons in Quaderno if they are linked to Stripe coupons.
abandonedcheckout sessions are now automatically removed after seven days of inactivity (this is, no updates or not submission attempts from the customer).
Latest blog posts
September 16, 2021 — Multi-account management is here! 👥
New features
(1) Multiple account management
Now you can manage all your Quaderno accounts from your own Quaderno dashboard. This is very useful for businesses with different legal entities or separate Quaderno accounts for different areas of the business.
The new feature is available now for adding new accounts. If you have already been using multiple Quaderno accounts, stay tuned for more information on migrating your accounts in the coming days, or just contact our support team if you have any questions!
You can read more details about this feature in Managing multiple accounts. Bye bye to logging in and out!
Developer News
- Creating and updating Custom Connect accounts (
POSTandPUTto/accountsendpoint) now accepts specifying thedefault_product_typeanddefault_tax_code. Before, defaults ofserviceandeservicewere applied.
- Our policy regarding API Versioning has been expanded and clarified.
To get important announcements regarding our API, please ask your account admin to add a developer role to their account.
Latest blog posts
September 3, 2021 — New tax code, user roles, document states, and more! ✨
New features
(1) New "Consulting" tax class
We have included a new tax code:
consulting. It's designed for those users who sell consulting or professional services and need to collect sales tax in their local jurisdiction and no taxes abroad.(2) New user roles: developers and accountants
We're introducing two new user roles so that you can send invitations from the users page with granular permissions:
- Accountant – Best for accountants and tax advisors who need to download data and reports.
- Developer – Best for developers or users primarily using the Quaderno API.
Read more about roles and permissions on Managing your team.
(3) New invoice and credit notes statuses
- Now a
paidinvoice will display related credit notes in theother datasection if applicable (replacing therefundedstatus).
- There's a new
remittedstatus for invoices with GoCardless' direct debit payments.
- Credit notes can now be voided. They won't show up on reports. Read more in Voiding a credit note.
For more info, check How invoices work and How credit notes work 🤓
Developer News
To get important announcements regarding our API, please ask your account admin to add a developer role to their account.
- The old API pagination was programmed to be removed on July 1st but we've extended the date to 31 August as a few users were still migrating. Read the guide for upgrading and ask us for help if needed!
- We're adding a backwards-compatible change to the API for the new Voiding a credit note feature – see (3) –. The new endpoint is
PUT /credits/CREDIT_ID/void. This is specially useful to correct mistakes: as deleting invoices is no longer possible to complain with tax rules worldwide, you can cancel out an invoice with a credit note, or void a credit if needed. Check the dev docs here.
Improvements
Easier EU IOSS management for sellers of physical goods
In order to support sellers who are registered in the EU import scheme (IOSS), we've created the option to indicate your registration status when adding the jurisdiction to your account.
If you're registered in the import scheme (IOSS), just select the option
Registered in import scheme when adding the jurisdiction European Union - OSS / IOSS to your account. Quaderno would then apply EU VAT on all imports under the 150EUR threshold.
The checkbox is not selected by default. That means that Quaderno won't apply tax on imports of physical goods into the EU.
Default account's product type
On 1 July, we introduced changes related to tax calculations for standard and reduced rate physical goods and services in order to ensure compliance with the new OSS scheme in the EU. From this date forward, the tax calculated on your invoices to customers in other countries may have changed based on your default product type (
goods or services).If you are using the standard or reduced tax classes, we recommend reviewing your product type settings and selecting the default product type based on the products you sell most. Read Adding your preferences in case you want to change these settings!
If you are selling both product types, we recommend reviewing your products and integrations to ensure Quaderno can distinguish the product type for each sale. Read more in Managing products with different tax rates.
