An incorrect tax configuration in Shopify can cause your invoices to be rejected by Verifactu or TicketBAI. This means the invoice has no fiscal validity. That is why it is essential to have taxes correctly configured from the start.
Basic Tax Configuration in Shopify
Go to Settings > Taxes and duties in Shopify.
Select European Union under Tax regions.
In the Collect VAT section, select Spain.
Enter your Tax ID (NIF) with the ES prefix (for example: ESB12345678).
In the Collect cross-border VAT section, configure your business based on your online sales volume:
OSS regime: if your intra-community sales exceed €10,000 per year, you must register for the OSS regime and apply VAT based on the destination country.
Micro-enterprise exemption: if you invoice less than €10,000 per year in sales to other EU countries, you may qualify for this exemption.
How to Configure Multiple VAT Rates
If your catalogue includes products with different VAT rates (4%, 10%, 21%), you need to use tax overrides through manual collections.
Important: automatic collections cannot be used for this purpose.
Step 1: create a manual collection
Go to Products > Collections and click Create collection.
Under Collection type, select Manual.
Give it a descriptive name, for example:
VAT 4%orVAT 10%.If you don't want this collection to be visible in your store, go to Collection availability, click Manage, and uncheck the relevant channels. The tax override will still apply.
Click Save.
Step 2: add products to the collection
From the saved collection, go to Products and click Browse.
Select the products with that VAT rate and click Done.
You can also do this from each individual product: go to Products > All products, open the product, and add it to the manual collection in the lower right section. Make sure the Charge tax on this product option is enabled.
Step 3: apply the tax override
Go to Settings > Taxes and duties.
In the Spain section, click Add tax override.
Configure:
Destination zone: Spain.
Collection: the manual collection you just created.
Custom tax rate: enter the corresponding percentage (for example:
4%,10%).
Click Save.
Step 4: verify everything is working
Place a test order with a product from the collection. During checkout, Shopify should automatically apply the VAT rate configured in the override.
What Happens If Taxes Are Not Configured Correctly
An incorrect configuration can have the following consequences:
Invoices submitted through Verifactu may be rejected for not correctly reflecting the applicable tax rates.
The tax breakdown sent to the AEAT may not meet the legal requirements of your autonomous community.
Comply and other accounting integrations will not be able to correctly capture sales, exchange, and return data.
Higher risk of inspection and additional requirements from the tax authorities.