Pro forma invoices – drafted quickly and automatically
For tax-free intra-community shipments, you have to retain tax records. These include pro forma invoices that you can draft quickly and easily in a fully automated process with Taxdoo.
Our add-on for pro forma invoices
Taxdoo automatically prepares all monthly and quarterly pro forma invoices for you. These are then available for you via our intuitive customer dashboard for downloading as a PDF file! To you, this means that: you have more time and less manual work. You have not drafted pro forma invoices so far? No problem! With Taxdoo, it is also possible to create the records in retrospect without difficulty.
What is an intra-community movement?
Intra-community movements mean stock transfers across borders – thus, from one EU warehouse to another EU warehouse. These are routinely executed, for example, as part of Amazon Pan-EU or Amazon CEE.
This use of warehouses entails VAT obligations, even if no sale to the end customer has taken place yet on the stock transfer. The VAT law in this case presumes a fictious cross-border delivery to yourself in this case – meaning, you are the sender and recipient of the goods. Thes fictious intra-community delivery does not render proceeds, and it is also tax-free in the country of dispatch under certain conditions, but it must be declared for VAT purposes in the country of dispatch and entry, and you have to observe the obligation to produce supporting documents.
What is a pro forma invoice?
When using, e.g. Amazon PAN-EU or CEE, Amazon ships your goods to other EU countries. These movements are only tax-free if they meet extensive criteria. You must document these movements correctly in a corresponding supporting document. The supporting document is also called a pro forma invoice, and it must be submitted to the tax office on its request.
This means: You should issue a pro forma invoice to yourself for each tax-free shipment.
Find out more about our further add-ons
OSS export
- Identification of the relevant sales
- OSS adjustments
DATEV-Export
- Transactions and payments prepared for DATEV
- Correct VAT posting
Local returns
- One point of contact EU-wide
- The use of warehouses in the EU is no longer a tax hurdle
Intrastat
- Warning if you go above the reporting threshold in the EU
- Intrastat declarations in selected countries