Clients: identification, economic activity and statement
The client record keeps the data Hacienda requires from the receiver (identification, economic activity, e-invoice e-mail), the contacts who receive copies and the account statement.
If you are not signed in, Tario asks you to log in and opens your current company.
Steps
In Sales → Clients use New client: Name, Country, Identification type (01 physical, 02 legal, 03 DIMEX, 04 NITE, 05 non-resident foreigner, 06 non-taxpayer) and Identification (cedula).
Click Look up in Hacienda: Tario brings the registered name (Use this name), the status and the regime, and applies the economic activity if one is registered.
Check the Economic activity code: in version 4.4 it is required on invoices and notes to taxpayers. It does not apply to tickets, exports or foreign clients.
The Electronic invoicing email receives every issued document. Under Contacts use Add contact and tick Copy invoices so other people get a copy.
If the client is an exporter, free-trade zone, CCSS or municipality, pick its Fiscal nature (0% sales). If it always buys tax-exempt with the same authorization (embassies, international organizations), tick This client buys tax-exempt in the Exoneration section: new invoices apply it on their own.
Save with Save client. The list shows Balance, Pay status and Status (Up to date, Open, Overdue); selecting a client opens Client details with its Recent documents.
From the details, Account statement downloads the client's statement and Email statement e-mails it. Import clients loads many from CSV or Excel.
Tips
- For a non-resident foreign client pick their country: no province, canton, district or economic activity is needed.
- When issuing, Tario checks the receiver's activity against the Hacienda registry: if the saved one is not registered, it uses the client's main active activity.
Common errors
| Code or message | What it means | How to fix it |
|---|---|---|
That identification was not found in the Hacienda registry. | The number does not belong to a registered taxpayer or the identification type does not match. | Check the Identification type and the number; for a non-taxpayer use type 06. |
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