Tax codes and identifiers

What this covers

Two pieces of reference the bookkeeper and the accountant need: what each Sage tax code means on an e-invoice, and the address each customer is invoiced at on the Peppol network.

Before you start

Have Sage open at Settings ▸ Configuration ▸ Tax Codes beside the agent window.

Tax codes

Sage tax codes are set by each company. T1 is 20 % in a UK company and 19 % in a German one. So the agent never assumes what a code means. An invoice that uses a code with no confirmed meaning is held, never sent with a guessed rate.

Confirm the table

1. Open Agent Status ▸ Tax codes. The agent proposes a meaning for every code, read from what Sage holds: the rate, the description, and the markers Sage sets for EC sales and reverse charge.
2. For each row, compare Proposed with Rate in Sage and Description in Sage, and read Because.
3. Click Confirm the proposed table, then Yes. From then on, invoices using these codes are sent with these treatments. Nothing already sent changes.

The tab will not confirm while a row needs something only you can supply:

• An exempt code needs the exemption reason that appears on your own paper invoices. Agree it with GoRoute.
• A row marked DISPUTED has two readings that give different VAT returns, for example zero-rated or outside the scope of VAT. Settle it with GoRoute, who sets that code, then confirm the rest.

This is the step that most repays care. A code mapped to the wrong meaning produces invoices that are accepted and wrong.

What the categories mean

Category	Meaning on the e-invoice	Rate	Typical German company code
S	Standard rate, including a reduced rate	19 % or 7 %	T1 (19 %), T5 (7 %)
Z	Zero-rated supply	0 %	T0
E	Exempt supply, with the exemption reason	0 %	T2
K	Intra-Community supply (reason VATEX-EU-IC)	0 %	T4
AE	Reverse charge (reason VATEX-EU-AE)	0 %	T20
G	Export outside the EU (reason VATEX-EU-G)	0 %	your export code
O	Outside the scope of VAT (reason VATEX-EU-O)	0 %	T9

Your own codes decide. The last column only shows what a German company commonly uses.

The table works the other way too: a 19 % line on a supplier's e-invoice becomes your 19 % code in the import file. When you add or change a tax code in Sage, confirm it on the Tax codes tab in the same sitting.

Intra-EU sales need a delivery country and date

A zero-rated sale to a VAT-registered business in another EU country must say where the goods went and when.

• Country: give the customer a delivery address with a country (Customers ▸ the account ▸ Edit ▸ Delivery Addresses) and pick it on the invoice's Order view.
• Date: Sage records no despatch date. The agent uses the rule you chose in the installer, usually the invoice date.

The customer's Peppol address

Every e-invoice is addressed to the buyer's Peppol address, written scheme:identifier: four digits, a colon, then the identifier, with no spaces.

9930:DE274991849

The agent finds it in this order:

1. Analysis 1 on the customer's Custom tab in Sage, when it holds an address. What is there always wins.
2. Otherwise, the customer's VAT registration number and the country on their address.

For most European business customers the VAT number is enough, and Analysis 1 stays empty.

If your company already uses Analysis 1 for its own analysis, the readiness report says so and names a free field to use instead. Never type Peppol addresses over your own analysis data.

Six countries where Analysis 1 is required

For customers in these countries a VAT number cannot be turned into a Peppol address. Fill in Analysis 1, or their invoices are refused.

Customer's country	Why the VAT number is not enough	Usual scheme
Sweden	Its VAT scheme has been removed from the Peppol list	0007, the organisation number
Denmark	Its old scheme has been removed from the Peppol list	0184
Norway	Its VAT scheme is deprecated	0192, the organisation number
Finland	Finland's scheme is the OVT code, not the VAT number	0216, the OVT code
Singapore	No VAT-based scheme	0195, the UEN
Japan	No VAT-based scheme	0188 or 0221

Ask the customer for their Peppol address. A business that receives e-invoices knows it, and it is often printed on their own invoices. Type it in exactly as given. Never guess one: a wrong address fails, or delivers your invoice to someone else.

A Swiss VAT number works on its own. Enter it as printed, for example CHE-123.456.789 MWST.

Fill in Analysis 1 elsewhere when

• a German public-sector buyer receives under its Leitweg-ID;
• the customer is registered on Peppol under a company-registration number;
• the customer tells you their Peppol address. That is always safer than working it out.

What you should see

The Tax codes tab says This table is confirmed … and in use, and the readiness report lists no customer under Customers with no Peppol address.

If it does not work

You see	What to do
Tax code not confirmed on a parked invoice	Confirm the code on the Tax codes tab
Not confirmed when you press Confirm the proposed table	Read the sentence: an exemption reason or a disputed row is outstanding
Tax codes where Sage's rate and GoRoute's mapping do not match in the readiness report	The rate changed in Sage. Review the row and confirm again
A Swedish or Norwegian customer's invoices are refused	Put their Peppol address in Analysis 1

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Written for agent 0.2.x and the GoRoute portal release of 31 October 2026.