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What does it mean?
This article provides essential information for our valued partners in Greece regarding the tax integration within the Palisis platform. As your trusted provider of ticketing and reservation systems and POS devices for streamlined booking and sales, we've partnered with Fiskaltrust, our fiscalization solution provider, to ensure seamless alignment with the latest Greek tax regulations.
In Greece, recent legislation mandates that all businesses using POS systems and issuing fiscal documents must integrate with a certified tax mechanism. This tax integration ensures that every transaction is securely recorded and can be reported directly to the Greek tax authorities, promoting transparency and compliance.
This integration serves to facilitate your mandatory compliance with these Greek tax requirements for all bookings and sales processed through Palisis. It encompasses the necessary functionalities within our platform and on your POS devices to accurately record and report tax-relevant data as mandated by Greek law. A key aspect of this integration involves the Fiskaltrust portal, where you will need to register and log in to verify your ‘Master Data’.
Within this article, you will find a step-by-step guide detailing:
- Login: Instructions on how to log in to your Fiskaltrust account.
- Master Data verification: Guidance on how to verify the accuracy of your tax-related ‘Master Data’ within the Fiskaltrust system.
- Employee creation: How to invite users to the portal.
What should I do?
This guide will walk you through the initial setup process for the Greek tax integration.
Accept the invitation and log in
You will receive an invitation email from Fiskaltrust on behalf of Palisis AG, similar to the example shown below.
Please follow the instructions in the email. Click the provided link to confirm your email address and create a new password.
Review your company’s Master Data
Once logged in, your first crucial step is to sign the agreement. Enter the Signatory, who is the authorised individual with the power to sign documents for your company (e.g., owner or legal representative). Carefully review and accept the terms and conditions and the privacy policy, then click 'Sign'.
Next, navigate to Company Info > Master Data. Verify that all the information displayed is accurate and complete, paying particular attention to fields marked with an asterisk (*), as these are mandatory.
The VAT number field is especially important. It may be labeled as AccountIdVat, IdGln, or UStIdNr. Ensure your Greek VAT number is entered correctly and is valid. This is essential for the proper fiscalization of your POS system.
Check the entered values using the Data Check feature located to the right of the data fields. Address any errors indicated.
Once you are satisfied that all the information is correct, scroll to the bottom of the page and click 'Save'.
Confirm your primary Outlet
Next, navigate to Company info > Outlets. Here, confirm that the automatically created 'Primary Outlet' is correct. You do not need to add any additional outlets for this integration.
To make changes to the primary outlet's data, select 'Edit' and make the necessary corrections or add additional information. While you have the option to add a contact person and logo, it is not required for the tax integration.
Create employees (optional)
If you need to grant portal access to employees or auditors, navigate to the 'Employee' section. Click the 'Add' button within the employee list area and enter the employee's email address.
After that, click Enter.
Ensure you complete at least the mandatory fields and configure the appropriate access rights. Afterwards, click 'Save'.
The invited employees will automatically receive an invitation email to join, similar to the initial invitation you received.