How to validate the VAT summary of your documents

Checking that the VAT on your documents has been digitized correctly is important for your accounting. Follow these steps:

Steps to validate a document's VAT

1. Go to the Documents module

2. Open the document you want to review

3. Find the VAT summary:

• If the document is pending validation, you will see the summary in the first step of the validation process
• If the document has already been processed, go to the document's "Resumen" tab

4. Check that it matches the original document:

• The tax rate (4%, 10%, 21%...)
• The taxable base (amount before VAT)
• The VAT amount (tax amount)

5. If everything matches:

• For pending documents: click "Guardar y Siguiente" and complete the validation
• For already processed documents: no action is needed

6. If there is an error:

• For pending documents: Expand "Desglose de IVA", correct the base amount for the corresponding tax rate, and click "Guardar y Siguiente".
• For processed documents: In the "Resumen" tab, click the edit icon (pencil) for the tax rate, change the base, and confirm with the save button.

Do you need help?

If you detect recurring errors or need us to review a document with you, share the document ID or a screenshot from chat and we will review it together.

💬 Computer: Look for the chat icon in the bottom-right corner.

💬 Mobile: Open the user menu to access the chat.

Updated on: 23/04/2026