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Where a tax number comes from · presentation 4 of 5 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Where a tax number comes from · presentation 4 of 5

Your suppliers are the half nobody counts

You can say why a supplier needs a tax number of its own…

The half of the list nobody audits

Step 1 — Know why a supplier needs a number of its own

You will stop thinking of tax numbers as a customer problem.

What this step names
  1. Everything that identifies them comes off their supplier record: the tax number
  2. The identity type and value
  3. The identity number
  4. The tax registration numbers
  5. The industry classification
  6. The business-activity description

Step 2 — Learn that a supplier record can save and still be unfit

A clean save will stop reassuring you.

Where this step sits
    flowchart TD
  s1["1. Know why a supplier needs a…"]
  s2["2. Learn that a supplier record can…"]
  s3["3. Sort the blanks that divert from…"]
  s4["4. Use the bulk route that really…"]
  s5["5. Never fix suppliers by exporting and…"]
  s6["6. Expect nothing to check the number…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s2 here;

Step 3 — Sort the blanks that divert from the blanks that go out wrong

You will know which gaps are urgent.

Where this step sits
    flowchart TD
  s1["1. Know why a supplier needs a…"]
  s2["2. Learn that a supplier record can…"]
  s3["3. Sort the blanks that divert from…"]
  s4["4. Use the bulk route that really…"]
  s5["5. Never fix suppliers by exporting and…"]
  s6["6. Expect nothing to check the number…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s3 here;

Fixing a list of suppliers

Step 4 — Use the bulk route that really does write tax numbers

You will stop using the wrong screen for the job.

Screen capture pending the demo tenant

Supplier File Import with the delimiter dropdown open and Sample Format beside the upload control

Step 5 — Never fix suppliers by exporting and re-importing

You will not delete the very data you set out to fix.

What this step names
  1. It omits the e-Invoice tax identification number
  2. The self-billed flag
  3. The tax registration and tourism-tax numbers
  4. The classification code
  5. The category code

Step 6 — Expect nothing to check the number you just loaded

Your expectations will match the product.

Where this step sits
    flowchart TD
  s1["1. Know why a supplier needs a…"]
  s2["2. Learn that a supplier record can…"]
  s3["3. Sort the blanks that divert from…"]
  s4["4. Use the bulk route that really…"]
  s5["5. Never fix suppliers by exporting and…"]
  s6["6. Expect nothing to check the number…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s6 here;

NarrationSlide 1 of 9

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