Skip to main content

​
Who this is for

Platforms that buy goods or services from suppliers and resell them to customers under their own name (undisclosed agent, buy/resell model). Typical cases: booking platforms, marketplaces, creator and freelancer platforms paying out their providers. Nocotax records the resulting documents, calculates the tax and produces the reports your accountant needs. It does not move money: payouts and customer payments stay in your own systems, and you record them in Nocotax.

​
How an order maps to Nocotax

For each order, two flows are involved:

​
What to send, and why

Only a few fields are required. The optional ones below are what makes reconciliation possible later: Nocotax only knows what you send.
Set order_reference and period on every line, even when you could set them once on the document: purchase invoices usually aggregate several orders, so the document-level value is not enough.

​
Before you start

  1. Create your account and finish the onboarding: default currency, timezone, your organization and its tax registrations. See Start developing.
  2. Create one organization per supplier (ownership=external, role MERCHANT) and per customer (BUYER). See Organizations.
  3. Add the tax registrations of your platform and of the organizations that need one. See Tax registrations.
  4. Test everything with your testmode API key first. Test and live data are isolated.

​
Go-live checklist

  • Every order produces exactly one sales invoice, and you store its Nocotax id next to your order.
  • Every supplier cost is recorded as purchase invoice lines carrying the order_reference of the order.
  • period is set on every line.
  • Invoices are finalized right after creation, so that the invoice date is close to the service date.
  • Customer payments and supplier payouts are recorded when they happen.
  • Refunds go through credit notes or cancellation, never through edits.
  • At month-end, you ran the checks in Reconciliation and close.

​
Common questions

Do I need separate accounts for test and production? No. Each Nocotax account has two modes: testmode for sandbox testing and livemode for production. Data is isolated between modes. Can I use the same organization as both supplier and customer? Yes, but it’s not a good practice. External organizations can have multiple roles simultaneously (MERCHANT and BUYER), but for testing purposes it’s easier to separate flows. How do credit notes work in this model? Credit notes work the same way in both flows. They reduce the amount remaining to pay on invoices and automatically adjust AP/AR balances. See Refunds and cancellations.