Issue a Self-Invoice or an Integration (TD16-TD29)
On a paid plan: self-invoices are created and sent to the SDI on the Standard, Pro and Max plans. On the free plan the Self-invoice entry does not appear.
When you buy from a foreign supplier, receive a reverse-charge invoice or have to regularise a purchase, you state the VAT yourself with a self-invoice (autofattura) or an integration (integrazione). In FatturaSmart you pick the type, enter the supplier and their invoice, check the VAT you owe and send the document to the SDI.
Which type should you use? FatturaSmart does not choose the type for you: it depends on the transaction and is a tax assessment. If in doubt, ask your accountant before sending.
The Types You Can Issue
On the New self-invoice page the types are split into two groups: From a supplier and Your business only.
| Type | Name in FatturaSmart |
|---|---|
| TD16 | Domestic reverse charge |
| TD17 | Services from abroad |
| TD18 | Goods from an EU country |
| TD19 | Goods already in Italy from a foreign supplier |
| TD20 | Regularisation |
| TD21 | Plafond overrun |
| TD22 | Extraction from a VAT warehouse |
| TD23 | Extraction from a VAT warehouse with payment |
| TD26 | Internal transfers between separate activities |
| TD27 | Own use or free gifts |
| TD28 | Purchases from San Marino with VAT |
| TD29 | Missing or irregular invoice |
Flat-rate (forfettario) or minimum regime: the page shows TD16, TD17, TD18 and TD29. Types TD21, TD26 and TD27 are not available for your regime: if you try to save one you see the message “Your tax regime does not allow this self-invoice type”.
Create the Self-Invoice
Step 1: Open New self-invoice
Go to the Invoices list, open the menu next to the Create button and choose Self-invoice. The New self-invoice page opens.
Step 2: Pick the type
Click the card of the type you need. Each card shows the code, the name and one line explaining when it is used. You enter the supplier, dates and amounts in the next step.
Step 3: Set the supplier
In the Supplier card click Set supplier:
- choose a supplier already in your contacts, or
- click Create new supplier and fill in their details.
| Field | What to enter |
|---|---|
| Supplier’s tax regime | For a foreign supplier RF18 (Other) is normally used |
| VAT number or Tax ID | As on the invoice; if it has the country prefix we remove it |
| The supplier has no tax identifier | Only for suppliers outside the European Union that have no code |
For the types in the Your business only group there is no supplier to choose: you see Your business instead.
Step 4: Enter the supplier’s invoice
In the Supplier’s invoice card click Add supplier invoice and enter:
| Field | Rule |
|---|---|
| Number | As it appears on the supplier’s invoice, 20 characters at most |
| Date | The date of the supplier’s invoice |
For some types, such as TD16, you can also pick the invoice with Search your received invoices, if it reached FatturaSmart through the SDI.
While a required supplier invoice is missing, the buttons to save and send stay disabled.
Step 5: Check the date
In Document data the date means something different for each type. The field name tells you:
| Field name | When you see it |
|---|---|
| Date you received the supplier’s invoice | For example TD16 and TD18. Any day of the month you received it also works |
| Date of the transaction | For example TD20, TD27 and TD29 |
| Date of extraction from the warehouse | TD22 and TD23 |
| Regularisation date | TD21 |
Step 6: Check the lines and VAT
Enter the lines with description and amount. The proposed rate is 22%: change it if the transaction calls for another one.
- In a TD16 every line needs the Reverse charge nature.
- If you choose a nature that is not normally used in that type, you see a notice: check before sending.
The summary shows VAT you owe and, when an amount is due, To pay the supplier.
Step 7: Send to the SDI
Click Send self-invoice. To finish it later click Save draft: from the saved draft you can send it with Send to SDI.
Integrate a Received Reverse-Charge Invoice
If the Italian supplier’s invoice is already among your received invoices and has reverse-charge lines, you do not have to copy it.
Step 1: Open the received invoice
Open the received invoice and, from the actions menu, choose Integrate with a self-invoice (TD16).
Step 2: Check and send
FatturaSmart prepares the TD16 with the supplier, the lines and the link to the received invoice. Check the nature and rate of every line, then send.
After Sending
- In the Invoices list the self-invoice carries the Self-invoice label. A separate box shows the taxable amount and the VAT you owe, with the note Not counted as revenue.
- To correct a sent self-invoice use Create reversal.
- Self-invoices still to be sent appear in Due dates under Self-invoices to send, with the date to send them by.
Numbering: self-invoices have their own numbering, separate from invoices, created automatically with the first self-invoice (for example AF-0001). You find it in Profile › Numbering, in the Self-invoices section.
Next Steps
- Import PDF invoices from foreign suppliers – have the PDFs read and find the self-invoices already filled in
- Understanding Document Status – follow the delivery to the SDI
- Set Document Data – date, number and subject
Need help?
Contact us on WhatsApp by clicking the icon at the bottom right, or write to supporto@fatturasmart.com. Support covers the use of the software: for the choice of the self-invoice type, ask your accountant.
Frequently Asked Questions
Which self-invoices can I issue with FatturaSmart?
On a paid plan you can issue the integrations and self-invoices TD16, TD17, TD18, TD19, TD20, TD21, TD22, TD23, TD26, TD27 and TD28 and the TD29 notice. You choose the type on the New self-invoice page; if you are not sure which one applies, ask your accountant.
Can I issue self-invoices on the free plan?
No. Self-invoices have to be sent to the SDI, and sending to the SDI needs a paid plan: on the free plan the Self-invoice entry does not appear in the menu.
Can I turn an invoice into a self-invoice?
No. To switch between invoice and self-invoice you create a new document. Within self-invoices you can change the type from Document data, among those of the same group.
How do I correct a self-invoice I already sent?
Open the sent self-invoice and use Create reversal: FatturaSmart prepares a document of the same type that cancels the previous one. For type TD27 the correction is a credit note.
Do self-invoices count as revenue?
No. In the Invoices list self-invoices carry the Self-invoice label and have their own box with the taxable amount and the VAT you owe, with the note Not counted as revenue.
