---
schema_version: "1"
id: 39a9494acc1e3b5993bc96e35e4afcca7addb89d84884b63eb050849c32340ce
title: Fiscal Checklist
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/rt_cms_fiscalization_fiscal_checklist.md
canonical_url: https://help.salesforce.com/s/articleView?id=commerce.rt_cms_fiscalization_fiscal_checklist.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 20ac9d96a22e9c5f1cdf7f4de10a1d0eee4552b1bcff31e741c9dcb2302bc217
description: Use the fiscal checklist to track action items for fiscalization in supported regions before going live with Point of Sale.
products:
  - Commerce
release: "264"
---
# Fiscal Checklist

Use the fiscal checklist to track action items for fiscalization in supported regions before going live with Point of Sale.

This table serves as a checklist for Fiscal regions supported by Point of Sale, including comments and reference articles. Use this checklist to track all necessary action items required for fiscalization in the designated country before going live.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/images/icon_tip.png)

Tip A file of this checklist template can be downloaded at the bottom of this article.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:9.523809523809524%">
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          <col style="width:9.523809523809524%">
          <col style="width:9.523809523809524%">
          <col style="width:9.523809523809524%">
          <col style="width:9.523809523809524%">
          <col style="width:23.809523809523807%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d160991e57">Task</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d160991e60"><a href="https://help.salesforce.com/s/articleView?id=commerce.rt_cms_fiscalization_requirements_for_france.htm&amp;release=264.0.0&amp;type=5" title="Confirm that your Point of Sale (POS) or cash register system in CMS meets criteria like inalterability, security, data retention, and archival.">France</a></th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d160991e68"><a href="https://help.salesforce.com/s/articleView?id=commerce.rt_cms_fiscalization_requirements_for_germany.htm&amp;release=264.0.0&amp;type=5" title="Point of Sale integrates with EFSTA to adhere to German fiscal regulations, providing a digital interface for financial administration.">Germany</a></th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d160991e76"><a href="https://help.salesforce.com/s/articleView?id=commerce.rt_cms_fiscalization_requirements_for_portugal.htm&amp;release=264.0.0&amp;type=5" title="Report accurate VAT to Portugal’s tax authorities by following fiscalization requirements in Point of Sale.">Portugal</a></th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d160991e84"><a href="https://help.salesforce.com/s/articleView?id=commerce.rt_cms_fiscalization_requirements_austria.htm&amp;release=264.0.0&amp;type=5" title="Austrian merchants must register with tax authorities via Finanz Online and digitally sign all Point of Sale (POS) transactions.">Austria</a></th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d160991e93"><a href="https://help.salesforce.com/s/articleView?id=commerce.rt_cms_fiscalization_requirements_for_italy.htm&amp;release=264.0.0&amp;type=5" title="Set up Epson FP90III RT model printer and configure Point of Sale CMS to gain fiscalization compliance in Italy.">Italy</a></th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d160991e101"><a href="https://help.salesforce.com/s/articleView?id=commerce.rt_cms_fiscalization_requirements_for_mexico.htm&amp;release=264.0.0&amp;type=5" title="Mexican tax rules require sellers to provide buyers with an electronic proof of payment. Point of Sale integrates with FiscalPop to ensure compliance with Mexico's fiscal requirements.">Mexico</a></th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d160991e109"><a href="https://help.salesforce.com/s/articleView?id=commerce.rt_cms_settings_fiscalization_requirements_for_spain.htm&amp;release=264.0.0&amp;type=5" title="Set up Point of Sale CMS to follow Spain's tax rules, including Verifactu and TicketBAI. These tools check how much VAT is being reported and if it's being paid.">Spain</a></th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d160991e117">Comments</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e57 ">Create merchant company in EFSTA Portal</td>

            <td data-label="FranceConfirm that your Point of Sale (POS) or cash register system in CMS meets criteria like inalterability, security, data retention, and archival." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e60 ">✓</td>

            <td data-label="GermanyPoint of Sale integrates with EFSTA to adhere to German fiscal regulations, providing a digital interface for financial administration." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e68 ">✓</td>

            <td data-label="PortugalReport accurate VAT to Portugal’s tax authorities by following fiscalization requirements in Point of Sale." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e76 ">N/A</td>

            <td data-label="AustriaAustrian merchants must register with tax authorities via Finanz Online and digitally sign all Point of Sale (POS) transactions." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e84 ">✓</td>

            <td data-label="ItalySet up Epson FP90III RT model printer and configure Point of Sale CMS to gain fiscalization compliance in Italy." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e93 ">N/A</td>

            <td data-label="MexicoMexican tax rules require sellers to provide buyers with an electronic proof of payment. Point of Sale integrates with FiscalPop to ensure compliance with Mexico's fiscal requirements." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e101 ">✓</td>

            <td data-label="SpainSet up Point of Sale CMS to follow Spain's tax rules, including Verifactu and TicketBAI. These tools check how much VAT is being reported and if it's being paid." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e109 ">✓</td>

            <td data-label="Comments" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e117 ">&nbsp;</td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e57 ">Enable fiscalization</td>

            <td data-label="FranceConfirm that your Point of Sale (POS) or cash register system in CMS meets criteria like inalterability, security, data retention, and archival." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e60 ">✓</td>

            <td data-label="GermanyPoint of Sale integrates with EFSTA to adhere to German fiscal regulations, providing a digital interface for financial administration." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e68 ">✓</td>

            <td data-label="PortugalReport accurate VAT to Portugal’s tax authorities by following fiscalization requirements in Point of Sale." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e76 ">✓</td>

            <td data-label="AustriaAustrian merchants must register with tax authorities via Finanz Online and digitally sign all Point of Sale (POS) transactions." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e84 ">✓</td>

            <td data-label="ItalySet up Epson FP90III RT model printer and configure Point of Sale CMS to gain fiscalization compliance in Italy." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e93 ">✓</td>

            <td data-label="MexicoMexican tax rules require sellers to provide buyers with an electronic proof of payment. Point of Sale integrates with FiscalPop to ensure compliance with Mexico's fiscal requirements." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e101 ">✓</td>

            <td data-label="SpainSet up Point of Sale CMS to follow Spain's tax rules, including Verifactu and TicketBAI. These tools check how much VAT is being reported and if it's being paid." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e109 ">✓</td>

            <td data-label="Comments" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e117 ">&nbsp;</td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e57 ">Enter tax identifier</td>

            <td data-label="FranceConfirm that your Point of Sale (POS) or cash register system in CMS meets criteria like inalterability, security, data retention, and archival." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e60 ">✓</td>

            <td data-label="GermanyPoint of Sale integrates with EFSTA to adhere to German fiscal regulations, providing a digital interface for financial administration." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e68 ">✓</td>

            <td data-label="PortugalReport accurate VAT to Portugal’s tax authorities by following fiscalization requirements in Point of Sale." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e76 ">✓</td>

            <td data-label="AustriaAustrian merchants must register with tax authorities via Finanz Online and digitally sign all Point of Sale (POS) transactions." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e84 ">✓</td>

            <td data-label="ItalySet up Epson FP90III RT model printer and configure Point of Sale CMS to gain fiscalization compliance in Italy." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e93 ">✓</td>

            <td data-label="MexicoMexican tax rules require sellers to provide buyers with an electronic proof of payment. Point of Sale integrates with FiscalPop to ensure compliance with Mexico's fiscal requirements." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e101 ">✓</td>

            <td data-label="SpainSet up Point of Sale CMS to follow Spain's tax rules, including Verifactu and TicketBAI. These tools check how much VAT is being reported and if it's being paid." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e109 ">✓</td>

            <td data-label="Comments" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e117 ">&nbsp;</td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e57 ">Enter fiscal values for additional store settings that vary from one country to
              another</td>

            <td data-label="FranceConfirm that your Point of Sale (POS) or cash register system in CMS meets criteria like inalterability, security, data retention, and archival." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e60 ">✓</td>

            <td data-label="GermanyPoint of Sale integrates with EFSTA to adhere to German fiscal regulations, providing a digital interface for financial administration." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e68 ">N/A</td>

            <td data-label="PortugalReport accurate VAT to Portugal’s tax authorities by following fiscalization requirements in Point of Sale." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e76 ">✓</td>

            <td data-label="AustriaAustrian merchants must register with tax authorities via Finanz Online and digitally sign all Point of Sale (POS) transactions." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e84 ">N/A</td>

            <td data-label="ItalySet up Epson FP90III RT model printer and configure Point of Sale CMS to gain fiscalization compliance in Italy." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e93 ">✓</td>

            <td data-label="MexicoMexican tax rules require sellers to provide buyers with an electronic proof of payment. Point of Sale integrates with FiscalPop to ensure compliance with Mexico's fiscal requirements." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e101 ">✓</td>

            <td data-label="SpainSet up Point of Sale CMS to follow Spain's tax rules, including Verifactu and TicketBAI. These tools check how much VAT is being reported and if it's being paid." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e109 ">N/A</td>

            <td data-label="Comments" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e117 ">&nbsp;</td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e57 ">Receipt configuration</td>

            <td data-label="FranceConfirm that your Point of Sale (POS) or cash register system in CMS meets criteria like inalterability, security, data retention, and archival." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e60 ">✓</td>

            <td data-label="GermanyPoint of Sale integrates with EFSTA to adhere to German fiscal regulations, providing a digital interface for financial administration." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e68 ">✓</td>

            <td data-label="PortugalReport accurate VAT to Portugal’s tax authorities by following fiscalization requirements in Point of Sale." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e76 ">✓</td>

            <td data-label="AustriaAustrian merchants must register with tax authorities via Finanz Online and digitally sign all Point of Sale (POS) transactions." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e84 ">✓</td>

            <td data-label="ItalySet up Epson FP90III RT model printer and configure Point of Sale CMS to gain fiscalization compliance in Italy." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e93 ">✓</td>

            <td data-label="MexicoMexican tax rules require sellers to provide buyers with an electronic proof of payment. Point of Sale integrates with FiscalPop to ensure compliance with Mexico's fiscal requirements." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e101 ">✓</td>

            <td data-label="SpainSet up Point of Sale CMS to follow Spain's tax rules, including Verifactu and TicketBAI. These tools check how much VAT is being reported and if it's being paid." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e109 ">✓</td>

            <td data-label="Comments" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e117 ">
              <p style="margin-bottom:0;">Configuration consists of fiscal data PS tags, paper receipt layout, and transaction
                e-receipt template. </p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e57 ">Order signing fiscal unit via EFSTA Portal</td>

            <td data-label="FranceConfirm that your Point of Sale (POS) or cash register system in CMS meets criteria like inalterability, security, data retention, and archival." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e60 ">N/A</td>

            <td data-label="GermanyPoint of Sale integrates with EFSTA to adhere to German fiscal regulations, providing a digital interface for financial administration." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e68 ">✓</td>

            <td data-label="PortugalReport accurate VAT to Portugal’s tax authorities by following fiscalization requirements in Point of Sale." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e76 ">N/A</td>

            <td data-label="AustriaAustrian merchants must register with tax authorities via Finanz Online and digitally sign all Point of Sale (POS) transactions." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e84 ">✓</td>

            <td data-label="ItalySet up Epson FP90III RT model printer and configure Point of Sale CMS to gain fiscalization compliance in Italy." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e93 ">N/A</td>

            <td data-label="MexicoMexican tax rules require sellers to provide buyers with an electronic proof of payment. Point of Sale integrates with FiscalPop to ensure compliance with Mexico's fiscal requirements." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e101 ">N/A</td>

            <td data-label="SpainSet up Point of Sale CMS to follow Spain's tax rules, including Verifactu and TicketBAI. These tools check how much VAT is being reported and if it's being paid." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e109 ">N/A</td>

            <td data-label="Comments" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e117 ">&nbsp;</td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e57 ">Receipt document series registration</td>

            <td data-label="FranceConfirm that your Point of Sale (POS) or cash register system in CMS meets criteria like inalterability, security, data retention, and archival." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e60 ">N/A</td>

            <td data-label="GermanyPoint of Sale integrates with EFSTA to adhere to German fiscal regulations, providing a digital interface for financial administration." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e68 ">N/A</td>

            <td data-label="PortugalReport accurate VAT to Portugal’s tax authorities by following fiscalization requirements in Point of Sale." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e76 ">✓</td>

            <td data-label="AustriaAustrian merchants must register with tax authorities via Finanz Online and digitally sign all Point of Sale (POS) transactions." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e84 ">N/A</td>

            <td data-label="ItalySet up Epson FP90III RT model printer and configure Point of Sale CMS to gain fiscalization compliance in Italy." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e93 ">N/A</td>

            <td data-label="MexicoMexican tax rules require sellers to provide buyers with an electronic proof of payment. Point of Sale integrates with FiscalPop to ensure compliance with Mexico's fiscal requirements." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e101 ">N/A</td>

            <td data-label="SpainSet up Point of Sale CMS to follow Spain's tax rules, including Verifactu and TicketBAI. These tools check how much VAT is being reported and if it's being paid." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e109 ">N/A</td>

            <td data-label="Comments" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e117 ">
              <p>Register four document series per register through merchant's login account on the Tax Authority website to obtain four ATCUD codes per register.
              </p>
              <p style="margin-bottom:0;">For Prod environments, manual intervention is currently required from Backend as they need to expose it via CMS. For Staging, Backend can configure dummy ATCUD codes for test registers; no need to register document series.
              </p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e57 ">Receipt ID prefix configuration</td>

            <td data-label="FranceConfirm that your Point of Sale (POS) or cash register system in CMS meets criteria like inalterability, security, data retention, and archival." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e60 ">N/A</td>

            <td data-label="GermanyPoint of Sale integrates with EFSTA to adhere to German fiscal regulations, providing a digital interface for financial administration." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e68 ">N/A</td>

            <td data-label="PortugalReport accurate VAT to Portugal’s tax authorities by following fiscalization requirements in Point of Sale." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e76 ">✓</td>

            <td data-label="AustriaAustrian merchants must register with tax authorities via Finanz Online and digitally sign all Point of Sale (POS) transactions." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e84 ">N/A</td>

            <td data-label="ItalySet up Epson FP90III RT model printer and configure Point of Sale CMS to gain fiscalization compliance in Italy." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e93 ">N/A</td>

            <td data-label="MexicoMexican tax rules require sellers to provide buyers with an electronic proof of payment. Point of Sale integrates with FiscalPop to ensure compliance with Mexico's fiscal requirements." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e101 ">N/A</td>

            <td data-label="SpainSet up Point of Sale CMS to follow Spain's tax rules, including Verifactu and TicketBAI. These tools check how much VAT is being reported and if it's being paid." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e109 ">N/A</td>

            <td data-label="Comments" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e117 ">&nbsp;</td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e57 ">Configure four ATCUD codes for each document series per register in Backend
              table</td>

            <td data-label="FranceConfirm that your Point of Sale (POS) or cash register system in CMS meets criteria like inalterability, security, data retention, and archival." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e60 ">N/A</td>

            <td data-label="GermanyPoint of Sale integrates with EFSTA to adhere to German fiscal regulations, providing a digital interface for financial administration." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e68 ">N/A</td>

            <td data-label="PortugalReport accurate VAT to Portugal’s tax authorities by following fiscalization requirements in Point of Sale." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e76 ">✓</td>

            <td data-label="AustriaAustrian merchants must register with tax authorities via Finanz Online and digitally sign all Point of Sale (POS) transactions." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e84 ">N/A</td>

            <td data-label="ItalySet up Epson FP90III RT model printer and configure Point of Sale CMS to gain fiscalization compliance in Italy." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e93 ">N/A</td>

            <td data-label="MexicoMexican tax rules require sellers to provide buyers with an electronic proof of payment. Point of Sale integrates with FiscalPop to ensure compliance with Mexico's fiscal requirements." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e101 ">N/A</td>

            <td data-label="SpainSet up Point of Sale CMS to follow Spain's tax rules, including Verifactu and TicketBAI. These tools check how much VAT is being reported and if it's being paid." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e109 ">N/A</td>

            <td data-label="Comments" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e117 ">
              <p style="margin-bottom:0;">For Prod environments, manual intervention is currently required from Backend as they
                need to expose it via CMS. For Staging, Backend can configure dummy ATCUD codes for test
                registers; no need to register document series. </p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e57 ">Activate each POS register</td>

            <td data-label="FranceConfirm that your Point of Sale (POS) or cash register system in CMS meets criteria like inalterability, security, data retention, and archival." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e60 ">N/A</td>

            <td data-label="GermanyPoint of Sale integrates with EFSTA to adhere to German fiscal regulations, providing a digital interface for financial administration." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e68 ">N/A</td>

            <td data-label="PortugalReport accurate VAT to Portugal’s tax authorities by following fiscalization requirements in Point of Sale." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e76 ">N/A</td>

            <td data-label="AustriaAustrian merchants must register with tax authorities via Finanz Online and digitally sign all Point of Sale (POS) transactions." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e84 ">✓</td>

            <td data-label="ItalySet up Epson FP90III RT model printer and configure Point of Sale CMS to gain fiscalization compliance in Italy." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e93 ">N/A</td>

            <td data-label="MexicoMexican tax rules require sellers to provide buyers with an electronic proof of payment. Point of Sale integrates with FiscalPop to ensure compliance with Mexico's fiscal requirements." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e101 ">N/A</td>

            <td data-label="SpainSet up Point of Sale CMS to follow Spain's tax rules, including Verifactu and TicketBAI. These tools check how much VAT is being reported and if it's being paid." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e109 ">✓</td>

            <td data-label="Comments" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e117 ">
              <p style="margin-bottom:0;">Point of Sale must provide guidance and support to ensure proper registration/activation
                of each PROD register via the EFSTA Portal.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e57 ">Merchant access to EFSTA Portal</td>

            <td data-label="FranceConfirm that your Point of Sale (POS) or cash register system in CMS meets criteria like inalterability, security, data retention, and archival." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e60 ">✓</td>

            <td data-label="GermanyPoint of Sale integrates with EFSTA to adhere to German fiscal regulations, providing a digital interface for financial administration." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e68 ">✓</td>

            <td data-label="PortugalReport accurate VAT to Portugal’s tax authorities by following fiscalization requirements in Point of Sale." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e76 ">N/A</td>

            <td data-label="AustriaAustrian merchants must register with tax authorities via Finanz Online and digitally sign all Point of Sale (POS) transactions." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e84 ">✓</td>

            <td data-label="ItalySet up Epson FP90III RT model printer and configure Point of Sale CMS to gain fiscalization compliance in Italy." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e93 ">N/A</td>

            <td data-label="MexicoMexican tax rules require sellers to provide buyers with an electronic proof of payment. Point of Sale integrates with FiscalPop to ensure compliance with Mexico's fiscal requirements." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e101 ">N/A</td>

            <td data-label="SpainSet up Point of Sale CMS to follow Spain's tax rules, including Verifactu and TicketBAI. These tools check how much VAT is being reported and if it's being paid." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e109 ">✓</td>

            <td data-label="Comments" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e117 ">
              <p>Merchant's email required to grant access to the company created in EFSTA Portal. </p>
              <p style="margin-bottom:0;"><u>References:</u>
                <a href="https://help.salesforce.com/s/articleView?id=commerce.rt_cms_fiscalization_providing_efsta_merchant_access.htm&amp;release=264.0.0&amp;type=5" title="Give merchants access to the EFSTA portal so they can download reports. You can manage Point of Sale user access to the EFSTA portal and confirm each user’s appropriate level of permissions.">Help</a> article.
              </p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e57 ">Fiscal data download</td>

            <td data-label="FranceConfirm that your Point of Sale (POS) or cash register system in CMS meets criteria like inalterability, security, data retention, and archival." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e60 ">✓</td>

            <td data-label="GermanyPoint of Sale integrates with EFSTA to adhere to German fiscal regulations, providing a digital interface for financial administration." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e68 ">✓</td>

            <td data-label="PortugalReport accurate VAT to Portugal’s tax authorities by following fiscalization requirements in Point of Sale." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e76 ">✓</td>

            <td data-label="AustriaAustrian merchants must register with tax authorities via Finanz Online and digitally sign all Point of Sale (POS) transactions." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e84 ">✓</td>

            <td data-label="ItalySet up Epson FP90III RT model printer and configure Point of Sale CMS to gain fiscalization compliance in Italy." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e93 ">N/A</td>

            <td data-label="MexicoMexican tax rules require sellers to provide buyers with an electronic proof of payment. Point of Sale integrates with FiscalPop to ensure compliance with Mexico's fiscal requirements." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e101 ">N/A</td>

            <td data-label="SpainSet up Point of Sale CMS to follow Spain's tax rules, including Verifactu and TicketBAI. These tools check how much VAT is being reported and if it's being paid." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e109 ">✓</td>

            <td data-label="Comments" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e117 ">
              <p>Merchant's email required to grant access to the company created in EFSTA Portal. </p>
              <p style="margin-bottom:0;"><u>References:</u>
                <a href="https://help.salesforce.com/s/articleView?id=commerce.rt_cms_fiscalization_accessing_efsta_fiscal_reports.htm&amp;release=264.0.0&amp;type=5" title="Generate fiscal reports using Point of Sale and EFSTA to sign every transaction with TSE.">Help</a> article.
              </p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e57 ">Logo Bitmap URL</td>

            <td data-label="FranceConfirm that your Point of Sale (POS) or cash register system in CMS meets criteria like inalterability, security, data retention, and archival." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e60 ">N/A</td>

            <td data-label="GermanyPoint of Sale integrates with EFSTA to adhere to German fiscal regulations, providing a digital interface for financial administration." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e68 ">N/A</td>

            <td data-label="PortugalReport accurate VAT to Portugal’s tax authorities by following fiscalization requirements in Point of Sale." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e76 ">N/A</td>

            <td data-label="AustriaAustrian merchants must register with tax authorities via Finanz Online and digitally sign all Point of Sale (POS) transactions." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e84 ">N/A</td>

            <td data-label="ItalySet up Epson FP90III RT model printer and configure Point of Sale CMS to gain fiscalization compliance in Italy." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e93 ">✓</td>

            <td data-label="MexicoMexican tax rules require sellers to provide buyers with an electronic proof of payment. Point of Sale integrates with FiscalPop to ensure compliance with Mexico's fiscal requirements." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e101 ">N/A</td>

            <td data-label="SpainSet up Point of Sale CMS to follow Spain's tax rules, including Verifactu and TicketBAI. These tools check how much VAT is being reported and if it's being paid." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e109 ">N/A</td>

            <td data-label="Comments" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e117 ">&nbsp;</td>

          </tr>
          <tr class="">
            <td data-label="Task" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e57 ">Configure Customer Information and Cart Option layout</td>

            <td data-label="FranceConfirm that your Point of Sale (POS) or cash register system in CMS meets criteria like inalterability, security, data retention, and archival." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e60 ">N/A</td>

            <td data-label="GermanyPoint of Sale integrates with EFSTA to adhere to German fiscal regulations, providing a digital interface for financial administration." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e68 ">N/A</td>

            <td data-label="PortugalReport accurate VAT to Portugal’s tax authorities by following fiscalization requirements in Point of Sale." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e76 ">✓</td>

            <td data-label="AustriaAustrian merchants must register with tax authorities via Finanz Online and digitally sign all Point of Sale (POS) transactions." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e84 ">N/A</td>

            <td data-label="ItalySet up Epson FP90III RT model printer and configure Point of Sale CMS to gain fiscalization compliance in Italy." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e93 ">N/A</td>

            <td data-label="MexicoMexican tax rules require sellers to provide buyers with an electronic proof of payment. Point of Sale integrates with FiscalPop to ensure compliance with Mexico's fiscal requirements." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e101 ">N/A</td>

            <td data-label="SpainSet up Point of Sale CMS to follow Spain's tax rules, including Verifactu and TicketBAI. These tools check how much VAT is being reported and if it's being paid." class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e109 ">✓</td>

            <td data-label="Comments" class="slds-cell-wrap" style="vertical-align:top;" headers="d160991e117 ">
              <p>Customer Information and Cart Option layout required to capture the customer's full name and related Tax/VAT identifier information. The layouts need to be configured in Staging and Production environments across all app configs.
              </p>
              <p style="margin-bottom:0;"><u>References:</u>
                <a href="https://help.salesforce.com/s/articleView?id=commerce.rt_pos_settings_customer_info_sales.htm&amp;release=264.0.0&amp;type=5" title="Configure a layout to show customer information such as name, email address, address, and other details to show associates in the Point of Sale (POS) app during a sale.">Customer Info</a>,
                <a href="https://help.salesforce.com/s/articleView?id=commerce.rt_pos_settings_custom_cart_options.htm&amp;release=264.0.0&amp;type=5" title="Add features that appear on the right side panel of the POS app, such as overrides, void cart, tax-exempt, and so on.">Cart Option</a>
              </p>
            </td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-retail-264-0-0-production-enus/17d647fb-8988-49fb-9add-c4f4cc79c9e4/images/icon_note.png)

Note If this checklist doesn’t cover your country or fiscal engine, use Point of Sale [Fiscalization SPIs](https://help.salesforce.com/s/articleView?id=commerce.rt_pos_orders_fulfill_bopis_bofis.htm&language=en_US) to connect the POS to an external fiscal system. Fiscalization SPIs support transaction processing, receipt printing, control operations such as login and logout, system health checks, and capture of government response fields in transaction logs.

## Files

[Fiscal Checklist (pdf)](https://resources.docs.salesforce.com/rel1/doc/en-us/static/pdf/FiscalChecklist-F.pdf)