# China Golden Tax and ERP Integration Checklist > Source: https://netray.co/tools/china-golden-tax-erp-integration-checklist > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer A checklist for linking ERP sales and AP processes to the Golden Tax fapiao platform, covering master data, issuance, reversal and archive. ## Category regional ## Region China ## Audience - ERP consultant - Finance controller - Integration engineer ## Tool **Kind:** checklist **Scoring Note:** Aim to close every critical item before go-live. Anything critical left open should have an owner and a manual fallback agreed with the finance team. **Groups:** #### Scope and design **Items:** **Text:** Confirm which entities issue fapiao and under which taxpayer status **Critical:** true **Text:** Agree the integration route with the tax software vendor: API, file exchange or manual upload **Critical:** true Document the end-to-end flow from sales order to billing to fapiao to receivable Decide who is the system of record for the fapiao number **Text:** Check the current requirements of the local tax bureau for your entity **Critical:** true Agree volumes per day and peak at month end to size the interface #### Master data **Items:** **Text:** Customer legal names match exactly the registered names used on fapiao **Critical:** true **Text:** Customer unified social credit code or tax ID captured for each billing customer **Critical:** true Bank account and address fields stored where special fapiao require them **Text:** Product tax classification codes mapped to every sellable item **Critical:** true Tax rates per item aligned with the current VAT table Units of measure mapped between ERP and the fapiao platform Seller registration details and issuing staff configured per entity #### Issuance process **Items:** **Text:** Billing document data flows to the tax platform without re-keying **Critical:** true **Text:** Rounding rules between ERP line amounts and fapiao amounts are tested **Critical:** true Discount lines and free goods are handled as the platform expects **Text:** Fapiao number and code are written back to the billing document **Critical:** true Failed or rejected issuance returns a readable error to the billing clerk Batch issuance for large volumes is tested under load Limits per fapiao amount and per month are known and monitored #### Reversal and corrections **Items:** **Text:** Return and credit note process creates a matching red-letter request **Critical:** true **Text:** Red-letter fapiao is linked to the original fapiao number in the ERP **Critical:** true Partial credit notes are tested, not just full reversals Cancellation within the same period is handled and logged Approval flow for red-letter requests assigned to finance #### Accounts payable and archive **Items:** **Text:** Incoming fapiao verified against supplier, amount and tax before input VAT is posted **Critical:** true **Text:** Duplicate fapiao number check blocks double posting **Critical:** true Electronic fapiao files stored against the AP document Retention period agreed with finance and audit **Text:** Month-end reconciliation of ERP output VAT to the tax platform report **Critical:** true Access to the tax platform credentials limited and logged ## Content **Intro:** Fapiao are issued through the national tax platform, so any ERP running a China entity needs a clean interface to it. This checklist covers the design, master data, issuance, reversal and archive points that most often cause rework after go-live. **Sections:** #### How to use the checklist **Body:** Work through the groups with finance, IT and the tax software vendor in the same room. Tick items as you confirm them, and treat the items marked critical as go-live gates. Export the result to PDF or Excel to attach to your project governance pack, so the open items and owners are visible at steering meetings. #### Why the interface is more than a print job **Body:** The fapiao is a legal tax record. The data on it must agree with the billing document and the ledger, down to the cent. That makes rounding rules, tax classification codes and customer legal names a matter of correctness rather than formatting. When an ERP produces a billing amount that differs from the fapiao by a fraction because of different rounding, someone must correct it by hand every month. #### Master data is the usual root cause **Body:** Most rejected issuance requests trace back to master data: a customer name abbreviated in the ERP, a missing tax ID, or a product with no tax classification code. Clean this data before the interface test. A short data quality report listing customers and items lacking required fields is a cheap way to avoid weeks of testing noise. **Bullets:** - Match legal names exactly - Capture tax ID for special fapiao customers - Assign classification codes to all items - Review rates against the current VAT table #### Common mistakes **Body:** Teams often test only the happy path. Returns, partial credits, cancellations in the same period and fapiao issued to customers on a different legal name are where defects hide. Also confirm who holds the credentials for the tax platform, because a single shared login with no audit trail becomes a control issue at the first review. **Cta:** If you need an independent review of your fapiao interface design before go-live, Netray can walk through the flow with your finance and IT team. **Faq:** #### What is the Golden Tax system? **Answer:** It is the national tax administration platform behind VAT invoicing in China. Businesses issue and verify fapiao through it. Its phases have moved from tax control devices toward electronic and digitalized fapiao, so confirm which route your entity uses. #### Does the ERP issue fapiao directly? **Answer:** Usually the ERP prepares the billing data and a tax software or platform interface issues the fapiao, then returns the number to the ERP. Some local ERPs include that interface, while foreign ERPs generally need a connector. #### Why is the fapiao amount different from my invoice? **Answer:** Rounding rules, discount line handling or tax-inclusive versus tax-exclusive pricing are the typical causes. Align the calculation sequence in the ERP billing with the way the tax platform calculates amounts. #### How long must fapiao records be kept? **Answer:** Retention rules for accounting records and tax documents run for many years and differ by document type. Ask your auditor and local tax bureau for the exact period and archive the electronic files accordingly. ## Search terms golden tax erp integration, golden tax system phase iv, erp fapiao issuance interface, china e-invoice erp integration checklist, tax control device erp, china sales invoice erp interface, fapiao red letter erp, china tax invoice integration project --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json