Two-Track VAT Logic for Complete APA Control
Separate workflows for VAT-exempt vessel purchases and charterer expenses. Automatic eligibility determination, accurate VAT computation, and audit-ready evidence generation—all in one platform.
VAT-Exempt Vessel Purchases
For supplies directly to the vessel
Vessels operating in international waters qualify for VAT exemption on supplies essential to navigation. Phoenix automatically analyzes each invoice against exemption criteria, documents the justification, and generates evidence for auditors.
Capture Invoice
Upload supplier invoices via mobile, email, or direct integration.
Determine Eligibility
Automatic analysis against VAT exemption criteria (vessel supplies, provisions, repairs).
Strip VAT
For eligible items, document VAT-exempt treatment with proper justification.
Generate Evidence
Create audit-ready documentation with exemption codes and supplier details.
Common Exempt Categories
Fuel & Lubricants
Bunker fuel for propulsion
Provisions
Food & beverages for crew
Repairs
Engine maintenance parts
Safety Equipment
Life rafts, fire extinguishers
Charterer Purchases & Expenses VAT
For billable guest expenses
Guest-related expenses during charter require accurate VAT computation for client billing. Phoenix tracks each expense, applies the correct territorial VAT rate, reconciles against APA advances, and produces detailed statements.
Capture Expense
Record charterer-billable expenses (provisions, port fees, excursions).
Compute VAT
Apply correct VAT rate based on supply type and territorial rules.
Reconcile
Match against APA advances, track running balance per charter.
Generate Statement
Produce detailed client statements with line-item VAT breakdown.
Common Charterer Expenses
Guest Provisions
Champagne, special requests
Port Services
Berth fees, utilities
Excursions
Transfers, guides, tickets
Communications
Satellite, data packages
What You Get
Every workflow produces professional documentation ready for clients, auditors, and accountants.
Client Statements
Detailed APA reconciliation with VAT breakdown per line item.
Reconciliation Packs
Complete documentation for each charter period.
Evidence Bundles
Audit-ready packages with all supporting documents.
Accountant Exports
CSV/Excel exports ready for accounting systems.
Built for Maritime Professionals
Fleet-Wide View
Manage APA across multiple vessels from a single dashboard.
Real-Time Balance
Live APA balance tracking per charter with instant updates.
Crew-Friendly
Mobile capture app for crew to submit expenses instantly.
Audit-Ready
Every transaction documented with full justification trail.
Simplify Your APA Workflow
Join yacht management companies who trust Phoenix for accurate VAT handling and professional client statements.