Registered with the Tax Authority — 259701

Invoice allocation system — the request goes to the Tax Authority the moment you issue

BaseCRM is connected directly to the Tax Authority's allocation service. After a one-time connection of the business, every tax invoice above the threshold receives its allocation number at the moment of issuance — the number is printed on the document and included in its digital signature.

Sign up Manual vs. automatic

Why an allocation system rather than typing it in on the Tax Authority website

You can obtain an allocation number with no software at all: sign in to the personal area on the Tax Authority website, enter the invoice details, get a number and type it back. That is entirely legal, and it is what many businesses do today. The question is not whether it is possible but what it costs you — for each invoice separately, every single time, when every keystroke is one more chance to get a document that is reported to the Tax Authority wrong.

Registered software connected to the allocation service does the same thing without you doing anything: it knows by itself which invoices require a number, sends the request at the moment of issuance, and writes the number onto the document. The difference between the two routes is not the validity of the number — that is identical — but your time, and how many openings human error is given.

When Base requests an allocation number — the exact rule

Today: every tax invoice above 5,000 ₪ before VAT, in force since 1.6.2026

The five conditions

  • The document is a tax invoice or a tax invoice-receipt
  • The amount before VAT is above 5,000 ₪ — strictly above, not equal to it
  • The transaction is subject to VAT (a zero-rated transaction needs no number)
  • The customer has a business tax ID — the request is keyed on it
  • The invoice has not been fully credited by a credit note

The threshold over the years

In force from Threshold (before VAT)
1.6.2026 ₪5,000
1.1.2026 ₪10,000
1.1.2025 ₪20,000
5.5.2024 ₪25,000

The amount is measured before VAT, and that is the most common mistake on the subject: a business looking at the final figure on the invoice believes it is under the threshold when it is above it, and finds out when the customer cannot deduct the VAT. BaseCRM calculates this from the document date, so an invoice issued today for an earlier period is measured against the threshold in force then.

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Manual vs. automatic

The very same number, two very different ways to get it

Manually, via the personal area Automatically, in BaseCRM
Who requests the number You, on the Tax Authority website, for each invoice separately The system, in the background, at the moment of issuance
How long it takes Minutes per invoice — sign in, identify, enter, copy back A second, without leaving the screen
Re-typing Yes — and therefore typing errors too None. The number is written onto the document directly
Invoices that piled up One by one One batched request for everything waiting, in a single click
An invoice held for review You handle it with the Authority separately The alternatives appear on screen, and your choice is reported back
Digital signature The document is signed before the number arrives The document is re-signed so the number is part of the signature

Connect once, and then it happens by itself

Four steps, three of which happen without you

Connect the business

Once: click Connect on the allocation numbers screen (or on the connect button shown on an invoice waiting for a number), identify yourself on the Tax Authority website and approve. It takes minutes.

Issue an invoice

Exactly as always. The system checks by itself whether this invoice requires an allocation number.

The number comes back

The request is sent to the Tax Authority and the number comes back, without you doing a thing.

Printed and signed

The allocation number appears on the PDF, and the document is re-signed so the number is part of the digital signature.

The Tax Authority authorisation is valid for three months. BaseCRM sends a renewal reminder two weeks before it expires — so you do not find out from a pile of invoices with no number.

What happens when things do not go smoothly

Most systems describe the case where everything worked. These are the other three

Invoices that piled up

Invoices waiting for a number — because the connection did not yet exist, or because the Authority did not answer — receive numbers in one batched request, not one by one.

Screenshot — the invoices waiting for an allocation number, with a request button on each invoice and one button for a bulk request

A delayed invoice

The Tax Authority may hold an invoice for review. That is not a refusal. The system presents the alternatives the Authority allows and reports your choice back.

Screenshot — an invoice the Tax Authority held: the explanation, the options to issue without a number, request a hearing or cancel the invoice, and the charge-reversal alternative

A supplier number that is not genuine

Input VAT may be deducted only against a genuine allocation number. On the expenses screen you click "Check" next to the supplier's allocation number and the number is verified with the Tax Authority: invoice details the Authority holds fill empty fields, and any contradiction with what was typed is flagged.

Screenshot — the allocation number field in an expense form, with the check button and a note that the number is required above the threshold

What exactly is connected, and what is not

BaseCRM is registered with the Tax Authority as software for managing a computerised accounting system, registration number 259701 — you can verify the software's registration with the Israeli Tax Authority. Every allocation request goes out in your business's name, on the basis of the authorisation you yourself gave the Tax Authority.

BaseCRM also transmits the uniform-structure (Open Format) file to the Tax Authority: when a demand letter arrives from the assessing officer, you mark it at export and the file is sent straight from the system after identifying with the Tax Authority (the general obligation starts in January 2027). And one thing the system does not do yet, so you don't find out later: it does not file the VAT report through the interface, because the Tax Authority opened that filing to representatives only. PCN874 export is in the system and is used to file the usual way.

Invoice allocation system — frequently asked questions

It is registered software that talks directly to the Tax Authority's allocation service. Before a tax invoice above the threshold is handed to the customer, the system sends its details to the Tax Authority and receives a unique approval number back — the allocation number — which is printed on the document. In BaseCRM you connect the business once, and from then on the request is sent by itself every time an invoice above the threshold is issued.

The system on the Tax Authority side is called "Israel Invoice". It does not issue your invoice — it returns an approval number for an invoice you are about to issue, confirming that the transaction was reported before the document changed hands. The software you work in is what talks to it, so the practical question is not "what does the Authority's system do" but "is my software connected to it".

Since 1.6.2026 the requirement applies to every tax invoice above 5,000 ₪, and the amount is measured before VAT. This is the most common mistake on the subject: a business looking at the final figure on the invoice believes it is under the threshold when it is above it. The threshold also came down in stages, so an invoice issued today for an earlier period is measured against the threshold in force then — BaseCRM makes that calculation from the document date.

There are two routes, and both are legal. Manual: you sign in to the personal area on the Tax Authority website, enter the invoice details, receive a number and type it back into your software — for each invoice separately. Automatic: you connect the business to the allocation service once, and from then on the number arrives by itself the moment the invoice is issued. The number itself is identical and equally valid on both routes.

Five things. That it is registered with the Tax Authority (BaseCRM — registration number 259701); that the request is sent by itself at the moment of issuance and not from a separate screen; that the allocation number is printed on the document and included in its digital signature; that it knows how to handle an invoice the Tax Authority has delayed, and not only the case where everything went through; and that it also checks the other side — a supplier's allocation number, before you deduct input VAT.

This is the side of the reform that is easy to forget: input VAT on a supplier invoice above the threshold may be deducted only when the invoice carries a valid allocation number, and a wrong number, or one the Tax Authority has no record of, is sometimes discovered only in an audit — when it is too late to fix. The expenses screen in BaseCRM has a button that verifies the number against the Tax Authority before the expense is approved, and points out any gap between what was typed and what the Authority holds.

No. The invoice is issued and marked as awaiting a number, and a number can be requested for it later. That is a deliberate decision: a fault or a load spike at the Tax Authority should not stop your business. The screen shows at any moment which invoices are waiting, so the list cannot pile up in silence.

The Tax Authority limits every such authorisation to three months, after which it must be renewed. BaseCRM sends a reminder two weeks before the authorisation expires, and renewing is one click on the allocation numbers screen. It sounds technical, but it is the most common reason a business that did connect discovers one day that invoices have piled up without a number.

Yes. Invoices that have piled up — because the connection did not yet exist, or because the Authority did not answer at the time — receive numbers in one batched request rather than one by one. That is what turns "we only connected now" into something settled with a click instead of a whole evening of typing.

The Tax Authority may hold an invoice for review instead of approving it immediately, and that is not a refusal. BaseCRM identifies the situation, marks the invoice as delayed, presents the alternatives the Authority allows in such a case, and reports your choice back to the Tax Authority.

Go deeper

The complete allocation-number guide

What the law says, who is liable, what happens if you are not compliant, and a checklist for choosing software

To the guide

Allocation number checker

Free tool: enter an amount and find out whether the invoice needs a number

To the tool

Digital Invoice

The complete digital-invoice guide and a comparison of systems

To the guide
Recording and transcribing a meeting

A client meeting recorded and transcribed — in the same system that issues the invoice

Record a full meeting, up to 90 minutes, and get a transcript attached to the appointment — the price, the payment terms and exactly what is included.

For example:
  • A meeting where the price and payment terms were agreed
  • A working meeting that will be billed on an invoice
  • A call to clarify an invoice or payment

  1. Consent before anything else

    Before recording, the participants confirm the meeting is being recorded. Without that confirmation, recording does not start.

    Screenshot — the meeting recording window: an explanation of privacy and a checkbox confirming that the participants know the meeting is being recorded

  2. Record up to 90 minutes

    On the appointment, choose “Record the meeting + transcript”, from the phone or the computer. The recording uploads in parts during the meeting.

    Screenshot — an active recording: the recording timer, how many minutes have already been uploaded and a stop-and-finish button

  3. The transcript arrives on the appointment

    Usually within a few minutes of the end, with a notification. Copy it or add it to the appointment description with one click.

    Screenshot — the meeting transcript on the appointment, with copy, add-to-description and delete buttons
  • The recording is transcribed on BaseCRM’s transcription server. It is not sent to external AI services.
  • The audio is deleted right after transcription. The transcript is stored encrypted, and everyone authorised to see the appointment can read it.
  • The transcription engine was trained on spoken Hebrew.

The transcript usually appears within a few minutes after the recording ends, and a notification is sent when it is ready. If the transcription server is offline at that time, the recording waits for it; a recording not transcribed within 7 days is deleted.

Stop requesting allocation numbers by hand

First year free — For businesses joining by 31.10.2026. When the free period ends: ₪29 a month, locked for the life of the subscription (instead of ₪99), for the whole business. Sign up without a credit card.

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