> For the complete documentation index, see [llms.txt](https://wiki.dieagenturverwaltung.de/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://wiki.dieagenturverwaltung.de/die-agenturverwaltung-en/finanzen-1/allgemeines-zu-finanzdokumenten/der-summenblock-am-ende-des-dokuments.md). # VAT, discounts, totals Below the item list there is a section with the totals of the document. ![Example of a very detailed totals block of a final invoice for a job.](/files/0f293b6a4cc23fe46d3441126d764b595969d63d) #### Agency service and external service This adds up the agency service and external service portions of all listed items. #### Percentage deductions and surcharges With this selection field and the associated description you can create percentage deductions and surcharges on the net total of the document.\ A surcharge can be used, for example, for "markup" or "processing fee", a deduction for "discount". {% hint style="info" %} **Percentage deductions and surcharges** as well as **Net deductions** are neutral with regard to services, i.e. they are neither attributable to agency service nor to external service. As a result, the project's total budget can change, but the budget for agency or external service remains unaffected. In case of doubt, it makes sense in such a case to define agency and external service budgets in the job as planned budgets and only refer to the estimate for the total budget. {% endhint %} #### More about VAT {% embed url="" %} #### Net deductions A net deduction consists of a designation (e.g. "price reduction due to late delivery") and an amount. The amount is deducted from the net total.\ Multiple net deductions can be created. If a negative amount is specified here, a net deduction can even be used as a net surcharge. In the final invoice of an estimate from which partial invoices have already been billed, the net deductions for each partial invoice are automatically generated. In our example, 8000 EUR net were already billed in a partial invoice dated 06.06.2019. They are therefore deducted here. This entry is generated automatically for the final invoice, but can also be changed. #### Net total The net total again accumulates all amounts. #### VAT share and rate If the document is an invoice or credit invoice, the VAT rate can be set here; the VAT amount is then calculated automatically based on the net total less net deductions. #### **VAT on estimates** Some customers, e.g. in the public sector, expect the VAT to be shown on estimates. This is possible by activating the checkbox "Specify VAT & gross amount (optional)". A VAT rate selection field opens and the print version will display both the VAT and the gross amount. ![](/files/1761ae90d00739108f4e99f7f7d322df7aa29cae) #### **What types of VAT are there?** The presets refer to the German market; if your company is, for example, based in Austria, you can click Settings in the main menu at the top right and then click the "VAT rates" tile in the "Finances" section. Here you can set the country in which your company is registered. ![](/files/160bdad03d52470e327a46a27a9d7f7f769474c6) {% hint style="info" %} **Changing statutory VAT rates**\ In Germany there were changing VAT rates in 2007, 2020 and 2021 due to changes in the law. These are also reflected in Die Agenturverwaltung.\ If, for example, an invoice is created in May 2020, the VAT rate valid in May 2020 is used automatically. \ **Important**: If the date of an already created document is changed in such a way that it results in a change of VAT, this is not changed automatically. Instead, the user is confronted with a prominent notice to change the VAT rate. {% endhint %} {% hint style="info" %} **Caution with service periods that span the validity period of a VAT rate!** \ VAT refers to the service period of the invoice, therefore it makes no sense to issue invoices for a service period that entails a change of VAT rates - e.g. from 01.05.2020 to 30.11.2020. In such cases we recommend creating two invoices. For example for the period 01.05.2020 - 30.06.2020 and 01.07.2020 to 30.11.2020. {% endhint %} #### Gross deductions It is possible to define one or more gross deductions; they behave like net deductions, but they refer to the net total plus VAT. Gross deductions make sense, for example, when a partial invoice (due to a statutory VAT change) was created with a different VAT rate than the final invoice. It can then be deducted from the total of the final invoice with two gross deductions (once the net amount of the partial invoice, once the VAT portion of the partial invoice). #### Gross total The gross total adds the net total, the VAT and subtracts any gross deductions. {% embed url="" %} **By the way, you can learn more about deductions in this video:** {% embed url="" %} --- # Agent Instructions This documentation is published with GitBook. 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