For the complete documentation index, see llms.txt. This page is also available as Markdown.
Sales tax / VAT
Initial settings in Die Agenturverwaltung
Settings → Finance → VAT rates → Select country
Are there VAT keys that need to be entered in the fields?
The default settings refer to the German market; if your company, for example, is based in Austria, you can click on Settings in the main menu at the top right and then click on the "VAT rates" tile in the "Finance" section. Here the country in which your company is registered can be set.
Tax keys can also be stored. These keys can be provided by the tax advisor. They are usually a single-digit number, e.g. “1” or “9”.
The tax keys are used to transfer bookings to DATEV. Therefore they can be specified for domestic bookings, intra-community trade bookings, as well as for third countries. Normally 9 tax keys should be entered here. At a minimum, however, those for the domestic market should be stored.
The tax keys only need to be specified if a company posts accounts. If only documents are passed on to the tax advisor, it is not necessary.
Changing statutory VAT rates
In Germany, changing VAT rates occurred in 2007, 2020 and 2021 due to changes in the law. These are also reflected in Die Agenturverwaltung.
If an invoice is issued, for example, in May 2020, the VAT rate valid in May 2020 will be used automatically.
Important: If the date of an already created document is changed so 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.
