Table of Contents
VAT increase from January 1, 2021 (license without accounting interface and finance manager)
Introduction
In the following we explain the steps that are implemented in BUSINESS to implement the sales tax increase are necessary if you have a license without Have general ledger interface and finance manager.
If you have licensed one of the two modules, please switch to the Wiki page VAT increase from January 1, 2021 (license with Fibu interface and / or finance manager).
1. Check tax rates
Check that both the 16% and 5% tax rates and the 19% and 7% tax rates are available in the tax authorities.
In the transition phase before January 1, 2021, you need the tax rates that are still valid (16% / 5%) for billing current services and the future tax rates (19% / 7%) for preparing offers for services that you will only receive after the key date will perform.
If not all tax rates are available, create the missing tax rates. A detailed description of how to create tax rates can be found on the Wiki page Headsets.
2. Change the tax rate at the LV or at the positions
You should use the new tax rates now for the output of offers and order confirmations for services that you will only provide after January 1, 2021.
Adaptation of individual courses
For service specifications with the VAT procedure a tax rate excl. / incl. :
- Set in the project administration for the service specifications on the tab List of services / offer / order the new tax rate. When the change is saved, the new tax rate is passed on to all items in this LV and the LV is ready for printing.
For service specifications with the VAT procedure several tax rates excl. / incl. :
- Set the new tax rate within the position processing at the individual positions. On LV on the tab List of services / offer / order define which tax rate is preset for the LV when creating new items.
For LVs for which you will be invoicing before January 1, 2021, leave the VAT rate unchanged on the LV or on the items and only change it on or after January 1, 2021.
Multiple machining
The Multiple processing of LV financial data Within the LV search, you can change several LVs to the new tax rates at the same time. The assignment of the new VAT rates is transferred to the LV as well as its items and LV surcharges / discounts and is available directly for printing offers, order confirmations, invoices, etc.
This further development for DATAflor BUSINESS 2020 is available to all maintenance customers as part of the patch from June 29, 2020.
Would you like to use the program function, but still use an older one BUSINESS-Version? Schedule an upgrade quickly.
A detailed description of the program function can be found on the Wiki page Multiple processing of LV financial data.
3. Adjust the client's default tax rate
When creating a new LV in the project management, the VAT rate is automatically preset for the LV, which is in the Addresses at the client in the field Default tax rate is fixed. There is the entry is stored, the VAT rate is pre-assigned when creating a new LV that is in the Program parameter 60.10.160 is defined.
Adjustment of individual clients
If you would like the new tax rate to be preset for all newly created LVs for a customer, you should adjust the address of the respective customer on the tab Details> Address the material moisture meter shows you the Default tax rate accordingly.
Only store a default tax rate for clients for whom you do not use the VAT rate set in program parameter 60.10.160. For all others, select the entry .
Multiple machining
Have a license with the module Customer compass enables you to Multiple processing of address data within the Addresses-Search changing the default tax rate on several Addresses simultaneously.
The function of multiple processing of the address data takes into account those selected in the search result Addresses:
- First run the Addresses-Search with the desired search criteria. If you don't want to edit all the LVs displayed in the search result, make a selection Ctrl or Shift the desired Addresses.
- With the help of the search category Address property you can choose the Addresses for example after Clients restrict.
- During the Column selection there is also the new column Default tax rate ready. Filter or group the records in the table according to the tax rate to be changed and carry out multiple processing.
- If necessary, repeat the process for the second new tax rate.
- If no address is selected, all are used for multiple processing Addresses of the search result is taken into account.
This further development for DATAflor BUSINESS 2020 will be available to all maintenance customers as part of the patch from June 29, 2020.
Would you like to use the program function, but still use an older one BUSINESS-Version? Schedule an upgrade quickly.
A detailed description of the procedure can be found on the Wiki page Assign address data.
Have a license without the module Customer compass you are about to change the default tax rate Addresses with the property Clients the function in the company data VAT maintenance is available for storage, management and analysis.
Default for new ones Addresses
During the Default of Addresses define on the tab Details> Address, which entry when creating new Addresses in The Field Default tax rate is preset. Adjust the default if necessary.
4. Preset tax rate for new LV
When creating a new LV, the VAT rate is preset, which is stored in program parameter 60.10.160 if no other default tax rate is defined for the customer.
If you want the new tax rate to be used, adjust the program parameter 60.10.160 accordingly.
5. Tax change in ongoing construction projects
If possible, write a partial final invoice. Please note the tax regulations for partial fees.
Identification of the tax difference on TSR / SR
You can control partial final and final invoices in the print menu using the option Show tax changes in detail like the tax difference from previous advance payment invoices in the band Calculation of added value is shown:
| on a separate line | include in the declaration of the VAT of the increase in value |
|---|---|
 |  |
time limit
In order to clearly delimit and avoid later misunderstandings, the document date, posting date and service period for December invoices should be in December 2020, for January invoices in January 2021.