Table of Contents
Headsets
Description
By default, the program contains the Tax rates according to the country settingthat you made during configuration after installation.
With country setting Germany are the tax rates 0,00%, 19,00%, 7,00% and 0,00% VAT according to §13b UStG present.
The recorded tax rates are used in the following program areas:
- im invoice
- for accounting
- for the Care billing
- for to Pay
If you need a different tax rate, you can get a new one tax rate invest. You can also store the for each tax rate Account assignment according to your financial accounting if you are in BUSINESS the evaluation with the Finance manager and / or the transfer of data to external parties Financial accounting software want to use.
tax rate invest
The procedure for Couching of a new tax rate differs whether you have a license for the General Ledger Interface and / or the Finance manager have or not.
without a general ledger interface / finance manager
You have a license without General Ledger Interface and Finance Manager:
In the directory tree, select the Financial management the entry Headsets and click on 
in the menu.
The new tax rate is displayed in the directory tree. On the right side of the screen you define the following data for the tax rate. 
| Feld | Description |
|---|---|
| Tax rate (%) | Enter the percentage of the tax rate. |
| designation | Assign a unique name to the tax rate. |
| serial number | Set a number for the tax rate. |
| Tax code | By clicking  select a tax code.The tax code normal tax rate and reduced tax rate you can only assign one tax rate at a time. There can be any number of tax rates with the tax code Special tax give. The tax code is used to manage your tax rates within the financial administration and is not used in any other program area of DATAfor BUSINESS evaluated. |
| Valid with expense and / or income accounts | By ticking the box  decide which accounts you want for the tax rate invest can. |
| Tax rate according to §13b | In the case of tax rates with 0,00%, the option Tax rate according to §13b displayed. By activating of the option, you indicate that you will use this tax rate to transfer the tax liability to the recipient of the service. The tax code is automatically used for the tax rate Special tax placed. |
| Tax-specific information text for invoice printing | You can enter a tax-specific information text (e.g. for 0,00% VAT according to §13b UStG). This text is used for printing Invoices / credit notes pre-assigned if the tax rate is used in the LV. |
Confirm your entries by clicking on 
in the menu.
Then run the function Complete automatically by clicking 
in the menu. The tax rate is automatically completed with the required account assignments and is now available for work in the above-mentioned program areas of DATAflor BUSINESS is available for storage, management and analysis.
with a general ledger interface / finance manager
You have a license with General Ledger Interface and / or Finance Manager:
First agree which one with your tax advisor G / L accounts used in your financial accounting for the tax rate. Depending on the use of the tax rate, the following general ledger accounts are required:
| Income accounts | Note |
|---|---|
| Income (general) * | can use the same or different accounts |
| Revenue (AR) * | |
| Proceeds (VAT not due) | only necessary if you want to issue partial invoices with non-due VAT |
| Discount | only necessary if you are not familiar with the function like position want to work |
| Discount * | |
| Value added tax * | |
| VAT not due | only necessary if you want to issue partial invoices with non-due VAT |
| * required entry | |
| Expense accounts | Note |
|---|---|
| General costs of goods | |
| Input tax | |
| cash discount | for a discount received when paying supplier invoices quickly |
| * required entry | |
In the directory tree, select the Financial management the entry Headsets and click on in the menu.
The dialogue New tax rate will be opened. In the first step, you enter the general information on the tax rate.
| Feld | Description |
|---|---|
| Tax rate (%) | Enter the percentage of the tax rate. |
| designation | Assign a unique name to the tax rate. |
| serial number | Set a number for the tax rate. |
| Valid with expense and / or income accounts | By ticking the box decide which accounts you want for the tax rate invest can. |
| Tax code | By clicking select a tax code. The tax code normal tax rate and reduced tax rate you can only assign one tax rate at a time. There can be any number of tax rates with the tax code Special tax give. The tax code is used to manage your tax rates within the financial administration and is not used in any other program area of DATAfor BUSINESS evaluated. |
| Valid with expense and / or income accounts | By ticking the box decide which accounts you want for the tax rate invest can. |
| Tax rate according to §13b | In the case of tax rates with 0,00%, the option Tax rate according to §13b displayed. By activating With the option, you indicate the tax rate that you will use to transfer the tax liability to the recipient of the service. The tax code is automatically used for the tax rate Special tax placed. |
In the following steps of the dialog, select the G / L accounts that are used for this tax rate. To do this, follow the instructions in the dialog.
After completing the entry, the tax rate information is displayed on the right-hand side of the screen. You can also make subsequent changes to the tax rate here.
