BizCortex documentation

Tax codes

View and maintain the VAT codes with their rate, category, return boxes, DATEV key and OSS country.

A tax code (for example UST19 or VST7) tells BizCortex how a line is taxed: the rate, the type, and in which boxes of the VAT return it is reported. Open Taxes, then "Tax codes". The list shows code, name, rate, category, boxes, OSS country, DATEV BU key and status. Use the category filter ("All categories") at the top to narrow the list.

Tax codes
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • Accountant
  • Anyone with the Tax rate write permission (to create or edit)
  • Sales, Purchase and Viewer (read only)

Steps

  1. 1. Create a tax code

    Click "New tax code". Enter code, name and "Rate in %". Choose the tax type and the category. Optionally enter the boxes, the OSS country, the DATEV BU key and a description. Save.

  2. 2. Edit a tax code

    Choose "Edit" in the row menu. Code and tax type cannot be changed after creation.

  3. 3. Deactivate

    Switch off "Active" for codes you no longer use. They stay valid for old postings.

Fields and options

Code

Short unique code such as UST19. Must be unique.

Rate in %

The VAT rate, with up to two decimals.

Tax type

OUTPUT, INPUT, REVERSE_CHARGE, INTRA_EU_ACQUISITION, INTRA_EU_SUPPLY, EU_SERVICE, REVERSE_CHARGE_OUT, EXPORT, EXEMPT or SMALL_BUSINESS.

Category

Standard rate, Reduced rate, Zero rate, Exempt, Input tax, Import VAT, § 13b (recipient), § 13b (supplier), Intra EU supply, Intra EU acquisition, EU service, Export (non EU), OSS or Small business. The category decides the default return boxes and whether a line appears in the EC sales list or the OSS return.

Box (base), Box (tax), Box (input tax)

The return boxes (Kennzahlen) for the taxable amount, the tax and the deductible input tax. Leave empty to use the default box of the category.

OSS country

For OSS codes: the EU country of the consumer, for example AT.

DATEV BU key

The tax key written into the DATEV export, for example 9 for 19 % input tax.

Tips

  • German companies start with ready made codes: UST19, UST7, UST0, VST19, VST7, RC13B19, RC13B19_EU, IGE19, IGE7, IGL, EU_SERVICE, RC13B_OUT, EXPORT and KU, plus OSS codes per EU country and rate (for example OSS_AT20).
  • Companies in other countries get the tax codes of their country pack.

Related

  • German VAT return (UStVA)

    Compute the monthly or quarterly UStVA from your bookings, download it and send it to ELSTER.

  • OSS return

    One Stop Shop report of sales to consumers in other EU countries, per country and rate.

  • EC sales list (ZM)

    Quarterly list of tax free supplies and services to business customers in other EU countries.

  • DATEV export, import and connection

    Hand bookings and receipts to your tax adviser as DATEV files or directly through the DATEV connection, and import DATEV booking batches.