BizCortex documentation

Taxes at a glance

The Taxes area: tax codes, VAT returns, EC sales list, OSS, filing extension, periods, VAT ID checks and settings.

Taxes lives in the Finance app. Click Taxes in the sidebar. All VAT figures are computed from your posted journal entries, using the tax code on each posting line. That is why correct tax codes on invoices, bills and bank postings matter.

Which items you see depends on the country of your company. German companies see "VAT return" (the UStVA) and "Filing extension". Companies in other countries see their own "VAT return" built from their country pack.

Taxes at a glance
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • Accountant
  • Sales and Purchase roles (read only, plus VAT ID confirmation)
  • Viewer (read only)

Steps

  1. 1. Tax codes

    The list of VAT codes with rate, boxes, DATEV key and OSS country.

  2. 2. VAT return

    Germany: the UStVA with ELSTER submission. Other countries: the national return with boxes and export files.

  3. 3. EC sales list

    The quarterly report (ZM) of tax free supplies and services to EU businesses.

  4. 4. OSS

    The One Stop Shop return for sales to consumers in other EU countries (advanced navigation).

  5. 5. Filing extension

    Germany only: the Dauerfristverlängerung and the special prepayment (advanced navigation).

  6. 6. Periods

    Close VAT periods and lock the books (advanced navigation).

  7. 7. VAT ID check

    Check the format and validity of a VAT ID and get a qualified confirmation.

  8. 8. Settings

    Filing extension, special prepayment, VIES default and OSS registration (advanced navigation).

Tips

  • The Taxes sidebar entry offers two quick tasks: "Prepare and send the UStVA" and "Check a VAT ID".

Related

  • Tax codes

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

  • German VAT return (UStVA)

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

  • VAT return in other countries

    The national VAT return for companies outside Germany, with boxes, review hints and export files.

  • EC sales list (ZM)

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