Differential Taxation

This chapter describes how to use differential taxation in TRASER DMS 365.

The basic idea behind differential taxation is that only the difference between the sale and purchase price of the item is subject to the VAT. The contents of this chapter are divided into the following sections:

• Setting up a Service Order Type for Differential Taxation
• Setting up a VAT Prod. Posting Group for Differential Taxation
• Setting up a Sales Account for Differential Taxation
• Setting up a Sales VAT Deduction Account for Differential Taxation
• Setting up Stockkeeping and Pricing Wizard
• Activating Differential Taxation on Service Item Card
• Posting Unit Prices for Service Items Retrospectively

Setting up a Service Order Type for Differential Taxation

To be able to use the differential taxation functionality, you have to set up a service order type for differential taxation. More information on setting up service order types can be found under Setting up Service Order Types. Certain columns on the Service Order Types page are particularly important for the differential taxation setup. These columns are described in the following table:

Setting up a VAT Prod. Posting Group for Differential Taxation

This section describes how you set up the VAT prod. posting group for differential taxation. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the General Ledger Setup page.
• Navigate to the TRASER FastTab.
• In the VAT Product Posting Group (Differential Taxation) field, enter the correct product posting group or create a new VAT product posting group.

You have successfully set up the VAT product posting group for differential taxation.

Setting up a Sales Account for Differential Taxation

This section describes how you set up a sales account for differential taxation. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the General Ledger Setup page.
• Navigate to the TRASER FastTab.
• In the Differential Taxation - Sales Account field, enter a sales account or create a new account.

You have successfully set up a sales account for differential taxation.

Sales VAT Deduction Account Setting up a Sales VAT Deduction Account for Differential Taxation

This section describes how to delete a rental contract. This section describes how to set up a sales vat deduction account for differential taxation. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the General Ledger Setup page.
• Navigate to the TRASER FastTab.
• Enter a sales VAT deduction account for differential taxation into the Diff. Taxation Sales VAT Deduction Account field or create a new account.

You have successfully set up the sales VAT deduction account for differential taxation.

Setting up Stockkeeping and Pricing Wizard

This section describes how to set up the stockkeeping and pricing wizard. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the General Ledger Setup page.
• Navigate to the TRASER FastTab.
• Specify the item journal template that shall be used for the stockkeeping and pricing wizard in the Stockkeeping and Pricing Wizard Template field.
• Specify the item journal batch that shall be used for the stockkeeping and pricing wizard in the Stockkeeping and Pricing Wizard Batch field.

You have successfully set up the stockkeeping and pricing wizard. Your changes are saved automatically.

Activating Differential Taxation on Service Item Card

This section describes how to activate differential taxation on the service item card. To do so, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Click on the desired service item.
• Navigate to the Customer FastTab.
• Activate the Differential Taxation (§ 25a) toggle switch.

You have successfully activated differential taxation for a service item and can now use the service item for differential taxation in a sales order.

Posting Unit Prices for Service Items Retrospectively

You can retrospectively post the unit price for a service item. This is necessary, e.g. if the existing unit price is accidentally lost after a data migration. Retrospectively posting the unit price allows you to carry out a differential taxation as usual. To post the unit price of a service item retrospectively, please proceed as follows:

• Use the quick search (ALT+Q) to find the Service Items page.
• Select the service item for which you want to retrospectively post the unit price or create a new one.
• The Service Item Card is displayed.
• Click Home > Post base value and quantity for diff. tax. in the menu bar.
• The Stockkeeping and Pricing Wizard is displayed.
• Enter the unit price of the service item in the Amount field.
• Click OK to confirm your entry.
• A dialog window opens where you can confirm the new total amount.
• To confirm, click Yes.
• Another dialog window opens, asking if you want to post the amount.
• To confirm, click Yes.
• An Item Ledger Entry is posted.
• Activate the Differential Taxation (§ 25a) toggle switch in the Customer FastTab.

You have successfully posted the unit price of a service item retrospectively. You can now use the service item for differential taxation as usual.