Tax calculation

Taxable amounts are charged individually in CargoSoft.

Only the line containing the taxable amount will be equipped with a valid tax key.
Pls use the field USt.

The key needs to be deposited in the basic data. It can be activated through a dropdown list or entered manually.

After the corresponding tax code has been selected, the tax amount is calculated automatically on this line and shown separately in the total amount.

All tax amounts of the individual taxable voucher items are added in the field VAT amount.

Using a reference line with a different tax key

The use of the reference line with billing code P = per cent is eliminated through this type of billing.

This calculation process was originally programmed in order to enable the use of reference lines and calculation lines with different tax keys.

Example
AimA percentage calculation of 100,00 EUR * 15 % (with tax key 0) is to be carried out in the invoicing.
The invoicing should only display the percentage (because the reference line has the tax key 19).
Problem

The reference lines P usually only allow the calculation of a surcharge on a value with the same tax key.

                               Line   5      fixed price                         100,00 EUR
                               Line 10     percentage line P               15,00 %        on line 5
                               Result                                                  115,00 EUR

Solution

The reference line (in this case line 5) is eliminated with the percentage calculation. Thus the problem of the different codes is solved.

Percentage and reference line within one line

For the percentage calculation, there must be two units in the basic data INVOICING → UNITS:

 
  • Unit P EUR → please fill the divisor with 100 
  • Fill the billing code that is to be calculated in percent with the quantity unit PROZ and the price unit P EUR.
  • The invoice code is set to M.  

Settings in INVOICING → BILLING CODES:
  • Calculation code M
  • Preallocation of the quantity unit PROZ and the price unit P EUR
  • Amount ( = 15 % ) does not need to be pre-assigned
  • Price ( = 100) does not need to be pre-assigned

(Quantity unit and price unit must be different units.
Otherwise, the calculation with the divisor 100 will not work out and the correct value cannot be determined in the percentage calculation.)

Result in the invoice:

Enter the percentage to be calculated into the field Value and the Base of settlement into the field Single amount.

As mentioned above, the application will only calculate the percentage with the units without adding the base of settlement to the result:

This procedure looks as follows in the print:

Tax key without reference to the reference line

As an alternative, two different billing codes containing two different tax keys can be used in two lines.

With the setting in the basic data Settings tab in INVOICING in COMPANY, reference lines can now be filled with different tax keys.
→ Use the checkbox Individual tax key per invoice-line.


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