Task guides
Add or change a VAT rate
Step-by-step task guide: VAT and DATEV.
- Open Settings, then VAT rates. A VAT rate is a tax percentage that documents and bookings can use.
- Choose New VAT rate.
- Fill Code (a short fixed label) and Name. The code cannot be changed later because bookings refer to it.
- Enter the percentage in Rate (%).
- Under Tax code choose which kind of tax treatment the rate stands for, for example a standard one or a reverse charge case, where the buyer owes the VAT. The list shows the app's own wording.
- If a DATEV key field is shown, you can enter the key your tax advisor's DATEV software expects. Then choose Save.
- To change a rate later, click its row, edit it and choose Save. If the list is empty, the page tells you that seeding SKR03 gives the standard German rates, or you create your own.