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What should I be looking at under "Accounting" - "Value Added Tax"?

Master currency foreign currency
bexio cannot guarantee a correct display of the VAT form with a master currency that is not CHF (for example Euro or US Dollar). You must clarify with your trustee whether a foreign currency should be stored as the master currency for your company or whether the master currency CHF would be correct for you.

 

If you go to where it says "Accounting" - "VAT", you will find the evaluation of your VAT rates by numbers. The evaluation is shown like the billing form from the FTA, so that you can transfer the values to the form as simply as possible.

 

We always provide the current quarter. If you want to change this, go to "Tax period" in the upper right corner.

 

If a quarter has come to an end and you have definitely completed a VAT statement, you can close the quarter. To do that, scroll all the way down to the bottom and select "mark quarter as billed". After that the VAT statement for this quarter no longer changes.

 

By clicking on the numbers marked in blue, you will see the VAT recapitulation. More on recapitulation

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