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I have two net tax rates - What should I bear in mind when changing the VAT method?

If you have two net tax rates and your VAT billing method is changed in the next year, we cannot automatically assign your net tax rates to your sales tax rates. Therefore, please proceed as follows:

Switching from effective taxation to net taxation

  1. First identify the sales tax rate where you have two net tax rates. For example: Two net tax rates that must be invoiced at 7.7%.

  2. You already have such a VAT rate in the system that you currently use on invoices. For example: UN77 7.7% sales tax. 
    Create a second sales tax rate with the same information and edit the code so that you can distinguish between the VAT rates. Please make sure that the VAT rate is visible, or otherwise you will not be able to use it.
    To find out how to create a VAT rate, read the article "How do I add a VAT rate?"

  3. Create your new net tax rates based on the information that you have received from the Swiss Federal Tax Administration. For information on how to enter net tax rates in bexio, see "How do I create my net tax rates?"

  4. As soon as you have specified the new VAT method in the VAT basic settings, you will see the "Tax rate assignment for VAT" area in your accounting settings overview. Create a time series for your sales tax rates and your balance tax rates to ensure that a sales tax rate is always assigned to a net tax rate. For example: UN77 7.7% sales tax -> UN77(SSS1/51) 5.1% net tax.
    You can find out how to do this in the article "What does tax rate assignment do, and why do I need it?"

  5. Always use the assigned sales tax rate in your invoices and credit memos for products and services for which the first net tax rate applies. If the product or service falls under the second net tax rate, please use the sales tax rate that you assigned to the second net tax rate. This ensures that all postings created for these invoices and credit memos under net tax will be posted correctly. 
    If necessary, you must correct existing invoices by selecting the correct sales tax rate, but only if the invoice has not been paid by the beginning of the new year.

Switching from net taxation to effective taxation

  1. Identify the sales tax rate where you have two net tax rates. For example: Two net tax rates that must be invoiced at 7.7%.

  2. You may already have such a VAT rate in the system; if not, you can create one. For example: UN77 7.7% sales tax.
    Create a second sales tax rate with the same information and edit the code so that you can distinguish between the VAT rates. Please make sure that the VAT rate is visible, or otherwise you will not be able to use it.
    To find out how to create a VAT rate, read the article "How do I add a VAT rate?"

  3. As soon as you have specified the new VAT method in the VAT basic settings, you will see the "Tax rate assignment for VAT" area in your accounting settings overview. Create a time series for your sales tax rates and your net tax rates to ensure that a sales tax rate is always assigned to a net tax rate. For example: UN77 7.7% sales tax -> UN77(SSS1/51) 5.1% net tax.
    You can find out how to do this in the article "What does tax rate assignment do, and why do I need it?"

  4. Now you should always use the assigned VAT rate in your invoices and credit memos for products and services for which the first net tax rate applies. If the product or service falls under the second net tax rate, please use the sales tax rate that you assigned to the second net tax rate. This ensures that postings that are created for these invoices and credit memos under the net tax will be posted correctly. 
    If necessary, you must correct existing invoices and set the correct sales tax rate for them. However, this only applies if the invoice has not been paid by the beginning of the new year.
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