Processing tax matters

Scopevisio uses tax facts to map the interaction of tax rate types (e.g. standard rate, zero rate), their validity period, the associated tax codes and a specific product type with the respective country for which an invoice is issued.

The "Tax facts" form

Call up the link Edit tax matters via System menu > Manage accounting > Tax matrix . The active tax matters are pre-filtered for you

• Domestic

• IGL to companies without VAT ID

• IGL to companies with VAT ID and

• third country

are displayed. These represent the majority of the tax matters applied. If you remove the filter in the "Active" column, further predefined tax matters are offered.

If you would like to use one of these inactive circumstances, select it, click on Edit and activate it so that it is available to you for settlements. Remember to assign a corresponding revenue account. You can find out how to do this here.

The tax fact matrix

The link below the overview of tax matters takes you to the tax matters matrix.

The tax fact matrix is only used to determine the tax key and applies if the previously determined revenue account does not use the "Fixed tax key" setting.

The tax key is then determined by the combination of product type, tax rate type and country code as well as the tax fact.

The use of the tax fact matrix is optional, because if no valid line (and therefore no tax key) can be determined, the tax key of the revenue account is used again.