Value Added Tax (VAT)

Introduction

appero quote offers you different ways to display the VAT of your quote, as a percentage value at the individual Quote Line Item or as displayed amounts in the VAT or Gross Total items. But first you need to determine the correct tax rate for each Quote Line Item. For this, appero quote offers various options depending on the complexity of your configuration.

Determination of the correct tax rate

Global uniform tax rate

The easiest way to define the tax rate for your quotes is through the Setting > Functionality ("Standard VAT", name of the setup text "standardvat"). This parameter allows you to define the default tax rate for your company. This tax rate will always apply if no tax rate is defined for the opportunity or account and no active tax rules apply to the quote.

Tax rate per Account or Opportunity

In addition to the standard tax rate, e.g. 19% in Germany, you may need additional tax rates for international business, e.g. a VAT rate of 20% for a partner in Austria. You have two ways to define this - via the Account or via the Opportunity:

The prioritization is as follows:
If there is an own tax rate at the opportunity, the tax rate at the account will be ignored. If there is a tax rate on the account, the global tax rate in the settings will be ignored.

Tax rate via rulebook

The previous options only allow a single tax rate per quote. However, there are cases where this is not sufficient, e.g. if you want to offer products at the normal and reduced tax rate at the same time.

Here, the system of three objects - Tax Key, Tax Rate, and Tax Rule - offers the greatest possible flexibility:

The Tax Key and Tax Rate merge at the Tax Rule:

Field	API-Name	Function
	Name	Tax Rule Name
	sf42_quotefx__SF42_ProductGroup__c	Lookup(Product Group) The rule refers to this product group. Here, only the primary product group of a product is considered, the secondary one is ignored.
	sf42_quotefx__SF42_Product__c	Lookup(Product) As an alternative to the product group, a tax rule can also refer to a single product
	sf42_quotefx__SF42_Tax__c	Returns the tax value in % from the associated tax rate
	sf42_quotefx__SF42_TaxRate__c	Master-Detail(Tax Rate) Relation to the object Tax Rate
	sf42_quotefx__SF42_TaxKey__c	Master-Detail(Tax key) Relation to the Tax Key object

Any number of different Tax Rules can be stored for a Tax Key. Products and product groups can be assigned to different rules and thus to different Tax Rates. Everything flows together at the account, via whose tax key stored there the associated rules are queried.

Behavior in the Quote Editor in case of ambiguity:

• Incompletely configured tax rules are output in the quote editor with tax value 0%.

• In case of duplicate rules, the first one found is used randomly.

• In case of competing rules on product and on product group, the rule for the product is used.

• Global rules without product (group) assignment are ignored.

The value added tax in the quote editor

In appero quote Lightning Editor, you basically have three different ways to display the tax:

Angebotselement	Bezeichnung	Funktion	Beispiel
	Spalte MwSt.	Die MwSt. Spalte blendet den Steuersatz in % an der Angebotsposition ein.
	Angebotselement ‘MwSt.’	Das Angebotselement Mehrwertsteuer gibt die im Angebot enthaltene MwSt. als Betrag aus, unterteilt nach den beteiligten Steuersätzen.
	Angebotselemente ‘Gruppensumme brutto’ und ‘Summe brutto’	Über die Bruttosummenelemente können Sie die Gesamtbruttosummen Ihres Angebots ausweisen, d.h. Nettosumme plus MwSt.-Betrag. Der ermittelte Betrag bezieht sich immer auf das gesamte Angebot, unabhängig von der Positionierung im Angebot. Über die Filterung nach Produktsummen können Sie das Angebot weiter eingrenzen.

Die Mehrwertsteuer am Opportunity-Produkt

Bitte beachten Sie, dass wenn Sie Ihre Produkte initial an der Opportunity erstellen und anschließend in den Angebotseditor übernehmen, die Mehrwertsteuer und zugehörige Summenelemente nicht korrekt berechnet werden können. (Im Falle von Setup-Text CopyOppItemsNull = false, da hier keine Neuberechnung der Produkte angestossen wird.)

Diese beiden Werte sind als niedrigste Einzelpreise notwendig, um den Steuerbetrag korrekt zu ermitteln. MwSt- und Summenelemente werden dann im Angebot wieder korrekt berechnet.