We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
Dialogue box: Manage tax rates
The Manage tax rates dialogue box can be accessed via the menu item Settings> Tax rates. Here, you can create new tax rates and edit or delete existing tax rates. Tax rates are the assessment basis for tax. In JTL-POS, they are stored as percentages. You can save custom tax rates for each of your items.
Manage tax rates
List of tax rates: Here, you can see all the tax rates you have created in JTL-POS. JTL-POS uses an internal table to generate the tax rates required in the country selected during setup. The tax rate that you set as the default rate is displayed at the top of the list and is written in bold.
Editing tax rates: Tap on the tax rate you would like to edit. The Edit VAT rate dialogue box will open, in which you can then edit the selected tax rate.
Deleting tax rates: To delete a tax rate, hold your finger down on the selected tax rate until the confirmation request opens. Confirm with Yes.
“Create” button (plus icon): This opens the Edit VAT rate dialogue box.
Dialogue box: Edit VAT rate
In the Edit VAT rate dialogue box, you can create new tax rates and edit existing ones.
Toolbar
“Save” button: Saves all entered data/changes and exits Edit mode.
“Cancel” button: Discards the entered data or resets edited data to its original state and exits Edit mode.
General
Name: Enter a unique name for the tax rate so that you can clearly identify it later.
Tax rate (%): Specify how high the tax rate should be.
Default: Specify whether the tax rate is to be the default tax rate. The default tax rate is preselected when creating new items. You can only set one default tax rate. If the option is already enabled for one tax rate, it is automatically disabled when you select a different tax rate to be the default rate.
DATEV
Account: Here, you enter the number of the DATEV account to which the VAT amount is posted with the respective tax rate. You can ask your accounting department or tax accountant for the number.
Contra account: Enter the number of the DATEV contra account to which the VAT amount is posted with the respective tax rate. You can ask your accounting department or tax accountant for the number.
Contra account for empty containers: Enter the number of the DATEV contra account to which the VAT amount for deposits from empty containers is posted with the respective tax rate. You can ask your accounting department or tax accountant for the number.
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