Thank you for using the English version of the JTL-Guide!
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.
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.
Note: On 1 September 2024, JTL introduced new editions that bundle most of the previous individual services into different packages. In order for you to continue working as smoothly as possible, existing customers were automatically switched to the package configuration that best matched their existing contract. The individual packages differ in terms of limitations and/or range of functions. Therefore, some of the features described in the JTL-Guide may not be available to you as part of your booked JTL edition. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. Check our FAQ for frequently asked questions about the product editions.
Creating tax classes
Your task/initial situation
You use JTL-Wawi to sell goods for which you need a classification into specific tax classes. You would now like to add relevant new tax classes in JTL-Wawi.
Creating tax classes
Tax classes are the names of individual tax rates that you can create in this menu (e.g. standard tax rate, reduced tax rate, tax-free, etc.).
- Go to the Admin menu and select the menu item Taxes > Tax classes. The dialogue box Create/edit tax classes opens.
- Click New. Enter a suitable name.
- Under Type, choose a typification for the tax class. Each typification can be assigned to exactly one tax class. The exception is No typification, which can be selected several times.
Typification: Typification simplifies tax configuration. Once a typification has been assigned to a tax class and you create a new company for a shipping country, JTL-Wawi will check whether there is a typification for the specified tax class. With the typification, tax rates can then be allocated automatically. If this is not the case, for example if you did not assign a typification, you can always adjust the tax rates manually in the tax administration. Further reading on this topic:
More information on the dialogue box “Create/edit tax classes”