VAT Rates

On the VAT Rates page you manage the value added tax rates used for invoicing. Here you create new rates, edit or delete existing entries, import rates in batches from a file and store the labels in several languages.

The page is only available when the invoicing module is active and is reserved for administrators. Users with read-only permissions can view the rates but cannot change them.

1. Navigation

In the commercial area of the application, the page is accessible via the menu entry Bookkeeping VAT Sales Tax. The VAT rates of the currently active group are always shown. If you change the active group, the list reloads automatically and shows the rates of the newly selected group.

2. VAT Rates Overview (Table)

The overview shows all VAT rates of the current group in a configurable table. Each row represents one VAT rate.

Default Columns

The table is loaded page by page on the server side, so that even large amounts of data are displayed smoothly.

Sorting

Clicking a column heading sorts the list in ascending or descending order by that column. By default the list is sorted in descending order by the ID.

Selection

Mark a row to edit or delete the rate. Several rows can be marked at the same time; deleting works on all marked rates, while editing is only possible when exactly one row is marked.

3. Add VAT Rate

Using the Add button in the toolbar you open a dialog window for creating a new VAT rate.

Proceed as follows:

1. Click Add in the toolbar.
2. Enter the following fields in the dialog:
   • Label – name of the rate (optional, can be entered in multiple languages, see Section 7).
   • Number – the number of the rate (mandatory field).
   • VAT Rate – the percentage value (mandatory field).
   • Reference ID – external reference (optional).
3. Save the entry.

The new rate is automatically assigned to the currently active group. The entries are checked for validity before saving; if mandatory details are missing or values are invalid, you receive a corresponding notice.

4. Edit VAT Rate

To change an existing rate, mark exactly one row in the table and click Edit in the toolbar.

The same dialog as for adding opens, already prefilled with the existing values of the selected rate. Adjust the desired fields and save. The existing identifier and the stored multilingual labels are retained.

Note: The Edit button is only active when exactly one row is marked.

5. Delete VAT Rate

Mark one or more rates and click Delete in the toolbar.

Before the final removal a confirmation prompt appears. If you confirm it, all marked rates are deleted. During the deletion process the table is briefly locked.

Note: The Delete button is only active when at least one row is marked.

6. CSV Import of VAT Rates

Using the Import button you can read in several VAT rates at once from a CSV file.

Proceed as follows:

1. Click Import in the toolbar.
2. Select a file with the .csv extension in the file dialog.
3. The rates are read in and assigned to the currently active group.

The file must be structured with a semicolon (;) as the separator. The first row is treated as a header and is skipped. The columns are expected in the following order:

The label from the file is saved only for the current display language of the user who runs the import. Labels in the other languages remain unchanged and can be added in the edit dialog if required (see Section 7).

If a rate with the same reference ID already exists, it is updated; otherwise a new rate is added.

Note: Every row must contain a reference ID and a number, and the VAT rate must be a numeric value.

7. Multilingual Label

The label of a VAT rate can be stored in several system languages (German, French, Italian, English). The edit dialog provides an input field for this, in which you enter the label per language.

In the overview table the label is shown in the user's current display language. If no label is stored for the selected language, an available fallback value is displayed.

The label is not a mandatory field – unlike the Number and the VAT Rate, which must be filled in.

8. Search, Filter and View

The following tools are available for quick navigation in the list:

• Search – full-text search across the displayed rates.
• Column filter – filtering per column to narrow down the results.
• Reset filter – removes all set filters at once.
• Column selection – showing and hiding individual columns.
• View templates – saving, applying and resetting layout templates as well as exporting the list.

When the active group is changed, the list is automatically refreshed and shows the rates of the newly selected group. New or edited rates are by default assigned to the currently active group.

9. Notes

• The page is only available when the invoicing module is active.
• Creating, editing and deleting rates is reserved for administrators.
• For users with read-only permissions the fields Number, VAT Rate, Reference ID and Label are read-only; these users can only view the rates.