Tax codes

tax code

The tax code is the visible selection in the process and bundles code, description, tax type, VAT ID requirement and e-invoice category.

Why this point is crucial for key users

Users see a short key - but behind it lies a whole chain of decisions. A good key user makes this chain clear so that selection, posting and spending fit together.

Register overview

• Tax code: Unique identifier; cannot be freely changed after saving. The code can consist of up to 3 characters. To enable easy assignment, the sales tax codes in the version of X-ERP delivered in Germany begin with the abbreviation U, the input tax code with the abbreviation v and the acquisition tax / reverse charge key with the abbreviation E.
• Name: Understandable name of the tax case. Up to 100 characters can be used.
• Tax type: Type of tax.
• VAT ID number required: Indicates cases in which the partner's VAT number must be present.
• E-invoice category: Standardized tax category for structured electronic invoices. Is the category None selected, the tax code cannot be used in e-invoices.

Details tab

• The tax rate, tax accounts and validity of a tax code are recorded in the details.
• Valid from: Multiple validity periods can be listed in the details. The previous period ends automatically on the day before the start date of the new validity period.
• Tax %
• Tax account: For tax codes with the tax type sales tax, the sales tax account is entered in this field; for tax codes with the tax type input tax, the input tax account is recorded in this field.
• Acquisition tax account: For tax codes with the tax type purchase tax, the sales tax account is recorded.
• Cash discount account:
• Input tax account: For tax codes with the tax type purchase tax, the input tax account is selected.
• Non-due account: For tax codes with the tax type sales tax.
• Course: Defaulted to 100.00.
• Export tax code: For exporting data to another program (e.g. a DATEV export) the code of the target program is entered.

How to prepare for the process safely

1. Define a clear code and a descriptive label.
2. Assign the tax type, VAT ID requirement and e-invoice category.
3. Maintain associated details and accounts.
4. Test receipt calculation, posting and e-invoice output together.

Check before sharing

• Code and name are clearly distinguishable for users.
• Tax amount and account assignment correspond to the test case.

What your team gets out of it

A single, understandable key guides users safely through a complex tax decision.

Related topics

1. For key users – understand and prepare processes › Finance › Define tax groups › Tax type
2. For key users – understand and prepare processes › Finance › Define tax groups › E-invoice category
3. For key users – understand and prepare processes › Finance › Use account determination › Finance group item

Frequently asked questions