VAT (TX205000)

Den här artikeln ger dig information om elementen du ser i det här fönstret i Visma.net ERP, till exempel fält, fältvärden, knappar och kryssrutor.

You use this window to define all the VAT rates related to your business. Each VAT rate is reported to a specific tax agency and is paid to or claimed from the agency.
För mer information, se About VAT settings.

The definition of the VAT includes such settings as the following:

The VAT rate used to calculate the VAT amount
The method of VAT amount calculation
The date when the VAT becomes effective or after which the VAT is not valid
The general ledger accounts to which the calculated VAT amounts should be posted

On the tabs in this window, you can view VAT categories and VAT zones that include the VAT, and easily exclude a particular VAT from VAT categories or zones.

Search line in list window

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:
- space: the result contains the words in any order,
- %: the result contains the words in the specific order, and the % functions as a wildcard as well.
Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.

Fliken Momsinställningar

On this tab, you can select a VAT to view its details, or you can create a new VAT.

Element	Beskrivning
Momskod	The unique ID of the VAT. Du kan använda en alfanumerisk sträng på upp till 10 tecken.
Beskrivning	A detailed description of the VAT. Du kan använda en alfanumerisk sträng på upp till 30 tecken.
Skattetyp	The type of VAT. Order Använd Moms Avdrag
Partially deductible VAT	A check box that indicates (if selected) that this is a deductible value-added VAT. You configure this type of the VAT if your company is allowed to deduct some part of the VAT paid to a supplier from your own VAT liability to the government. This check box is available only if the VAT reporting check box is selected and enabled in the Aktivera/inaktivera funktioner (CS100000) window. Only available for VAT type VAT.
Reversera moms	Om den här kryssrutan är markerad innebär det att detta är reverserad moms. A reverse VAT is a type of VAT used in some countries of the European Union (EU). When this type of VAT is applied to a company that supplies goods or services to other EU countries, the liability of the reporting VAT is reversed and goes to the customer rather than to the supplier. This check box is available only if the VAT reporting functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window. Only available for VAT type VAT.
Statistik moms	A check box that indicates (if selected) that the VAT on documents will be calculated only for statistical purposes or will be reported only but not actually paid. This check box is available only if the VAT reporting check box is selected and enabled in the Aktivera/inaktivera funktioner (CS100000) window. Only available for VAT type VAT.
Vilande moms	A check box that indicates (if selected) that the VAT that should be calculated in documents, but should not be recorded to the VAT report until the VAT invoice is received. Later the VAT of the pending type can be converted into a general VAT in the Recognise input VAT (TX503500) or the Recognise output VAT (TX503000) windows. This check box is available only if the VAT reporting check box is selected and enabled in the Aktivera/inaktivera funktioner (CS100000) window.
Enter from VAT invoice	A check box that indicates (if selected) that this VAT should be calculated for documents only if the documents are added to a VAT invoice or VAT adjustment. VAT invoices and adjustments are created in theVAT invoices and adjustments (TX303000) window. Only available for VAT type VAT.
Inkludera i summan för momsfritt	A check box that indicates (if selected) that this value-added VAT has a zero rate and is used to calculate a document subtotal that is actually exempt from VAT. The calculated amount will be displayed in the VAT exempt total field in the documents (such as invoices). This check box is available only if the VAT reporting check box is selected and enabled in the Aktivera/inaktivera funktioner (CS100000) window. Only available for VAT type VAT.
Include in VAT taxable total	A check box that indicates (if selected) that the VAT taxable amount should appear in the VAT taxable total field in the documents (such as invoices). If a document contains multiple transactions (lines) with different taxes applied on each line and each of the applied taxes has this check box selected, the taxable amount calculated for each line of the document will be added to the VAT taxable total box of the document. Clear this check box if you do not want the system to insert the taxable amount calculated based on this VAT into the VAT taxable total field of the documents. This check box is available only if the VAT reporting check box is selected and enabled in the Aktivera/inaktivera funktioner (CS100000) window. Only available for VAT type VAT.
Calculate on	The method of calculating the tax amount, which is one of the following options: Extract from item amount The VAT amount is included in item amounts and will be extracted from the item amount. Item amount: Whci The VAT amount is not included in item amounts and will be added to the tax amount as first-level VAT. Item and VAT amount: This VAT is a second-level VAT calculated on item amounts and the amounts of the first-level taxes. Document amount: This VAT is a first-level VAT calculated on the document amount, not on a per-line basis. This VAT is calculated on the sum of line amounts of all the items with the same VAT applicable). Document and VAT amount: This VAT is a second-level VAT calculated on the document amount and the amount of the first-level VAT. The second-level will not include VAT amount for VAT ID’s that has the settings Exclude from VAT on VAT.
Kassarabatt	The method of calculating the tax base amount if a cash discount is applied. Ett av följande alternativ går att välja: Reduces VAT amount: The taxable amount is decreased by the cash discount. The VAT amount is calculated on the document total amount minus the cash discount. Does not affect VAT amount (default option): VAT is calculated on the document total whether the cash discount is applicable or not. Reduces VAT amount on early payment: The system will adjust the taxable amount (by using the credit note) if the final payment has been received within the cash discount period (that is, before the Cash discount date specified in the invoice). För mer information, se About VAT calculated for documents with cash discounts. This option is available for a VAT type of tax only (that is, a tax for which the VAT option is selected in the VAT type field).
Exclude from VAT on VAT calculation	A check box that indicates (if selected) that this is a first-level VAT. With this check box selected, for calculating the second-level VAT amount in a document, the system uses the same tax base (taxable amount) that was used for calculating the first-level VAT amount. That is, the system excludes the first-level VAT amount from the tax base used for calculating the second-level tax amount. If this check box is cleared, the system uses the first-level taxable amount plus the first-level VAT amount as the tax base for calculating the second-level VAT amount. För mer information, se About VAT settings.
Tax agency	The name of the tax agency to receive the VAT. In Visma.net ERP, tax agencies (as well other taxing authorities) are defined as suppliers. Select a supplier account from the list of accounts that are tax agencies, or leave the field blank.
Not valid after	The date after which the VAT is not effective.
EU report code	The EU reporting code for the VAT. Sales of goods Triangulation Sales of services Only used in the Intrastat report.
Default non-stock item	The default non-stock item for the VAT ID. Only used in the AutoReport integration.
PEPPOL VAT category	Only used in PEPPOL export/import. AE - Vat Reverse Charge Code specifying that the standard VAT rate is levied from the invoice. E - Exempt from Tax Code specifying that taxes are not applicable. G - Free export item, VAT not charged Code specifying that the item is free export and taxes are not charged. K - VAT exempt for EEA intra-community supply of goods and services A tax category code indicating the item is VAT exempt due to an intra-community supply in the European Economic Area. L - the Canary Islands general indirect tax The Impuesto General Indirecto Canario (IGIC) is an indirect tax levied on goods and services supplied in the Canary Islands (Spain) by traders and professionals, as well as on import of goods. M - The Impuesto General Indirecto Canario (IGIC) is an indirect tax levied on goods and services supplied in the Canary Islands (Spain) by traders and professionals, as well as on import of goods. The Impuesto sobre la Producción, los Servicios y la Importación (IPSI) is an indirect municipal tax, levied on the production, processing and import of all kinds of movable tangible property, the supply of services and the transfer of immovable property located in the cities of Ceuta and Melilla. O - Services outside the scope of tax Code specifying that taxes are not applicable to the services. S - Standard rate Code specifying the standard rate. Z - Zero-rated goods Code specifying that the goods are at a zero rate.
Visma XML VAT type	The VAT type to be used in Visma XML files when exporting to AutoInvoice. Only available for VAT type VAT.

Fliken Kontolista

You use this tab to specify the accounts to be used for this VAT.

Element	Beskrivning
Utgående moms	The liability account that accumulates the VAT amounts to be paid to a tax agency for the VAT reporting period. By default, the account is associated with the tax agency but can be overwritten. Mandatory for all VAT types.
VAT payable subaccount	The corresponding VAT payable subaccount. This check box is available only if the Subaccounts check box is selected and enabled in the Aktivera/inaktivera funktioner (CS100000) window. Mandatory for all VAT types.
Ingående moms	The account that accumulates the VAT amounts to be claimed from the tax agency for the VAT reporting period. By default, the account is the one associated with the tax agency, but the default account can be overwritten. Only available for VAT type VAT.
VAT claimable subaccount	The corresponding tax claimable subaccount. This check box is available only if the Subaccounts check box is selected and enabled in the Aktivera/inaktivera funktioner (CS100000) window. Only available for VAT type VAT.
Use VAT expense account	A check box that indicates (if selected) that the VAT expense account field (and the VAT expense subaccount field, if applicable) is available for editing. In these fields, you specify the expense account (and subaccount, if applicable) to which the system will record the non-deductible VAT amounts. If this check box is cleared, the VAT expense account field (and the VAT expense subaccount field, if applicable) is not available, and the non-deductible VAT amounts are recorded by the system to the expense account specified in the document. This check box is available only if the Partially deductible VAT check box is selected for a tax of the VAT type on the VAT settings tab. Only available for VAT type VAT.
Konto för skattekostnad	The expense account that is used to record either the VAT amounts of the Use VAT or the non-deductible VAT amounts of the deductible value-added tax. For the deductible VAT, this field is available for editing only if the Use VAT expense account check box is selected. Only available for VAT types: VAT and Use.
VAT expense subaccount	The corresponding expense subaccount. This check box is available only if the Subaccounts check box is selected and enabled in the Aktivera/inaktivera funktioner (CS100000) window. Only available for VAT types: VAT and Use.
Pending VAT payable account	The liability account that accumulates the amount of taxes to be paid to a tax agency for the pending VAT. Only available for VAT type VAT and when the Pending VAT check box is selected.
Pending VAT payable subaccount	The corresponding tax payable pending subaccount. This check box is available only if the Subaccounts check box is selected and enabled in the Aktivera/inaktivera funktioner (CS100000) window. Only available for VAT type VAT and when the Pending VAT check box is selected.
Pending VAT claimable account	The account that accumulates VAT amounts to be claimed from the tax agency for the pending VAT. Only available for VAT type VAT and when the Pending VAT check box is selected.
Pending VAT claimable subaccount	The corresponding VAT claimable pending subaccount. This check box is available only if the Subaccounts check box is selected and enabled in the Aktivera/inaktivera funktioner (CS100000) window. Only available for VAT type VAT and when the Pending VAT check box is selected.

The VAT schedule tab

This tab contains information about the schedule of the VAT, as well as its rate, minimum and maximum taxable amount, and reporting group.

Kolumn	Beskrivning
Startdatum	The date when the VAT at the rate in the current row becomes effective. If the rate for the VAT changes in the future, add a row to this table and specify a start date for a new rate.
Momssats	The VAT rate (%) that is used to calculate the VAT amount.
Avdragsgill momssats	The VAT rate (%) that is used to calculate the amount deductible from the output VAT. This column appears only if the Deductible VAT check box is selected for the VAT.
Min. taxable amount	The minimum taxable amount for which this rate is applicable. No minimum will be set if you type 0.
Max. taxable amount	The maximum taxable amount for which this rate applies. No maximum will be set if you type 0. If both minimum and maximum amounts (greater than 0) are set, the maximum amount should be greater than the minimum amount.
Reporting group	The reporting group for the VAT. The reporting groups available for selection are defined for the tax agency in the Reporting settings (TX205100) window. If no tax agency is specified for the VAT, you can select from the default input or default output reporting groups.
Grupptyp	The type of the reporting group.

The Categories tab

This tab displays the VAT categories in which the VAT is included.

Kolumn	Beskrivning
Kategori	The VAT code in which the VAT is included.
Exclude listed taxes	A check box that indicates (if selected) that this VAT should be excluded from calculation when used with the specified category.
Beskrivning	The detailed description of the VAT category.

The Zones tab

This tab has a table showing the VAT zones that include the VAT.

Kolumn	Beskrivning
Zon-ID	A VAT zone that includes the VAT.
Default VAT category	The default VAT category assigned to the VAT zone.
Beskrivning	The detailed description of the VAT zone.

The Document text tab

This tab has a table showing the document text.

These are texts that are printed on documents or exported to AutoInvoice and the SAF-T reports (Partly deductable).

Kolumn	Beskrivning
Language	The localised reports will follow the language of the document text from this window. For example, the Finnish invoice form will take the language fi-FI from the document text. The reports that are not localised will take the language from the Document language field on the General information tab in the Kunder (AR303000) window.
Document text	This field is where you enter your document text for your report.
Electronic text	The electronic text used when invoices are sent to AutoInvoice. If this field is empty, the text in the Document text field will be used.

Kolumn

Beskrivning

Language

The localised reports will follow the language of the document text from this window.

For example, the Finnish invoice form will take the language fi-FI from the document text.

The reports that are not localised will take the language from the Document language field on the General information tab in the Kunder (AR303000) window.