When creating a VAT rate in bexio, specifying a tax type is mandatory. There are various tax types: Sales tax, non-taxable turnover, opted turnover, acquisition tax (materials, goods, services, energy, and investments), non-consideration, input tax (materials and services, as well as investments and other operating materials), customs tax...
To create a missing Value Added Tax (VAT) rate in bexio, navigate to "Accounting" settings under "Tax Rates" and select "New Tax Rate." First, verify if a rate already exists and requires reactivation. In the entry form, mark the new rate as "Active" and specify a "Valid from" date, which can be retroactive. Then, input a unique code, the...
Default VAT settings are found under "Settings" - "All Settings" - "Accounting" - "Default VAT settings for documents." Options include "Net" or "Gross" for amounts and "Inclusive" or "Exclusive" for VAT, with varying availability per document type. These settings apply only to newly created documents. If only "Basic VAT settings" appear,...
Since the adjustment of net tax rates (SSS) as of 01.01.2025, more than two rates are legally permitted. However, this requires manual interim steps in bexio, as the system automatically supports only two SSS boxes. Affected users whose rates have changed or who now require a third SSS must filter the corresponding turnover via the...
bexio has a feature that allows you to change your chosen VAT method retrospectively. You can choose either effective taxation or balance control taxation.