Tax codes

Tax codes are used in book entries for the sales tax or value-added-tax (on revenue) and input tax (on expenses).

A tax code can have multiple tax rates defined. If the official tax rates change, the new tax rate can be added to an existing tax code along with its effective date. The tax code remains the same.

This is list is pre-populated with the current tax rates from Switzerland. You can adapt this list however, remove tax rates and add new ones.

Please note that we do not automatically adjust tax rates when they change in Switzerland. In an existing accounting system, the user is responsible for making these adjustments.

Add / Edit / Copy [more]
Hereby you can create a new tax code resp. edit or copy an existing one.

Delete
Hereby you can delete one or multiple tax codes. Tax codes already in use cannot be deleted. However, you can set them as inactive.

Accounting method [more]
Here you can configure which accounting method is used for orders (agreed or received).