Feature reference · chapter 8 of 13

Taxes and working with your tax adviser

VAT return, trade tax and income tax as estimates, plus data exchange with your tax adviser’s office in both directions.

All screenshots show sample data. Names, amounts and addresses are made up. Menu names and screenshots show the German user interface.

VAT return

Menu ERP-Modul USt-VA

The figures for the advance VAT return (USt-VA) per month, with the box numbers from the form: sales at 19 % and 7 %, input VAT and the remaining payment due. With cash accounting for VAT, the date of payment is what counts.

Screenshot VAT return in 1x1-WorkOrderAgent — Sample data Click to enlarge.

Boxes 81, 86, 66 and 83
Note on payment or refund
Cash accounting under § 20 UStG

Keywords VAT VAT return USt-VA Input VAT VAT payable ELSTER

Trade tax

Menu ERP-Modul Gewerbesteuer

The calculation step by step: profit, add-backs and deductions, allowance, base rate and your municipality’s multiplier. Income and expenses come from the accounts.

Screenshot Trade tax in 1x1-WorkOrderAgent — Sample data Click to enlarge.

Multiplier and legal form adjustable
Add-backs and deductions entered manually
Recalculate at any time

Keywords Trade tax Municipal multiplier Trade income Allowance Tax estimate

Income tax estimate

Menu ERP-Modul Einkommensteuer

For sole traders: how much income tax is likely to be due? Profit from the accounts, other income and deductions, basic tax scale, trade tax credit and solidarity surcharge.

Screenshot Income tax estimate in 1x1-WorkOrderAgent — Sample data Click to enlarge.

Taxable income
Marginal and average tax rate
Trade tax credit under § 35 EStG

Keywords Income tax Tax estimate Tax reserve Tax rate

Tax adviser package and DATEV export

Menu ERP-Modul DATEV-Export

Each month, one package with bank statements, documents from document management (DMS) and the posting batch. Your tax adviser’s office downloads it themselves. The posting batch can also be exported as a DATEV CSV (EXTF).

Screenshot Tax adviser package and DATEV export in 1x1-WorkOrderAgent — Sample data Click to enlarge.

Release per month
See when the office downloaded it
DATEV format EXTF for accounting firm software

Keywords DATEV Tax adviser Posting batch Export Accounting firm

DATEV import from your tax adviser

Menu ERP-Modul DATEV-Import

Your tax adviser has the final say. You upload their posting batch: matching postings are confirmed, and differences are rebooked to the adviser’s accounts once you have confirmed them. That way your reports match the figures held by your tax adviser.