With the module "Delivery threshold" it is possible to define delivery thresholds for a certain country in general or for a specific product. It can be set whether the tax rate is automatically adjusted when a certain turnover is reached and whether an e-mail notification should be sent the delivery threshold is reached.
As of 01.07.2021, the One-Stop-Shop procedure will be the basis for the implementation of the the EU VAT reform. For B2C transactions within Europe, a uniform delivery threshold of €10,000 is applicable. As soon as goods totaling €10,000 have been delivered to other EU countries, the tax rate of the country of destination must be shown and paid in all EU countries. You can find more information here.
All stored delivery thresholds are listed in the overview.
Via "+ New delivery threshold" a new delivery threshold can be created.
It is possible to set different delivery thresholds also in relation to one storage country. This means that different countries can be countries in which you have a warehouse. Thus the delivery threshold can be either directly or the setting for a special delivery threshold level can be made.
Enter the following in the "Delivery threshold" overview:
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Recipient country: Country to which the delivery threshold applies
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Warehouse: Can be set to warehouse or main warehouse to tell the system that you have a warehouse in the recipient country and therefore for each order to the recipient country the applicable VAT rate is to be used. Once warehouse or main warehouse is selected, xentral will take into account that this turnover has to be reflected on the invoice. However, the turnover will not be included in the total of €10.000
Note
You can only create one delivery threshold per country. So if you define a warehouse in a destination country, you can't create a delivery threshold without a warehouse
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Delivery threshold in EUR: value of goods sold in the destination country until the delivery threshold is reached.
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VAT ID: your VAT ID in the destination country. In the business letter templates available as variable {DELIVERYTHRESHOLDVATID}. The variable must be capitalized
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Tax rate normal: Normal VAT rate in destination country
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Reduced tax rate: Reduced VAT rate in destination country
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Special tax rate: Special VAT rate in the destination country
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In country of origin: Special VAT comparison rate in country of origin
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Exceeded from: date of exceeding the delivery threshold. - is set by the system
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Current turnover: Current total turnover in the target country -. is not added up further when the delivery threshold is exceeded. Here released invoices are taken as a basis. Credit notes do not reduce the turnover
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Adjust net prices: Adjust net prices during import from online store, so that Xentral overwrites wrong tax rates of the store and the gross amount remains the same for the customer
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Delivery threshold active: The delivery threshold is active and the set tax rate is used. This check mark is automatically if the "delivery threshold in EUR", i.e. the total sales to the country, have been exceeded
Enter the following in the "Revenue accounts" overview:
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Revenue account normal: Revenue account normal for posting of Revenues after exceeding the delivery threshold
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Revenue account reduced: Revenue account reduced for posting of revenues after exceeding the delivery threshold
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Revenue account exempt: Revenue account exempt for posting of revenues after exceeding the delivery threshold
Note
For a successful DATEV transfer, the revenue account must be in the Account Frame module (Administration > Settings > Accounting > Account Frame).
You can find more information here.
In the "Product" tab, goods can be stored that are assigned to a different tax class in the destination country than in the country of origin.
The "New product" button can be used to add a new item.
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Product: Product classified in a different VAT class in the destination country than in the country of origin
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Recipient country: Destination country
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Tax rate: Changed VAT rate in destination country
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Comment: Internal comment
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Active: Only active items are taken into account
Item settings are only active if a delivery threshold setting exists for the corresponding country. The "Adjust net prices" checkbox is evaluated from these settings for the article.
The settings define the behavior when the delivery threshold is reached.
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E-mail when exceeding: When the delivery threshold is exceeded an e-mail is sent to one or more recipients
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Increase turnover counter: If "when releasing": When releasing of invoices, the amount is incremented. When the delivery threshold is exceeded the VAT rates of the destination country are automatically used
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Use new tax if exceeded: If the delivery threshold is exceeded, the VAT rates of the destination country are automatically used
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E-mail recipient: Recipient (multiple recipients can be entered by ; separately: pers1@example.com;pers2@example.com)
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Recipient name: Recipient (multiple recipients can be entered per ; can be entered separately)
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Subject: Subject of the sent e-mail
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Text: Content of the sent e-mail. Use the specified variables in curly brackets to enrich the e-mail with information about the exceeded delivery threshold
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Exclude projects: In this section you can exclude projects from the influence of the Delivery Threshold module. To do this, click +New entry, enter the name of the respective project and save.
Note
This option is especially important when you use a point of sale (POS) in a foreign country. If a delivery threshold is used, this could lead to different taxation between the system and the POS module. To avoid conflicts like these, add the respective POS project here.
Note regarding EU delivery: For the delivery threshold the taxation and the VAT-ID is evaluated, not the type of an address (Mr./Mrs./Company).
Note: If the delivery threshold is active, the taxation in the order cannot be changed subsequently. Settings for the delivery threshold are applied when the order is created; changes to the "Taxation" field in the order have no effect. If an order with delivery to a country for which a delivery threshold is active is to be processed without a delivery threshold, e.g. because the customer picks up the goods in the domestic country, you have to check "Do not apply delivery threshold" (Tab: Payment conditions/Taxation) in the address before creating the order.
In Xentral there are different modules in which revenue accounts can be stored. Below you can see the order of the different options by relevance. This means, for example, that the settings in the delivery thresholds will always override the other settings, because they are different for each country.
You have the following options:
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Settings of the created delivery thresholds (Delivery threshold > Overview).
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Settings in the affected article (Master data > Article > Details > Financial accounting)
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Settings in the affected article category (Article Categories > Overview > Details)
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Settings in the project (Master data > Project > Settings > Tax / Currency)
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Basic settings (Administration > System > Basic settings)