Purpose of the control matrix
In the control matrix, you define how a control key works. You determine
the tax rate in per cent,
and the tax accounts that are addressed (input tax or sales tax).
the cash discount account used when using the cash discount function.
the DATEV-BU key to support exports and imports
This is how you control how taxable sales are processed in accounting.
Prerequisites
Before you can use a tax key in the tax matrix, you must create it:
Open Edit tax key.
Create the tax key there.
You can then add it to the control matrix.
Special fields in the control matrix
Tax codes (2) and (3)
These fields originate from an outdated algorithm.
They are only continued for the sake of continuity.
Recommendation: Leave them empty when you create new tax codes.
Country code (4)
The country code is relevant if you use tax keys for several countries.
It is required if you are liable for tax in several countries - for example in the OSS procedure (B2C sales in the EU).
Result
A correctly maintained tax matrix ensures that taxes are automatically posted with the correct percentage rate and account.
Tags
#tax matrix #taxes #country code #OSS #accounting