Every quote has a Tax case. It determines whether VAT is shown and which note appears below the totals. Choose it in the quote editor’s Tax case field; if a tax case is stored for the company, it is preselected for new quotes.
| Tax case | VAT | Note on the quote (printed in German) |
|---|---|---|
| Domestic | yes, at each item’s tax rate | none |
| EU B2B reverse charge | no | “Steuerschuldnerschaft des Leistungsempfängers / Reverse Charge” |
| Intra-EU delivery | no | “Steuerfreie innergemeinschaftliche Lieferung” |
| Third country / export | no | “Steuerfreie Ausfuhrlieferung” |
Reverse Charge means your business customer in another EU country pays the VAT instead of you.
Your customer’s UID
For Reverse Charge and intra-EU deliveries, your customer’s UID number (VAT identification number) must appear on the quote. If it is missing on the company, the editor shows a notice. Enter the UID on the company; PrestoCRM checks Austrian, German and Swiss numbers, including the check digit, as you type. Whether the number has actually been issued is confirmed by VIES; PrestoCRM’s free tool Check a UID number explains how.
Kleinunternehmer
If you are a Kleinunternehmer (a small business exempt from VAT), switch this on under Settings → Company details (Small business (VAT exempt)). No quote then shows VAT, and PrestoCRM prints the legal notice: in Austria under § 6 Abs. 1 Z 27 UStG, in Germany under § 19 UStG.
Tax rates
PrestoCRM sets your country’s rates when the workspace is created: Austria 20, 13 and 10%, Germany 19 and 7%, Switzerland 8.1, 3.8 and 2.6%. Change the default rate for new items under Settings → Company details.
PrestoCRM helps with the formalities but does not replace a tax adviser. Clarify special cases such as construction services or services to private individuals abroad with your tax adviser.