1. Manual Adjustments by Merchant Backend Users
Changes on tax rates can:
- apply immediately (default)
- apply in the future (optional)
By default, tax rates adjustments apply immediately. After saving the changes, the system immediately uses the new tax rate for calculating taxes. Both running and future subscriptions are affected.
2. Adjustments by plenigo
plenigo can adjust the tax rates.
In the case of severe tax changes, we usually inform about these changes a few weeks in advance.
In the case of severe tax changes, we usually inform about these changes a few weeks in advance.
3. Impacts on Subscriptions with Long Accounting Periods
If an accounting period falls within the validity of two different tax rates due to its length, the end of the provision of services is decisive for the calculation of the tax.
- The tax rate that is valid until the end of the affected accounting period (last day) is decisive.
- It is not possible to generate two invoices with different accounting periods and tax rates for such a period.
Examples
Assumption: In 2022, a tax rate of 7 % applies. On 01/01/2023, the tax rate increases to 9 %.
Assumption: In 2022, a tax rate of 7 % applies. On 01/01/2023, the tax rate increases to 9 %.
On 06/01/2022, customer A purchases a subscription with an accounting period of 6 months. The subscription is renewed on 12/01/2022.
- For the accounting period from 06/01/2022 to 11/30/2022, the tax rate of 7 % applies.
- For the accounting period from 12/01/2022 to 05/31/2023, the new tax rate of 9 % applies.
On 08/01/2022, customer B purchases a subscription with an accounting period of 6 months. The subscription is renewed on 02/01/2023.
- For the accounting period from 08/01/2022 to 01/31/2023, the new tax rate of 9 % already applies.
- For the accounting period from 02/01/2023 to 07/31/2023, the tax rate of 9 % applies.