For a more recent version of this guide, please refer to the German help page.
Important Terms and Configuration
VAT Calculation in pixi
pixi is automatically taking care that invoices include correct VAT. This means that the prices which are shown in orders in pixi are also shown on the invoice like this.
Private customers within the EU (also Germany) have to pay gross prices. On the invoice, VAT is calculated and shown from the gross price.
Private customers from countries, that do not belong to the EU (Switzerland, Norway, etc.) don't have to pay VAT. On the invoice, prices are shown as net and no VAT is shown.
Business customers from their own country have to pay gross prices, but they can set VAT off against tax liability.
For business customers inside the EU (Austria, Italy, etc., except companies from their own country) the rules for tax free intra-community deliveries take effect.
Reaching the Delivery Threshold
Deliveries to EU countries with German VAT are only possible up to certain limits. In this case so-called delivery thresholds take effect. If these delivery thresholds are reached (or it is foreseeable, that the limit will be reached within the accounting year) the company has to charge the VAT of the country, to which the items are delivered and also transfer VAT to this country.
You can check in pixi Reports application, whether you reached a threshold in the report International VAT (Standard reports > Accounting).
In case you reach a threshold, please contact the pixi Support department to set the settings in pixi accordingly.
Important Terms and Settings
The determination of the appropriate VAT rate depends on several factors and requires pixi to be configured correctly. The following scheme uses some important terms, which should be explained upfront:
Don't charge VAT: Checkbox in "Orders" tab in pixi Customer Service. In case a B2C order should be without VAT, you can force this by enabling this option.
Charge VAT: In pixi Control Center > Tables > Countries you can define, whether VAT should be charged for this country or not.
Force Country VAT: In pixi Control Center > Tables > Countries you can define, whether the country's VAT should be used or not. This means that for shipments to Austria (delivery threshold is reached) the Austrian VAT needs to be used, so the checkbox needs to be enabled.
Default Location and Country in pixi Control Center > Tables > Locations: Define the default location, which is decisive for the determination of the VAT rate. In case your headquarters are in Germany, country should be set to Germany.
VAT Country: In pixi Control Center > Tables > Shops you can define, which country should be used for the determination of the VAT rate for every shop individually.
Default VAT Rates: In pixi Control Center > Tables > VAT Rates you can set the percentages for the used VAT on price calculation. The default VAT rate is the dataset, which has no country assigned.
Warning: Deleting the VAT rate, which has no country assigned, can lead to unexpected errors. Because of this, never delete or modify this dataset!
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Default Country: The default location is important to determine, whether the order is a national or international shipment. It is defined as follows:
Country of the default location
In case no default location was defined or no country is set: the shop's country ("Country VAT" in Shops table)
In case no VAT rate was defined for the shop's country, the default VAT rate is used (the dataset, where no country is set)
Scheme to determine the VAT Rate
Item VAT rate determination of customer orders happens in 2 steps:
Determination of the country, that defines the VAT rate which should be used.
Determination of the order type (B2C/B2B) and item VAT rate (0 %, low or high)
This scheme shows the process from pixi ELI on.