Mehrwertsteuersenkung – Einstellungen fristgerecht anpassen

VAT reduction on 1.7.2020: take action now!

As part of a comprehensive economic stimulus package, the federal government has decided to temporarily reduce VAT rates from July 1 to December 31, 2020: VAT will fall from 19% to 16% and the reduced VAT rate from 7% to 5%. The aim of the economic stimulus package is to give the economy a boost, strengthen purchasing power, secure employment and modernize Germany ecologically.

Since the announcement of this measure, we have been receiving a steady stream of new inquiries from retailers who are unsure how best to implement the change in VAT rates in our ERP, our point of sale system and our other software solutions. We have compiled the most important information for you in this blog post.

What does the VAT reduction mean for online retailers?

As a retailer, you should ensure that you correctly display the new VAT rates on all your items as of July 1. According to current information, there are no plans for a transition period. If you fail to adjust the tax rates, you will still have to pay the higher tax rates to the tax office. This is because the VAT that you have stated on the invoice applies here.

What needs to be done in JTL-Wawi & Co.

We want to provide you with the best possible support on the complex topic of VAT reduction. Therefore, we have put together a task force with experts from various departments at JTL and jointly analyzed which steps you can expect when adjusting the tax rates in our software.

As a software company, we are not allowed to give you legal or tax advice. Therefore, please always coordinate your tax settings with your tax advisor. This is the only way to ensure that you have set all the settings correctly for your individual case.

In which JTL solutions can changes occur?

The central adjustments are made in the ERP system JTL-Wawi. This is where you set your tax settings, create invoices, invoice templates and invoice corrections, export data for DATEV and much more. However, your sales channels must also output the reduced VAT rates on July 1. You may also have to make changes to JTL-eazyAuction, JTL-Shop, JTL-Connector or JTL-POS.

Video FAQ with your questions about JTL-Wawi

Our Product Owner JTL-Wawi, Manuel Pietzsch, has collected your questions from the JTL forum and answered them in a bundle. We have listed the questions for your convenience:

  • How do I change the VAT in JTL-Wawi?
  • How do I keep my gross prices?
  • How do I make sure that my DATEV posting accounts are correct?
  • How do I convert the new prices for JTL-POS?
  • Do I have to adapt my invoice templates?
  • How do I convert sales orders that were purchased before 1.7. but only read in after 1.7.
  • What happens to invoices for sales orders from June that I don’t create until July?
  • What happens with invoice corrections in the following month?
  • How do I have to customize my subscriptions in JTL-Wawi?
  • How can I change the VAT in sales orders en masse?
  • How can I pass on the VAT reduction to my customers without reprinting all the labels?
  • Can the changeover take place automatically?

You can see Manuel’s answers here in the video FAQ:

Manuel continuously adds further questions and answers in his opening post in the official discussion thread on the VAT reduction in the JTL forum.

VAT discussion in the JTL forum

Update: Adjustments in JTL-Wawi

Based on your feedback on Manuel’s first video, we have made some adjustments to our ERP. You will receive the changes with JTL-Wawi 1.5.24.0. Manuel introduces the new features here in the video:

  • Maintain gross prices without JTL-DataTransfer
  • Simplified import with JTL-DataTransfer
  • Workflow for order customization
  • Workflow for order customization
  • Check sales orders

Guide with step-by-step instructions

Our documentation team has created a detailed guide for you with the help of our support team. There you can read how to set the necessary settings in JTL-Wawi, JTL-eazyAuction, JTL-Shop, JTL-Connector and JTL-POS. We will continuously expand this guide. We have also based this guide on questions from our community.

Settings in the ERP system

  1. Create a backup of your database: Please follow the instructions in the JTL-Guide.
  2. Disables the JTL-Worker (menu Admin > Automation: JTL-Worker > Uncheck “enable for this client” > OK)
  3. Closes the JTL-Worker program.
  4. Do not make any manual adjustments in JTL-Wawi while you are making the adjustments for the VAT reduction.
Step 1: Export gross prices with JTL-DataTransfer
  1. Open the export in JTL-DataTransfer and select the option “Item data” under “Export from” under “Items”.
  1. In the “Field in database” area in the “ID columns” section, add the “SKU” field to the “These fields are exported” list by double-clicking on it.
Bruttopreise beibehalten Schritt 2
  1. Under “Prices / Tax”, double-click to add the field “Gross hourly sales”.
  2. Now add all other relevant gross prices from the following sections:
    – Wawi customer group prices
    – Wawi graduated prices
    – Wawi special prices
    SPECIAL PRICES: For special prices, you must include the start date in the export list, otherwise you will not be able to re-import the special prices.
    STAFFED PRICES: For graduated prices, you must include the “Quantity from” field in the export list, otherwise you will not be able to re-import the graduated prices.
  3. Once you have transferred all the relevant gross prices to the export list, click on “Start export”.
  4. The “Export process – Client: (your client name)” window opens. Click on Start export again.
  5. Select the storage location for the export file and click on “Save”.
  6. Waits until the export has been successfully executed and returns to JTL-DataTransfer via the “Back” button.
Step 2: Export customer-specific gross prices with JTL-DataTransfer (if available, if not, continue with step 3)
  1. If you are working with customer-specific prices, select the option “Customer-specific prices” under “Customers” in the “Export from” area on the left.
  2. Double-click on all relevant gross prices and click on “Start export”.
  3. The “Export process – Client: (your client name)” window opens. Click on “Start export” again.
  4. Select the storage location for the export file and click on “Save”.
  5. Waits until the export has been successfully executed and returns to JTL-DataTransfer via the “Back” button.
Step 3: Change tax rates in JTL-Wawi
  1. Opens the “Tax administration” dialogue box in JTL-Wawi via the menu “Admin > Taxes > Tax administration”.
  2. Mark “Zone EU” on the left under the tax settings.
  1. Double-click on the “Normal tax rate” entry to open the tax rate settings.
Normaler Steuersatz
  1. In the “Tax rate in %” field, change the tax rate from 19 to 16 and click on “Save”.
Steuersatz ändern
  1. Double-click on the “Reduced tax rate” entry to open the settings for the reduced tax rate.
  2. In the “Tax rate in %” field, change the tax rate from 7 to 5 and click on “Save”.
  3. Click on “Save” in the “Tax management” dialogue box that is still open to apply the changes.
Step 4: Import gross prices with JTL-DataTransfer
  1. Open the import in JTL-DataTransfer and select the option “Item data” under “Import from” under “Items”.
  2. Now use the “Select” button to select the previously exported file with the gross prices and click on “Open”.
  3. Click on the “Load file” button at the top left in JTL-DataTransfer.
  4. The gross prices are automatically recognized and assigned.
  5. If you use customer group prices, now select the “Customer group prices” tab and assign the prices there manually (from JTL-Wawi version 1.5.24.0 JTL-DataTransfer can assign customer group prices automatically). If you do not use customer group prices, continue with point 9.
  6. To assign a customer group price, double-click on the light red “not assigned” field to activate the drop-down menu and right-click again to open it.
  7. Selects the price to be adopted for the customer group on the specified platform.
  8. Then change the value “Net” to “Gross” in the right-hand column. To do this, double-click the drop-down menu again and open it with a right-click.
  9. Repeat points 6-8 until you have assigned all customer group prices.
  10. If you use graduated prices, select the “Graduated prices” tab and assign the prices manually (from JTL-Wawi version 1.5.24.0 JTL-DataTransfer can assign graduated prices automatically). If you do not use graduated prices, continue with point 15.
  11. To assign a scale price, double-click on the light red “not assigned” field to activate the drop-down menu and right-click again to open it.
  1. Selects the scale price to be used for the customer group on the specified platform.
Bruttopreis Mit Ameise Importieren Schritt 12
  1. Manually assigns the “Scale (X) from quantity” column.
  1. In the right-hand column, change the value “Net” to “Gross”. To do this, double-click the drop-down menu again and right-click to open it.
Bruttopreis Mit Ameise Importieren Schritt 13
  1. Repeat points 11-13 until you have assigned all scale prices.
    You can find detailed instructions on importing scale prices in the JTL-Guide under Importing scale prices with JTL-DataTransfer.
  2. Click on “Start import”. The “Import process – client (your client name)” dialogue box opens.
  3. Click on “Start import process”. The old gross prices are imported.
  4. Waits until the export has been successfully executed and returns to JTL-DataTransfer via the “Back” button.

In JTL-Wawi, the imported gross prices are now displayed with the correspondingly adjusted net prices in your items.

Step 5: Import customer-specific gross prices with JTL-DataTransfer (if available)
  1. Open the import in JTL-DataTransfer and select the option “Customer-specific prices” under “Import from” under “Customers”.
  2. Carry out points 1-4 and, if graduated prices exist, points 10-17 from step 4.

In JTL-Wawi, the imported customer-specific gross prices are now displayed with the correspondingly adjusted net prices in your items.

In this case, you have to adjust the VAT manually in JTL-Wawi. To do this, you can set up a workflow that ensures that these sales orders are automatically set to “On hold” status. Optionally, you can then be informed by email about the affected sales orders so that you don’t forget to adjust them.

Preparation

If you are not yet working with workflows, you must first uncheck “Disable all workflows” in the window at the bottom left in the menu “Admin > Global settings > Tab: Debug”.

Create workflow
  1. Opens the “Create/edit workflows” dialogue box in JTL-Workflows via the “Admin > Workflows” menu.
  2. Select the “Sales orders” area and mark “Created” on the left-hand side under Orders.
  1. Click on the “Create workflow” button
Kauf Vor Steuersenkung Workflow Schritt 3
  1. Click on “New condition” and select “Date/Now” > “Greater than or equal to” > “Wednesday, July 1, 2020” from the drop-down menu that now appears. This condition checks for sales orders that were purchased before July 1, 2020.
Kauf Vor Steuersenkung Workflow Schritt 4
  1. Click on “New condition” again and select “Order\Master data\Creation date” > “Less than” > “Wednesday, July 1, 2020”.

    These conditions now check for sales orders whose purchase took place before 01.07.2020, but which were only created in JTL-Wawi after 01.07.2020.
Kauf Vor Steuersenkung Workflow Schritt 5
  1. Now click on “New action” in the lower area and select “Hold/share” in the drop-down menu and “Check required” under Operation so that the affected sales orders are automatically set to “Held” status.
Kauf Vor Steuersenkung Workflow Schritt 6
  1. Optional: Add another action via “New action” and select “Send email” from the drop-down menu. Enter the email address of the employee who is to check the sales orders and write a meaningful subject and text. You can add the variable for the sales order ID via the drop-down menu for faster assignment. As soon as an affected sales order has been set to “On hold” status by the workflow, the stored recipient is informed by email.
Kauf Vor Steuersenkung Workflow Schritt 7
  1. Finally, click on “Save” to activate the workflow.

    Thanks to the workflow, the affected sales orders are automatically set to “On hold” status and you or one of your employees will receive an email as information. You can find the orders in the order overview in the “Sales” area in the “On hold” folder and can manually adjust the VAT for each order there.
Kauf Vor Steuersenkung Workflow Schritt 8

It is not possible to change the invoice according to GoBD, so the invoice must be written off with an invoice correction.

Follow the instructions in the JTL-Guide: Create invoice correction

You can then create a new sales order with correct VAT rates and reissue the invoice.

Initial situation: You have already adjusted your tax rates to the reduced VAT. After July 1, you would like to export booking data with JTL-DataTransfer for the period until the end of June 2020. In this case, you have to set your tax rates back to the standard 19% or 7% for the duration of the export.

Step 1: Change tax rates in JTL-Wawi to 19% or 7%
  1. Opens the “Tax administration” dialogue box in JTL-Wawi via the menu “Admin > Taxes > Tax administration”.
  2. Mark “Zone EU” on the left under the tax settings.
  3. Double-click on the “Normal tax rate” entry to open the tax rate settings.
  4. In the Tax rate in % field, change the tax rate from 16 to 19 and click on “Save”.
  5. Double-click on the “Reduced tax rate” entry to open the settings for the reduced tax rate.
  6. In the Tax rate in % field, change the tax rate from 5 to 7 and click on “Save”.
  7. Click on “Save” in the “Tax management” dialogue box that is still open to apply the changes.
Step 2: Export booking data with JTL-DataTransfer
  1. Select your usual booking data export in JTL-DataTransfer.
  2. In the invoice filter, select the setting “Observe invoice date (TARGET)”.
  3. Set your settings for the booking data export as agreed with your tax advisor.
  4. Executes the export.
Step 3: Change tax rates in JTL-Wawi to 16% or 5%
  1. Opens the “Tax administration” dialogue box in JTL-Wawi via the menu “Admin > Taxes > Tax administration”.
  2. Mark “Zone EU” on the left under the tax settings.
  3. Double-click on the “Normal tax rate” entry to open the tax rate settings.
  4. In the Tax rate in % field, change the tax rate from 19 to 16 and click on “Save”.
  5. Double-click on the “Reduced tax rate” entry to open the settings for the reduced tax rate.
  6. In the Tax rate in % field, change the tax rate from 7 to 5 and click on “Save”.
  7. Click on “Save” in the “Tax management” dialogue box that is still open to apply the changes.

Initial situation: You export your accounting data according to actual taxation. Your aim is to correctly display invoices that were created before July 1 and payment was received after July 1. In order for the booking data export to work for the new reduced tax rates of 16% and 5% as well as the previous tax rates of 19% and 7%, you must store the old and new tax rates in the tax administration of JTL-Wawi.

Step 1: Create new tax keys 16% and 5%
  1. Opens the “Control key” dialogue box via the menu “Admin > Taxes > Control key”.
  2. Click on “Add” to create a new tax key for “VAT 16%”. Enter the details for this tax key.
  3. Click on “Add” to create a new tax key for “VAT 5%”. Enter the details for this tax key.
  4. Click on “Save”.
Step 2: Assign tax rates and tax keys for 16% and 5% in the tax administration
  1. In the “Admin” menu, open the item “Taxes > Tax administration”. The “Tax administration” dialogue box opens.
  2. Select “Zone-EU” under “Control settings”.
  3. Double-click to open the “Normal tax rate” tax class. The “Define tax rates and tax keys for tax class Normal tax rate in tax zone Zone-EU” dialogue box opens.
  4. Reduces the value for “Tax rate in %” from 19 to 16.
  5. Under “Tax key”, replace the entry “VAT 19%” with “VAT 16%”.
  6. Click on “Save”.
  7. Double-click to open the “Reduced tax rate” tax class. The “Define tax rates and tax key for reduced tax rate tax class in tax zone Zone-EU” dialogue box opens.
  8. Reduces the value for “Tax rate in %” from 7 to 5.
  9. Under “Tax key”, replace the entry “VAT 7%” with “VAT 5%”.
  10. Click on “Save”.
  11. Close the tax administration by clicking on “Save”.
Step 3: Create new tax classes for the transition
  1. In the “Admin” menu, open the item “Taxes > Tax classes”. The “Create/edit tax classes” dialogue box opens.
  2. Click on “Create”. Create the transitional tax rate for 19% VAT and enter a suitable name by double-clicking on the name.
  3. Under “Type”, select the “No typing” setting.
  4. Repeats points 2 and 3 for the transitional tax rate for 7% VAT.
  5. Close the dialogue box using the “Save” button. The new tax classes are now available to you.
Step 4: Assign tax rates and tax codes for the transitional tax classes in the tax administration
  1. In the “Admin” menu, open the item “Taxes > Tax administration”. The “Tax administration” dialogue box opens.
  2. Select “Zone-EU” under “Control settings”.
  3. Click on “Add” in the “Tax rates and tax keys for selected tax zone” area.
  4. Select your transitional tax rate for 19% VAT and click on “Save”.
  5. The “Define tax rates and tax key for tax class in tax zone Zone-EU” dialogue box opens.
  6. Enter the value 19 for “Tax rate in %”.
  7. Under “Tax key”, select the entry “VAT 19%”.
  8. Click on “Save”.
  9. Click on “Add” again in the “Tax rates and tax keys for selected tax zone” area.
  10. Select your transitional tax rate for 7% VAT and click on “Save”.
  11. The “Define tax rates and tax key for tax class in tax zone Zone-EU” dialogue box opens.
  12. Enter the value 7 for “Tax rate in %”.
  13. Under “Tax key”, select the entry “VAT 7%”.
  14. Click on “Save”.
  15. Close the tax administration by clicking on “Save”.
Step 5: Export booking data with JTL-DataTransfer
  1. Select your usual booking data export in JTL-DataTransfer.
  2. In the invoice filter, select the setting “Observe payment date (ACTUAL)”.
  3. Set your settings for the booking data export as agreed with your tax advisor.
  4. Executes the export.

After the end of the tax reduction on January 1, 2021, you can remove the tax classes for the transition and set your normal tax rate and your reduced tax rate back to 19% and 7% respectively.

  1. Marks all items in the item overview whose prices are to be smoothed.
  1. Left-click to open the context menu and select “Calculate prices”. The “Calculate/adjust prices” dialogue box opens.
Preise glätten Schritt 2
  1. Opens the “Price smoothing” tab.
Preise glätten Schritt 3
  1. Make the appropriate settings for your prices.
  1. Click on the “Calculation preview” button to check your adjustments.
Preise glätten Schritt 5
  1. If all settings are correct, click on “Save” to smooth the prices according to your settings.
  1. Activates the JTL-Worker (menu Admin > Automation: JTL-Worker > Check “activate for this client” > OK).
  2. Once you have completed your adjustments for the VAT reduction, you can also carry out manual adjustments again.

Settings for the sales channels

The prices on Amazon and eBay are not automatically changed when the tax rate is changed. You can adjust the prices for Amazon and eBay with JTL-DataTransfer.

Customize prices on Amazon with JTL-DataTransfer

Step 1: Export prices
  1. Opens the “Export” dialog in JTL-DataTransfer.
  2. Under “Export from”, select the entry “Amazon offer update”.
  3. Under “Field in database”, double-click at least the fields “Marketplace”, “Account”, “Amazon SKU” and “New price”.
  4. Click on “Start export”.
Amazon Preise aktualisieren Schritt 1
Step 2: Calculate prices
  1. Open the exported file with a calculation program and calculate your new prices in the “New price” column.
Step 3: Import prices
  1. Opens the “Import” dialog in JTL-DataTransfer.
  2. Under “Import from”, select the entry “Change Amazon listings”.
  3. Check whether the columns “Marketplace”, “Account”, “Amazon SKU” and “Price New” have been assigned automatically and make the assignment manually if necessary.
  4. Click on “Start import”.
Amazon Preise aktualisieren Schritt 3
Step 4: Carry out an Amazon comparison
  1. Starts the Amazon comparison in JTL-Wawi to transfer the new prices to Amazon.

You can find more information in the JTL-Guide: Edit Amazon listings with JTL-DataTransfer

Customize prices on eBay with JTL-DataTransfer

Step 1: Export prices
  1. Opens the “Export” dialog in JTL-DataTransfer.
  2. Under “Export from”, select the entry “eBay listing update”.
  3. Under “Field in database”, double-click at least the fields “Listing ID” and “Purchase price”.
  4. Only if you are working with variation combinations (Varkombis): Under “Field in database”, also select the fields “Assigned SKU combination” and “SKU combination price”.
  5. Only if you are working with variation combinations (Varkombis): Select the “Variation data” entry in the “Other export data” drop-down menu.
  6. Click on “Start export”.
eBay Preise aktualisieren Schritt 1
Step 2: Calculate prices
  1. Open the exported file with a calculation program and calculate your prices in the “Purchase price” and “Varkombi price” columns.
Step 3: Import prices
  1. Opens the “Import” dialog in JTL-DataTransfer.
  2. Under “Import from”, select the entry “Change eBay listings”.
  3. Check whether the columns “Listing ID”, “Purchase price” and, if using Varkombis, also the columns “Assigned Varkombi SKU” and “Varkombi price” have been assigned automatically and, if necessary, make the assignment manually.
  4. Click on “Start import”.
eBay Preise aktualisieren Schritt 3
Step 4: Perform eBay comparison
  1. Starts the eBay synchronization in JTL-Wawi to transfer the new prices to eBay.

The VAT reduction has no effect on Amazon. The tax rate is applied when the order is created, so the net prices are automatically higher. If you want to pass on the VAT reduction to your customers, you can update the Amazon prices via JTL-DataTransfer.

Please note that Amazon Business prices apply to the B2B customer group.

You can read how to do this in the instructions for adjusting prices on Amazon with JTL-DataTransfer.

Tax rates and prices in the JTL-Shop are controlled via JTL-Wawi. However, simply changing the tax rates is not enough.

In the following, we will show you three methods on how you can proceed to adjust tax rates in the JTL-Shop in the best possible way.

Method 1: Standard procedure

Suitable and recommended for: JTL-Shops of all versions whose synchronization of all items (no categories, images, etc.) is run through in a time acceptable to you.

  1. Stops the adjustment.
  2. Adjust the tax rates in JTL-Wawi (and item prices if you want to keep the gross prices).
  3. In the complete synchronisation settings, check the Global data and items box.
  4. Activates the maintenance mode in the JTL-Shop at the latest now or at the deadline.
  5. For security reasons, carry out a JTL-Shop database backup or have it carried out (see also our guide article on this. JTL hosting customers can follow step 2, option 2).
  6. Starts the adjustment.
  7. Wait for the end of the adjustment.
  8. Checks the items (and clears the item cache if necessary).
  9. Exits maintenance mode.
Optional method 2: Directly via the JTL-Shop database

Suitable for: JTL-Shops of all versions whose synchronization of all items (no categories, images etc.) would mean too long a downtime for you. Tax rates taken into account: 19% → 16% and 7% → 5%

IMPORTANT: Only suitable for JTL-Shop with standard tax settings (tax headquarters in Germany).

IMPORTANT: Item, scale and special prices for all customer groups (who have not activated net price display) are taken into account. Two special cases are NOT taken into account:

  • Different configurator prices: If you use fee-based configurator components that are not linked to items or linked components with different item prices, these will not be adjusted by the snippet. After you have changed the prices via Ant, they are synchronized via the global data (online store > Complete synchronisation settings column “Global data”). This should be relatively quick.
  • Surcharges for the old variations (variation combinations are normal item prices and are therefore taken into account)
  1. Stops the adjustment.
  2. Adjust the tax rates in JTL-Wawi (and item prices if you want to keep the gross prices; use QuickSync in JTL-DataTransfer).
  3. Activates the maintenance mode in the JTL-Shop at the latest now or at the deadline.
  4. To be on the safe side, carry out a JTL-Shop database backup or have it carried out (see also our guide article on this. In this case, JTL hosting customers can follow step 2, option 2).
  5. Sends the SQL commands from the following snippet directly to the JTL-Shop database. (Recommendation: send commands directly via the console).
    IMPORTANT: Everything from line 9 in the snippet only if you want to keep the gross prices.
    Note: All customer groups for which the net price display is activated in JTL-Wawi will not receive adjusted net prices! – https://gitlab.com/jtl-software/jtl-shop/core/snippets/1983556
  6. Starts the adjustment. (If you have not adjusted any prices in JTL-Wawi, the comparison should only take a few seconds).
  7. Checks the items (and clears the item cache if necessary).
  8. Exits maintenance mode.
  9. If you have adjusted prices in JTL-Wawi, let the adjustment run in peace while the shop is already finished.
Optional method 3: We provide a small plugin - JTL VAT Changer

Suitable for: JTL-Shop (only version 4.06.x and PHP version at least 7.0), whose synchronization of all items (no categories, images etc.) would mean too long a downtime for you.

IMPORTANT: Only suitable for JTL stores with standard tax settings (tax headquarters in Germany)

IMPORTANT: Item, scale and special prices for all customer groups (who have not activated net price display) are taken into account. Two special cases are NOT taken into account:

  • Different configurator prices: If you use fee-based configurator components that are not linked to items or linked components with different item prices, these will not be adjusted by the plugin. After you have changed the prices via Ant, they are synchronized via the global data (online store > Complete synchronisation settings column “Global data”). This should be relatively quick.
  • Surcharges for the old variations (variation combinations are normal item prices and are therefore taken into account)

Note: If you want to keep the gross prices, this is possible with the plugin, but all customer groups for which the net price display is activated in JTL-Wawi will not get adjusted net prices with the plugin!

  1. Preparation: Download the plugin and install it in the JTL-Shop, but do not do anything yet.
  2. Stops the adjustment.
  3. Adjust the tax rates in JTL-Wawi (and item prices if you want to keep the gross prices; use QuickSync with JTL-DataTransfer).
  4. Activates the maintenance mode in the JTL-Shop at the latest now or at the deadline.
  5. For security reasons, carry out a JTL-Shop database backup or have it carried out (see also our guide article on this. JTL hosting customers can follow step 2, option 2).
  6. Make the corresponding changes in the plugin for all your affected tax rates:
    To do this, enter the old VAT rate and the new VAT rate one after the other for all used and affected tax rates under “Old VAT” and “New VAT” without the % sign (of course, only use the “Keep gross prices” option if you have also adjusted your prices in JTL-Wawi accordingly! Note regarding net price display!) and click on “Perform update” (button only functional if maintenance mode is active).
  7. Starts the adjustment. (If you have not adjusted any prices in JTL-Wawi, the comparison should only take a few seconds).
  8. Checks the items (and clears the item cache if necessary).
  9. Exits maintenance mode.
  10. If you have adjusted prices in JTL-Wawi, let the adjustment run in peace while the shop is already finished.
Download the plugin in the forum
Empty item cache:Cache leeren im JTL-ShopAnd how do I turn the whole thing around at the turn of the year?

The procedure is exactly the same, only with the percentages reversed.

We have a customized separate snippet for method 2: https://gitlab.com/jtl-software/jtl-shop/core/snippets/1987972

For method 3, you simply need to reverse the old and new VAT in the plugin. (IMPORTANT: When reversing, the “Keep gross prices” option must be set exactly as it was when the original change was made; unless you have changed your mind later and subsequently changed all prices, e.g. via JTL-DataTransfer).

We recommend that you check all texts in your online shop (general terms and conditions, item descriptions, etc.) to see whether the VAT rates with percentages are stored anywhere.

Step 1: Adjust tax rate in the JTL-Customer Centre
  1. Log in to the JTL-Customer Centre.
  1. Opens the settings for Shopify under Licenses > JTL-Connector
Mehrwertsteuer für Shopify-Connector im Kundencenter einstellen
  1. Changes the tax rates in the “VAT rates comma-separated” field.
Mehrwertsteuer beim Shopify-Connector senken
  1. Click on the “Test connection/activate license” button.
Step 2: Change tax rates in JTL-WawiOption 1: Maintain gross prices

Carry out steps 1-5 from “Question 1 – How do I keep my gross prices?” as described.

Option 2: Pass on tax savings to your customers:

In this case, you only need to adjust your tax rates.

  1. Opens the “Tax administration” dialogue box in JTL-Wawi via the menu “Admin > Taxes > Tax administration”.
  2. Mark “Zone EU” on the left under the tax settings.
  1. Double-click on the “Normal tax rate” entry to open the tax rate settings.
Normaler Steuersatz
  1. In the “Tax rate in %” field, change the tax rate from 19 to 16 and click on “Save”.
Steuersatz ändern
  1. Double-click on the “Reduced tax rate” entry to open the settings for the reduced tax rate.
  2. In the “Tax rate in %” field, change the tax rate from 7 to 5 and click on “Save”.
  3. Click on “Save” in the “Tax management” dialogue box that is still open to apply the changes.

The net prices are now calculated using the new tax rates.

Step 3: Transfer tax rates and prices to the connector online store

Carry out a complete synchronisation for your items via the online store synchronization (menu online store > Complete synchronisation > Check “Items”).

Step 1: Customize the tax rate in the connector online store
  1. Adjust your tax rates in the back end of your online store.
  2. Opens the dialogue box “Overview of your online stores” in the menu “Online store > Online shop connection” in JTL-Wawi.
  3. Select your online store in the list and click on the “Edit” button. The “Online store integration” dialogue box opens.
  1. Click on the “Test connection/activate license” button.
Verbindung Testen | Lizenz Aktivieren
Option 1: Maintain gross pricesStep 2: Change tax rates in JTL-Wawi

Carry out steps 1-5 from “Question 1 – How do I keep my gross prices?” as described.

Option 2: Pass on tax savings to your customers:

In this case, you only need to adjust your tax rates.

  1. Opens the “Tax administration” dialogue box in JTL-Wawi via the menu “Admin > Taxes > Tax administration”.
  2. Mark “Zone EU” on the left under the tax settings.
  1. Double-click on the “Normal tax rate” entry to open the tax rate settings.
Normaler Steuersatz
  1. In the “Tax rate in %” field, change the tax rate from 19 to 16 and click on “Save”.
Steuersatz ändern
  1. Double-click on the “Reduced tax rate” entry to open the settings for the reduced tax rate.
  2. In the “Tax rate in %” field, change the tax rate from 7 to 5 and click on “Save”.
  3. Click on “Save” in the “Tax management” dialogue box that is still open to apply the changes.

The net prices are now calculated using the new tax rates.

Step 3: Transfer tax rates and prices to the connector online store

Carry out a complete synchronisation for your items via the online store synchronization (menu online store > Complete synchronisation > Check “Items”).

JTL-POS ERPConnected

Preparation
  1. Create a backup of your database: https: //guide.jtl-software.com/jtl-wawi/datenbank/datenbank-backup-erstellen/
  2. Create a backup of your JTL-POS database: https: //guide.jtl-software.com/jtl-pos/import-export/datenbank-sichern/
  3. Disables the JTL-Worker (menu Admin > Automation: JTL-Worker > Uncheck “enable for this client” > OK).
  4. Closes the JTL-Worker program.
  5. Closes the JTL POS server.
  6. Do not make any manual adjustments in JTL-Wawi while you are making the adjustments for the VAT reduction.
How do I change my tax rates and keep my gross prices?
  1. Carry out steps 1-5 from “Question 1 – How do I keep my gross prices?” as described.

In JTL-Wawi, the imported gross prices are now displayed with the correspondingly adjusted net prices in the items and transferred to JTL-POS with the next reconciliation.

How do I change my tax rates and pass on the tax savings to my customers?Step 1: Change tax rates in JTL-Wawi
  1. Opens the “Tax administration” dialogue box in JTL-Wawi via the menu “Admin > Taxes > Tax administration”.
  2. Mark “Zone EU” on the left under the tax settings.
  1. Double-click on the “Normal tax rate” entry to open the tax rate settings.
Mehrwertsteuer für Shopify-Connector im Kundencenter einstellen
  1. In the “Tax rate in %” field, change the tax rate from 19 to 16 and click on “Save”.
Mehrwertsteuer beim Shopify-Connector senken
  1. Double-click on the “Reduced tax rate” entry to open the settings for the reduced tax rate.
  2. In the “Tax rate in %” field, change the tax rate from 7 to 5 and click on “Save”.
  3. Click on “Save” in the “Tax management” dialogue box that is still open to apply the changes.

The net prices are now calculated using the new tax rates.

Step 2: Recalculate prices for JTL-POS

To have the prices recalculated according to the new tax rate, you must disable and re-enable all items in JTL-POS once.

  1. Opens the “Items” area in JTL-Wawi.
  1. If you manage your JTL-POS items in your own categories or in a root category, you can disable these category(ies) for JTL-POS (Edit category > “General” tab > In the “Online shops/JTL-POS” section, uncheck the box for your JTL-POS branch(es) > Save).
    If you need to disable your items individually for JTL-POS, you can find the settings in the item master data in the “Online shops/JTL-POS” tab.
Preise für JTL-POS neu berechnen Schritt 2.2Preise für JTL-POS neu berechnen Schritt 2.1
  1. Activate your POS server.
  2. Wait for the next synchronization. Your items must all disappear from JTL-POS once.
  3. Then reactivate your items/categories for JTL-POS (don’t forget to save!).

With the next synchronization, the items with the updated prices are transferred back to JTL-POS.

JTL-POS Standalone

In JTL-POS you have to change the tax rates manually under “Settings > Tax rates”. The tax rates in your items will be automatically adjusted after saving. This will not change your gross prices. If you use DATEV, discuss any necessary changes to your DATEV accounts stored under “Settings > Tax rates” with your tax advisor.

JTL-POS Standalone Steuersatz ändern
How do I keep my gross prices?

Since JTL-POS works on the basis of gross prices, your gross prices remain the same even if you change your tax rates as described above.

How do I pass on the tax savings to my customers?

If you want to pass on the tax savings to the customer in the form of lower prices, you must adjust your prices manually after changing the tax rates. The quickest way to do this is via CSV import/export. If you only have very few items, you can also adjust the prices manually. To change the prices via CSV import/export, proceed as follows:

  1. First export a CSV file with your item data (Import/Export (CSV) menu >Data export Data category: Items > Select folder > Start data export).
  2. Opens the CSV file and changes the tax rates in column M (Tax Rate).
  3. Change your gross price in column 0 (Price).
  4. Attention! There is currently a bug in the exported CSV file! Before you import the CSV file again, you must change the column name in column X as follows before importing: “Blocked” → “Locked”. Then save the file. If the column is still called “Blocked”, you cannot import the file!
Steuerersparnis an Kunde weitergeben

Attention! Please do not make any further changes to the column names or their order, otherwise the file cannot be imported again!

  1. Now import your file back into JTL-POS (Import/Export (CSV) menu >Data import > Data category: Items > Select folder > Select file > Start data import). Your adjusted prices will be imported into JTL-POS.

JTL-POS General

What happens if a customer buys something before the changeover and returns it after the changeover?

The tax rate at which the customer made the purchase is permanently stored in the closed receipt. Changes to the tax settings no longer have any effect on completed receipts. So if the customer bought something at 19% VAT before the tax rate was changed and returns the goods on July 2nd after the changeover, for example, they will also be refunded the 19% VAT, even if the tax rate was changed in the settings.

Ask your questions in the JTL forum

We will continue to provide you with help and advice. If you have any new questions, please post them in the JTL forum. We will continue to keep an eye on the VAT reduction thread and answer your questions there.

In case of technical difficulties with the software, our support team will assist you as usual. In such cases, simply create a support ticket in the JTL-Customer Centre as usual.

Ask a question in the JTL forum

Information on possible customizations in partner software

Many of you use JTL software in conjunction with solutions from our partners. So that you can make adjustments to the tax rate across systems with as little effort as possible, we have collected information here that we have received from our partners.

We will continuously update the following link list.

This article does not replace tax or legal advice and is only intended to provide you with initial guidance. If you are unsure, we recommend that you seek independent specialist advice to ensure compliance with the applicable laws and regulations.

Published on:
19. June 2020
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Jan Weber
Jan

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