VAT Adjustment

Inhaltsverzeichnis

VAT Adjustment - procedure as of January 1, 2024

What this is about

As a result of the vote on September 25, 2022, the standard VAT rate will be increased to 8.1%, the special rate for accommodation will rise to 3.8% and the reduced rate will now be 2.6%. The reason for the increase in tax rates is the approval by referendum on the amendment to the AHV law and the Swiss federal resolution on additional financing of the AHV (provision for old age and ill health). This adjustment has an impact on your online shop or till system if goods or services are sold in Switzerland:

(a) If you use the PepperShop with the main delivery country as Switzerland or Liechtenstein:

There is a VAT maintenance script for the PepperShop, which allows the central conversion of the VAT rates for the entire system. For newer versions, you only need to activate the new VAT rates with just a few clicks as of January 1, 2024.

(b) If you deliver to Switzerland or Liechtenstein and use the PepperShop configuration: VAT rates per delivery country

In this case, please just follow the instructions in Appendix 2.

All other information in this document refers to the operating form (a).

New VAT rates as of January 1, 2024

7.7% → 8.1% (standard rate) 3.7% → 3.8% (Reduced rate) 2.5% → 2.6% (special rate for accommodation)

Deadline

The deadline of January 1, 2024 refers to the provision of services. Accordingly, all shipments that are not delivered until 2024 must be taxed at the new rate, regardless of when the order was placed. The rate applied must correspond to the delivery period in the case of mail order business or the sales date in the case of in-person business. The Federal Tax Administration provides detailed information: Information from the FTA

What do I have to do

If you use an ERP system

Important: If you have connected third-party systems that are affected by the adjustment, please clarify in advance directly with your ERP sales partner or provider which steps are necessary. In this case, the article master is often maintained in the ERP and the VAT rates or VAT codes are updated there and then sent to the shop. This can also have an impact on customer-specific programming in the PepperShop system, which may carry out VAT-relevant operations.

If you need to adjust VAT rates (manually)

On January 1, 2024, open the menu item ‘Shop settings’ → ‘VAT’ → ‘Convert VAT rates’ in the shop administration. After opening the file you will find yourself in the main menu of VAT Maintenance.

Figure 1: VAT maintenance mask with stored, current VAT rates valid from January 1st, 2024

If required, enter new VAT rates

Please note that for older builds of your PepperShop version the new sentences must be stored manually in advance. If you see older VAT rates, please first click on the ‘Adjust VAT rates’ button, enter the new VAT rates specified in chapter 1.1 and save them.

Figure 2: Adjust VAT rates (latest builds already contain the current VAT rates)

Apply new VAT rates

Please click on the ‘Apply VAT adjustment directly’ button. This will be followed by a confirmation message. The new rates now apply.

In the screenshot on the following page you can see the confirmation message.

Especially for systems with connected ERPs, we recommend placing test orders now and checking that the system has correctly applied the new rates.

Figure 3: VAT adjustment success message

Your system will now be using uses the new Swiss VAT rates. (the following chapter is optional).

Preparing the adoption of a new VAT rate at a future date

Please select a date on which the VAT rate should be changed. Now please click on the ‘Plan VAT adjustment’ button. Then comes the success output. VAT rates will change automatically from the date indicated.

Figure 4: Planning the adjustment

Appendix 1: If the main delivery country is not Switzerland or Liechtenstein

If you deliver to Switzerland or Liechtenstein and use the PepperShop configuration: VAT rates per delivery country

Go to administration. Click there on: “Settings” – “VAT” and click on the “Define VAT rates per delivery country” button.

In the example screenshots below you can see how to adjust the old VAT rates for CH/LI. Old VAT rates until the end of 2023:

Figure 5: Define VAT rates per delivery country

Specify new VAT rates from the beginning of 2024:

Figure 6: Define VAT rates per delivery country 2024

Attention: If you use an ERP system, also speak to your ERP sales partner.

Help

If you have any questions, we would like to ask you to send them exclusively by email to compliance@glarotech.ch. As soon as we receive your request, we will process it as quickly as possible.

Further help

Do you need further support? PepperShop provides you with different options.

Often a click in the administration on the top right on the question mark icon helps. Here you can get direct help on the relevant topic.
Various answers can be found in the FAQ. These can also be called up in the shop administration via Help&News -> Help archive. Or via our homepage https://www.peppershop.com/de/services/support/faq/
At the PepperShop Academy https://www.peppershop.com/de/services/academy/ you can find various free video tutorials.
We are also available to you by email or phone (CHF 185./h) support@glarotech.ch or +41 71 923 08 58