The tax summary
See your turnover for a period broken down by VAT rate, with the tax each rate generates, as the statistics view behind the Swiss VAT return.
The tax summary gives you a VAT-focused view of your turnover: it takes the bookings for a period and groups them by tax rate, so you can see how much turnover each rate produced and how much VAT it generates. It's the statistics counterpart to the full Swiss VAT return — the place to sanity-check your VAT figures before you file.
Open the tax summary
Go to Statistics → Tax. Choose the period you want to look at — a quarter or a half-year, depending on your VAT billing type. The summary recalculates for the period you pick.
Read the summary
The summary groups your turnover by VAT rate (tax code / Ziffer). For each rate it shows the turnover booked at that rate and the tax that turnover generates. The totals roll up into the same numbered positions as the official VAT form, so the figures line up with what you'll file.
How the tax is worked out depends on your VAT billing type:
- Effective billing — the VAT is calculated per rate from the actual turnover booked at that rate.
- Saldo (flat-rate) billing — the VAT is calculated using your agreed saldo tax rate.
From summary to filing
The tax summary is for reviewing the numbers. To produce the official VAT return as a PDF — generate it for a filing period, watch it build, then view, download and archive it — use the The tax report. Both draw on the same bookings and tax codes, so the summary and the filed report agree.
Related: Statistics. See also The tax report for the official VAT return and Tax codes and rates for the tax codes that drive both.
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