Control group (Sap Business One)

the Steering group is a control element in SAP Business One which, depending on the control status of a business partner (domestic, EU, third country) is determined.

E-invoicing in Germany: How to implement the obligation with SAP Business One

It defines how the tax treatment of business transactions should take place and has a direct effect on the selection of tax codes and tax accounts.

Assignment in the system

The control group is created in the business partner master data on the Accountancy - Tax registered.
Depending on the tax status (e.g. taxable in Germany, intra-Community, third country), only one suitable tax status can be selected. Steering group can be selected.
The correct tax group ensures that the correct tax code is automatically used in documents.

Effects on vouchers

For customers with the tax status obligatory the tax code A2 used in sales documents.
For suppliers with tax status obligatory the tax code V2 automatically in purchasing documents.
Deviations are possible if individual tax codes have been defined in the article master data or documents.

Use in journal entries

The steering group can also be manual journal entries can be used. To do this, the fields Steering group and Base amount be activated.

Variant 1: Select the tax group from a drop-down list, enter the tax amount - the linked tax account is filled automatically.
Variant 2: Selection of a G/L account - the system displays the linked tax group. After entering the tax amount, the net amount is calculated automatically.

Integration with DATEV

As part of the DATEV integration, a control group can be assigned to a specific DATEV automatic account be assigned.
When importing posting records, the corresponding tax code is set on the basis of the assigned tax group.
Example: The account 4550 is assigned the tax code A2 linked.