EU-VAT Rates (OSS)

Charge and book OSS sales in Dolibarr correctly

When you sell to consumers in other EU countries, above the distance-selling threshold you must charge the VAT rate of the buyer's country and report these sales through the One-Stop-Shop scheme (OSS). Dolibarr supports this only in part. This module makes sure that invoices get the right rate, that accounting books the sales on the OSS revenue account, and that the VAT rates of all EU countries stay up to date - with validity dates, so old and new invoices are each treated correctly.

Why this module?

• The buyer country's rate, preselected: Invoices, proposals and orders to a consumer in another EU country offer the rates of that country. The standard rate valid on the day of the supply is preselected; a badge shows the country. Reduced rates for food, books etc. are chosen in the line.
• Booked on the OSS revenue account: Binding suggests the OSS revenue account for every OSS line (8320 in the German chart SKR03, 4320 in SKR04, or an account of your choice), down payments and credit notes included. Domestic lines of the same invoice keep their account. The sales journal books the VAT on the OSS VAT account.
• VAT rates with validity: A table holds the rates of all 27 member states and Northern Ireland with "valid from" and "valid until" - including every change since the OSS start on 1 July 2021. When a country changes a rate, you end the old one and add the new one. No module update is needed for this, and an update never overwrites your table.
• Daily check against the EU: A scheduled job compares the table every night with TEDB, the VAT rate database of the European Commission, and reports differences. It changes nothing - you decide.
• Preview first, then apply: "Update VAT rates" shows which rates Dolibarr will add, activate or deactivate before anything happens. Ended rates stay selectable for a transition period, e.g. for credit notes on old invoices. Existing invoices keep their rates.
• Day of the supply, not invoice date: The rate depends on the day of the supply - for a credit note, the day of the corrected invoice. An OSS period with "from" and "until" sets since when your company uses OSS.
• Northern Ireland and Monaco too: Supplies of goods to consumers in Northern Ireland (Great Britain in Dolibarr) run as OSS country XI, recognised by the "BT" postcode. Customers in Monaco get the French rates.
• With DATEV export: Together with our module DATEV-Export (for the German accounting software DATEV), OSS bookings get the right posting key (250 or 251 according to the rate table) and the EU country in the DATEV batch.
• With handbook: The Handbuch OSS AddOn (PDF, in German) explains setup, rate maintenance and daily use step by step, with a cheat sheet and help for every notice.

How it works

1. Set up: set the OSS period, set the OSS accounts for your chart of accounts with one click.
2. Synchronise: "Update VAT rates" adds the rates of the EU countries to Dolibarr - with a preview and the OSS VAT account.
3. Sell: write invoices to EU consumers as usual; the buyer country's rate is preselected.
4. Book: accept the suggestions in binding; OSS sales are in accounting by country and rate and, with DATEV-Export, in DATEV.

What the module does not do

• The module does not file the OSS return. The figures for it are in your accounting.
• Whether you must use OSS (threshold of 10,000 €) is for you and your tax advisor to decide; the module follows the OSS period you set.
• Dolibarr has no place of supply. Services that are not taxable in the customer's country are rebound by hand.

User interface languages: German, English
Charts of accounts: SKR03 and SKR04 (German charts; other charts with your own accounts)

Requirements

Tested with Dolibarr 22 to 24 and PHP 7.4 to 8.5.

• Module Accounting (double-entry)
• For the daily check against the EU database: module "Scheduled jobs", a running cron and PHP with curl
• Optional: our module DATEV-Export (version 2.6.1 or newer) for posting keys and EU country in the DATEV batch

Included

With the purchase of the module you receive:

• A ZIP file for download and self-installation
• The handbook "Handbuch OSS AddOn" (PDF, German)
• Updates for one year after purchase (downloadable from the Dolistore)

Please note, NOT included are:

• Installation and setup in your system
• Training and answering general user questions
• Tax advice
• Individual adaptations and extensions

If you are interested, we will be happy to make you an offer.

Documentation & demo

The handbook "Handbuch OSS AddOn" (PDF, German) comes with the module (folder doc) and describes setup, VAT rates and daily use with screenshots.