{"id":676,"date":"2025-10-09T15:25:22","date_gmt":"2025-10-09T15:25:22","guid":{"rendered":"https:\/\/help.cloudwharf.com\/?post_type=docs&#038;p=676"},"modified":"2025-10-14T15:26:18","modified_gmt":"2025-10-14T15:26:18","password":"","slug":"steuersachverhalte-steuerszenarien-einrichten","status":"publish","type":"docs","link":"https:\/\/help.cloudwharf.com\/de\/docs\/steuersachverhalte-steuerszenarien-einrichten\/","title":{"rendered":"Steuersachverhalte \/ Steuerszenarien einrichten"},"content":{"rendered":"\n<p><strong>Steuersachverhalte<\/strong> legen fest, wie Steuern auf Produkte in Finanzdokumenten angewendet werden. In der Produktansicht kann eines der verf\u00fcgbaren Steuersachverhalte ausgew\u00e4hlt werden, um den zutreffenden Steuersatz zu bestimmen. Standardm\u00e4\u00dfig wird ein einzelnes Sachverhalt mit dem Namen &#8222;<strong>Regelsteuersatz (Umsatzsteuer)<\/strong>&#8220; bereitgestellt, aber bei Bedarf k\u00f6nnen zus\u00e4tzliche Steuersachverhalte erstellt werden.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Step-by-Step-Guide-to-Adding-New-Tax-Rules\"><strong>Schritt-f\u00fcr-Schritt-Anleitung zum Hinzuf\u00fcgen neuer Steuersachverhalte<\/strong><\/h2>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>Finblick App \u00f6ffnen:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Gebt in der Salesforce-Suchleiste (oben links) <strong>Finblick<\/strong> ein und w\u00e4hlt die <strong>Finblick App<\/strong> aus.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Zum Tab Steuersachverhalte gehen:<\/strong>\n<ul class=\"wp-block-list\">\n<li>\u00d6ffnet innerhalb der Finblick App den Tab <strong>Steuersachverhalte<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"212\" src=\"https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-6-1024x212.png\" alt=\"\" class=\"wp-image-509\" srcset=\"https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-6-1024x212.png 1024w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-6-300x62.png 300w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-6-768x159.png 768w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-6-1536x319.png 1536w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-6-360x75.png 360w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-6.png 1702w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li><strong>Neuen Steuersachverhalt erstellen:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Klickt auf <strong>Neu<\/strong>.<\/li>\n\n\n\n<li>Gebt einen <strong>Namen<\/strong> f\u00fcr den Steuersachverhalt ein und legt den gew\u00fcnschten <strong>Steuersatz in Prozent<\/strong> fest.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"810\" src=\"https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-7-1024x810.png\" alt=\"\" class=\"wp-image-511\" srcset=\"https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-7-1024x810.png 1024w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-7-300x237.png 300w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-7-768x607.png 768w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-7-360x285.png 360w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-7.png 1066w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li><strong>Steuersachverhalt in einem Angebot zuweisen:<\/strong>\n<ul class=\"wp-block-list\">\n<li>\u00d6ffnet einen beliebigen Beleg-Datensatz (z.\u202fB. Angebot).<\/li>\n\n\n\n<li>Klickt auf das kleine Stift-Symbol oben rechts im Produktlinien-Editor, um die Positionen zu bearbeiten.<\/li>\n\n\n\n<li>W\u00e4hlt f\u00fcr jede Position den passenden Steuersachverhalt aus.<\/li>\n\n\n\n<li>Speichert die \u00c4nderungen.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"632\" src=\"https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-8-1024x632.png\" alt=\"\" class=\"wp-image-513\" srcset=\"https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-8-1024x632.png 1024w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-8-300x185.png 300w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-8-768x474.png 768w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-8-1536x949.png 1536w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-8-360x222.png 360w, https:\/\/help.cloudwharf.com\/wp-content\/uploads\/2025\/10\/image-8.png 1692w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Steuersachverhalte legen fest, wie Steuern auf Produkte in Finanzdokumenten angewendet werden. In der Produktansicht kann eines der verf\u00fcgbaren Steuersachverhalte ausgew\u00e4hlt werden, um den zutreffenden Steuersatz zu bestimmen. Standardm\u00e4\u00dfig wird ein einzelnes Sachverhalt mit dem Namen &#8222;Regelsteuersatz (Umsatzsteuer)&#8220; bereitgestellt, aber bei Bedarf k\u00f6nnen zus\u00e4tzliche Steuersachverhalte erstellt werden. Schritt-f\u00fcr-Schritt-Anleitung zum Hinzuf\u00fcgen neuer Steuersachverhalte<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[28],"doc_tag":[],"knowledge_base":[22],"class_list":["post-676","docs","type-docs","status-publish","hentry","doc_category-einrichten-und-konfigurieren","knowledge_base-finblick"],"year_month":"2026-04","word_count":150,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"ivan levytskyi","author_nicename":"ivan","author_url":"https:\/\/help.cloudwharf.com\/de\/author\/ivan\/"},"doc_category_info":[{"term_name":"Einrichten und Konfigurieren","term_url":"https:\/\/help.cloudwharf.com\/de\/docs\/finblick\/einrichten-und-konfigurieren\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Finblick","term_url":"https:\/\/help.cloudwharf.com\/de\/docs\/finblick\/","term_slug":"finblick"}],"knowledge_base_slug":["finblick"],"_links":{"self":[{"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/docs\/676","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/comments?post=676"}],"version-history":[{"count":1,"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/docs\/676\/revisions"}],"predecessor-version":[{"id":677,"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/docs\/676\/revisions\/677"}],"wp:attachment":[{"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/media?parent=676"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/doc_category?post=676"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/doc_tag?post=676"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/help.cloudwharf.com\/de\/wp-json\/wp\/v2\/knowledge_base?post=676"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}