What does it mean?
This article provides essential information for our valued partners in Austria regarding the tax integration within the Palisis platform. As your trusted provider of ticketing, reservation, and point-of-sale (POS) systems for streamlined bookings and sales, we have partnered with Fiskaltrust, our fiscalisation solution provider, to ensure seamless alignment with the latest Austrian tax regulations.
In Austria, recent legislation mandates that businesses using POS systems and issuing fiscal documents must integrate with a certified tax mechanism. This tax integration ensures that every transaction is securely recorded and can be reported directly to the Austrian tax authorities, promoting transparency and compliance.
This integration is designed to help you comply with these Austrian tax requirements for all bookings and sales processed through Palisis. It includes the necessary functionalities within our platform and on your POS devices to accurately record and report tax-relevant data as required by Austrian law. A key part of this integration involves the Fiskaltrust portal, where you will need to register and log in to verify your 'Master Data'.
Within this article, you will find a step-by-step guide detailing:
- Registration: How to register your business within the integrated tax system, including the necessary steps within the Fiskaltrust portal.
- Login: Instructions on how to log in to your Fiskaltrust account.
- Master Data Verification: Guidance on how to verify the accuracy of your tax-related 'Master Data' within the Fiskaltrust system.
What should I do?
This guide will walk you through the initial setup process for the Austrian tax integration.
What you’ll need before you start
- A valid PayPal account is required for payment. Visit the PayPal site for more information.
- Your company's VAT number. This is essential for the proper fiscalization of your system.
- A "Signatory" who is authorized to sign documents for your company.
- A webservice user account in FinanzOnline. Please, refer to this video for details.
Part 1: Login, data review, and FinanzOnline setup
Accept the invitation and log in
You will receive an invitation email from Fiskaltrust on behalf of Palisis AG, similar to the example shown below.
Please follow the instructions in the email. Click the provided link to confirm your email address and create a new password.
Review your company’s Master Data
Once logged in, your first crucial step is to sign the agreement. Enter the Signatory, who is the authorised individual with the power to sign documents for your company (e.g., owner or legal representative). Carefully review and accept the terms and conditions and the privacy policy, then click 'Sign'.
Next, navigate to Company Info > Master Data. Verify that all the information displayed is accurate and complete, paying particular attention to fields marked with an asterisk (*), as these are mandatory.
The VAT number field is especially important. It may be labeled as AccountIdVat, IdGln, or UStIdNr. Ensure your Austrian VAT number is entered correctly and is valid. This is essential for the proper fiscalization of your POS system.
Check the entered values using the Data Check feature located to the right of the data fields. Address any errors indicated.
Once you are satisfied that all the information is correct, scroll to the bottom of the page and click 'Save'.
Enter and check the FinanzOnline access data of the PosOperator
To begin, create a webservice user in FinanzOnline. Refer to this video for details.
After creating the webservice user, login to Fiskaltrust and navigate to Tools > FinanzOnline notifications and enter the valid user for the web service.
Input the access data for a FinanzOnline user authorized for the cash register web service (participant identification (TID), user identification (BenID, PIN)). Then, check and save.
For more information, visit this page.
Confirm your primary Outlet
Next, navigate to Company info > Outlets. Here, confirm that the automatically created 'Primary Outlet' is correct. You do not need to add any additional outlets for this integration.
To make changes to the primary outlet's data, select 'Edit' and make the necessary corrections or add additional information. While you have the option to add a contact person and logo, it is not required for the tax integration.
Once completed, inform your Project Manager or Customer Success Manager to handle the setup on the Palisis side. They will contact you to proceed with ordering the package as follows.
Part 2: Ordering your package
Once the Palisis team confirms that you can proceed, finalise the setup by purchasing the required service package.
- In your Fiskaltrust account, go to Shop and then Orders.
2. You should see an item ready to be purchased. Click the shopping cart icon to add it to your basket.
3. Complete the order process and payment using PayPal. You need a valid PayPal account for this.
Part 3: Contacting your Project Manager or Customer Success Manager
Please inform your Project Manager or Customer Success Manager once you complete all the steps. Please visit this article for details.