The list of periods represents the history of a rental agreement. Each change to the contract concludes the previous period and starts a new one. This applies both to changes to the rented space and to changes of a financial nature, such as graduated or index adjustments. You can store important rental agreements for specific periods here, such as the deposit, rented areas and properties, payment agreements, period-specific operating cost settings and VAT regulations.
LogicController
This LogicController adds the menu item "Extras" to the workbar with the sub-items to add or delete rooms, outdoor areas or objects in the time period
Identification
Information on the identification of the data record is stored in this info area.
| Property | Description |
| Number | You can enter the number here. |
| Offer (no debit position) | As long as there is no debit position for the period, the period can be declared as an offer. |
| Rental agreement period | Rental agreement to which the period is assigned. |
| Period from | Selection of the first day of the rental agreement period. |
| Period until (unlimited: 01.01.2100) | Enter/select the last day of the rental agreement period. |
Net costs
This group includes characteristics relating to the net costs of a rental agreement in a specific contractual phase. These include, for example, rent, ancillary costs or other contractual expenses excluding VAT.
| Property | Description |
| Basic rent [€] | Net rent including investment rent |
| thereof invest. Rent [€] | Total invest. Net rent |
| Operating costs Advance payment[€] | Total optional costs advance payments net |
| Area flat rate [€] | Total net space allowance |
| Total amount [€] | Total net amount in € |
VAT
This group includes features relating to VAT in the context of rental agreements. It contains information on VAT rates, amounts and relevant periods for the tax treatment of rental income.
| Property | Description |
| Basic rent [€] | VAT for the basic rent in € including invest. Rent |
| thereof invest. Rent [€] | Value added tax for the Invest. Rent in € |
| BK advance payment [€] | Share of VAT for the BK advance payment in € |
| Area flat rate [€] | Value added tax for the flat rate in € |
Gross costs
This characteristic group comprises the gross costs incurred during a rental agreement period. It includes all relevant cost components including taxes and duties.
| Property | Description |
| Basic rent [€] | Gross rent including investment rent |
| thereof invest. Rent [€] | Invest. Rent in € including VAT. |
| BK advance payment [€] | BK Advance payment in € including VAT. |
| Area flat rate [€] | Flat rate in € including VAT. |
| Total amount [€] | Display of the payment amount that is due in a payment interval. |
Rented property groups
Rented property groups
See also: Period - Overview
Rented rooms
Rented rooms
See also: Period - Rooms
Rented rooms - advance payments of operating costs
Rented rooms - advance payments of operating costs
See also: Period - rooms BK
Rented outdoor areas
Rented outdoor areas
See also: Period - outdoor areas
Other rented properties
Other rented properties
See also: Period - Other objects
General
Payment information and notes on the rental agreement can be entered here.
| Property | Description |
| Rental chew. months | Selection of the regulation for the rental deposit. For values other than "by arrangement", the deposit is calculated automatically and displayed in the "Debit rental deposit" field. |
| Debit position per [months] | Here you can view the debit position for the coming months. |
| Debit deposit | Enter the agreed deposit. |
| Management fee [%] | Enter the applicable administration fee as a percentage. This is collected from the tenant when using eTASK.operating cost accounting, but is not displayed in the rent debit statement. |
| Due date for payment | Here you can see when the payment is due. |
Specifications for calculation
The default values for calculating the tax rates can be entered here. If no different tax rates have been agreed for the rental property (room, open space, other, etc.), the default values are used for the calculation
| Property | Description |
| Invest. rent [€/m²] | Enter the value of the investment rent in euros per square meter. |
| Calculate BK costs from | The tenant will only be charged the pro rata operating costs from the date specified here. If the charge is not to be made for the entire period, enter the date of the start of the subsequent period here. For cost types with the allocation "rentable", the costs are borne by the landlord; for cost types with the allocation "rented", the costs are distributed among the other tenants. |
| Flat rate [€/m²] | Enter the value of the area allowance in euros per square meter. |
| VAT Default rent | Selection of the applicable VAT rate for the cold rent. |
| VAT Specification BK-Vorausz. | Selection of the applicable VAT for the advance payment of operating costs. |
| VAT Area flat rate | Selection of the VAT rate to be applied to the flat rate for floor space. |
| VAT. Investment rent | Selection of the applicable VAT for the investment rent. |
Amendment to rental agreement
This group includes characteristics that describe changes to existing rental agreements. This includes information on contract adjustments, terminations or extensions within defined contract periods.
| Property | Description |
| Supplementary agreements | Additional agreements can be logged in this area. |
| Description MV change | Entry of information on changes to the rental agreement. This area also logs changes to the rental agreement, e.g. the addition and removal of rooms, open spaces, etc. |
| Last change from | Display of the last modification date. |
| Reason for creation | Enter the creation reason for the period. |
Documents
Documents of any kind relating to the data record can be uploaded in this info area.
In this section you can upload, download and manage files.
Color coding
This group contains features for the color coding of contract phases. The color coding enables a quick visual distinction between different statuses or categories within the rental contract periods.
| Property | Description |
| Hatching | This field defines the hatching for the color coding of a rental agreement period. The hatching makes it possible to visually distinguish between different contract phases and thus facilitates the overview in graphical representations of the rental history. |
| Color | This number represents the color coding for the contract period. It makes it possible to visually differentiate between different phases or statuses of the rental agreement in the user interface, which supports the clarity and quick recording of contract information. |
| Background color | Background color |
Master sheet for the rental agreement (period)
This report shows the most important data of the rental agreement for the period and the period itself. First, the key data of the contract is shown: contract number, conclusion, start, end, renewal information, rental purpose, contract type, payment type, debtor data, deposit information, contract type-specific information (e.g. information on index adjustment) and the periods with the respective contract values per month (cold rent, advance payments for operating costs, investment rent, flat rate, total net and gross). The dates of the period are then listed: Start and end date, amounts, rental prices per type of use, additional information, rented rooms and open spaces, details of the rent index and rental price in euros per square meter of net floor area.
MS Word templates
With "MS Word Templates" you have the option of filling and creating Word documents with fields from the database. This control is located in the time period under the menu item "Extras".
Rented properties
Rented properties
