Legal basis · Tax field audit

Austria

Schätzung nach § 184 BAO — estimation under section 184 of the Federal Fiscal Code

Findings at a glance

  • Traceability of the calculation
  • Completeness of the data basis
  • Business-specific benchmark
  • Requirements for counter-evidence
  • Burden of proof and its reversal
  • Official benchmark tables
  • Data access and format
  • Intensity of judicial review

exceeded · met · does not exist

Traceability of the calculationexceeded

The estimate must come as close as possible to the actual circumstances and must be reasoned.

Citation§ 184 BAO · VwGH st. Rspr.

What we provideEvery figure is traceable down to the individual document. The chain of calculation can be walked in both directions — from the result to the document and back.

Completeness of the data basisexceeded

Both external and internal comparison of businesses, as well as partial estimates, are permitted.

Citation§ 184 Abs. 1 BAO

What we provideA full census across all accounts, suppliers and product groups. No sampling is used; 100 per cent is the upper limit and cannot be exceeded by any method.

Requirements for counter-evidenceexceeded

The taxpayer may rebut the estimate by furnishing their own evidence.

Citation§ 184 BAO i. V. m. § 115 BAO

What we provideA closed system: purchasing, production, masses, unit counts, sales channel and revenue support one another. A single incorrect figure shows up against the others.

Further information — 5 axes

Business-specific benchmarkexceeded

Internal comparison within the business takes precedence; external comparison is permitted.

Citation§ 184 BAO · VwGH 2009/15/0223

What we provideThe calculation rests on the recipes and quantities of the audited business, not on an industry average.

Burden of proof and its reversalmet

Substantive correctness is presumed; defects open the power to estimate.

Citation§ 163 BAO · § 184 Abs. 3 BAO

What we provideThe evidence is prepared so that the reversal of the burden remains traceable and the counter-evidence engages with the calculation, not with the objection.

Official benchmark tablesdoes not exist

No official margin tables as in Germany; sector figures are drawn on case by case.

Citation— (no official tables)

What we provideThe actual mark-up of the business is determined from its own documents and recipes. There is no official comparison value here to set it against — the calculation stands on its own.

Data access and formatmet

Obligation to use a registered cash system with a signature unit; the data recording log must be produced.

Citation§ 131b BAO · RKSV (BGBl. II 410/2015)

What we provideOutput in the audit formats required by the respective country; the raw data is preserved unchanged.

Intensity of judicial reviewmet

The Federal Finance Court reviews in full and may make its own estimate.

Citation§ 269 BAO · § 279 BAO

What we provideThe dossier is built so that a court can follow it without having to calculate anything itself.

Discuss your situation