Example: Service Charge Settlement Costs Surcharge

Starting Point

In a service charge settlement run, you want to either:

Charge all participating rental units a percentage surcharge
Only charge those rental units of a particular external usage type (for instance social welfare housing ) a surcharge
Only take into account selected rental units with specific surcharges defined for this purpose

Procedure

Depending on your choice, you proceed as follows:

Surcharge for all rental units

Surcharge depending on usage type

Rental units - specific surcharge

Enter percentage rate in the Management costs surcharge field in the selection screen of the service charge settlement run

Variant 1: The apportionment loss risk indicator is set in Real Estate Customizing for the respective usage type (for instance social welfare housing ) ( Start of the navigation path Real Estate Next navigation step Service charge settlement Make basic settings) End of the navigation path

Variant 2: As an alternative, you can enter data in the rental units in the fields Public funding until making the setting in Customizing redundant

Enter the percentage rate in the Apportionment loss risk percentage field for both variants

Variant 1: The apportionment loss risk indicator is set in Customizing for Real Estate for the respective usage type (for instance social welfare housing ) ( Start of the navigation path Real Estate Next navigation step Service charge settlement Make basic settings) End of the navigation path

Variant 2: As an alternative, you can enter data in the rental units in the fields Public funding until making the setting in Customizing redundant

Enter the surcharge in the master data for the rental units (tab additional data, field Percentage surcharge ) for both variants

Set the Apportionment loss risk percentage rental unit indicator for the service charge settlement run in the selection screen

You cannot charge a management costs surcharge and an apportionment loss risk at the same time.

Result

Your settlement run may look as follows:

Apportionment risk percentage rate

Only the Social welfare housing usage type is set for the apportionment loss risk.

Usage types participating in settlement run (lease-out: LO)	SCS result (without apport.loss risk)	Apport. loss risk	SCS final result (settlement amount to be paid by tenant)
Public auth.-supp.apartment (1RA)	400	2%	400
Social welfare housing (1 LO)	500		510
Doctor’s surgery (1 LO)	700		700

The surcharge is not added for own use occupancy type.

The tax code is copied from the lease-out.

Management costs surcharge

Usage types participating in settlement run (lease-out: LO)	SCS result (without management costs surcharge)	Management costs surcharge	SCS final result (settlement amount to be paid by tenant)
Public auth.-supp.apartment (1RA)	400	2%	408
Social welfare housing (1 LO)	500		510
Doctor’s surgery (1 LO)	700		714