<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/tc/onlinemanual/000432" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To prepare a tax declaration</Title>
		<Keyword><Level1>Tax</Level1>
			<Level2>declaration</Level2>
		</Keyword>
	</Header>
	<ProcedureSection><Steps><StepsIntro>The process to prepare the tax declaration consists of the following steps:</StepsIntro>
			<Step><StepTitle>Create the tax declaration</StepTitle>
				<ProcedureList><ListIntro>To create the tax declaration, take the following steps:</ListIntro>
					<ListItem><List><ListIntro>Create the tax declaration in one of the following ways:</ListIntro>
							<ListItemHead>Based on the tax declaration master.</ListItemHead>
							<ListItem><Paragraph>You must prepare the first tax declaration of a specific type based on the tax declaration master.</Paragraph>
								<ProcedureList><ListIntro>Take the following steps:</ListIntro>
									<ListItem>In the <GUIRef href="/baanerp/tf/gld/tfgld1620m000" role="session">Tax Declaration Master (tfgld1620m000)</GUIRef> session, display the appropriate tax declaration master.</ListItem>
									<ListItem>On the <GUIRef href="" role="menu">Specific</GUIRef> menu, click <GUIRef href="/baanerp/tf/gld/tfgld1620m000#tfgld1625m000" role="formcommand">Tax Declarations</GUIRef>. The <GUIRef href="/baanerp/tf/gld/tfgld1625m000" role="session">Tax Declarations (tfgld1625m000)</GUIRef> session starts.</ListItem>
								</ProcedureList>
							</ListItem>
							<ListItemHead>Based on the previous tax declaration</ListItemHead>
							<ListItem><Paragraph>For subsequent tax declarations, you can copy the previous declaration and change such details as the tax period and the payment reference.</Paragraph>
								<ProcedureList><ListIntro>take the following steps:</ListIntro>
									<ListItem>In the <GUIRef href="/baanerp/tf/gld/tfgld1625m000" role="session">Tax Declarations (tfgld1625m000)</GUIRef> session, display an existing declaration of the appropriate type.</ListItem>
									<ListItem>Click <GUIRef href="" role="manual" Update="No">Duplicate</GUIRef>. The <GUIRef href="/baanerp/tf/gld/tfgld1625m000" role="session">Tax Declarations (tfgld1625m000)</GUIRef> session starts.</ListItem>
								</ProcedureList>
							</ListItem>
						</List>
					</ListItem>
					<ListItem><List><ListIntro>Enter the correct data in the following fields:</ListIntro>
							<ListItem><GUIRef href="/baanerp/tf/gld/tfgld1625m000#tfgld125.vyer" role="formfield">Tax Year</GUIRef>
							</ListItem>
							<ListItem><GUIRef href="/baanerp/tf/gld/tfgld1625m000#tfgld125.vprd" role="formfield">Tax Period</GUIRef>
							</ListItem>
							<ListItem><GUIRef href="/baanerp/tf/gld/tfgld1625m000#tfgld125.refr" role="formfield">Payment Reference</GUIRef>
							</ListItem>
						</List>
						<Paragraph>Ensure that the details in the remaining fields are correct, and save the data. SSA ERP sets the tax declaration status to <GUIRef href="/baanerp/tf/domains/gld.tdst#created" role="enum">Created</GUIRef>.</Paragraph>
					</ListItem>
				</ProcedureList>
			</Step>
			<Step><StepTitle>Select the tax records</StepTitle>
				<ProcedureList><ListIntro>To add tax records to the tax declaration, take the following steps:</ListIntro>
					<ListItem>On the <GUIRef href="" role="menu">Specific</GUIRef> menu of the <GUIRef href="/baanerp/tf/gld/tfgld1625m000" role="session">Tax Declarations (tfgld1625m000)</GUIRef> session, click <GUIRef href="/baanerp/tf/gld/tfgld1625m000#tfgld1226m000" role="formcommand">Select Tax Declaration Lines</GUIRef>. The <GUIRef href="/baanerp/tf/gld/tfgld1226m000" role="session">Select Tax Declaration Lines (tfgld1226m000)</GUIRef> session starts.</ListItem>
					<ListItem>Indicate whether you want to select the tax records by tax period or by due date and enter the corresponding range of periods or dates. The range must be within the specified tax year. If you must submit the declaration periodically, select the <GUIRef href="/baanerp/tf/gld/tfgld1226m000#select.tax.period" role="formfield">Tax Period</GUIRef> check box, and if you must submit the declaration on or before a specific date, select the <GUIRef href="/baanerp/tf/gld/tfgld1226m000#select.due.date" role="formfield">Due Date</GUIRef> check box.</ListItem>
					<ListItem><Paragraph>Click <GUIRef href="/baanerp/tf/gld/tfgld1226m000#exec.cont.process" role="formcommand">Select</GUIRef>. You must enter a device for the error report. SSA ERP adds the selected records from the Tax Analysis (tfgld110) table to the tax declaration and sets the tax declaration status to <GUIRef href="/baanerp/tf/domains/gld.tdst#selected" role="enum">Selected</GUIRef>.</Paragraph>
						<List><ListIntro>For each taxable transaction, two lines are created:</ListIntro>
							<ListItem>One line for the tax amount</ListItem>
							<ListItem>One line for the net transaction amount</ListItem>
						</List>
					</ListItem>
					<ListItem><Paragraph>In the <GUIRef href="/baanerp/tf/gld/tfgld1625m000" role="session">Tax Declarations (tfgld1625m000)</GUIRef> session, view the generated list of taxable transactions, the total tax base amount, and the total tax amount. The only adjustment you can make is to remove records.</Paragraph>
						<Paragraph>If you prepared a tax declaration XML file for automatic transfer, on the <GUIRef href="" role="menu">Specific</GUIRef> menu you can click <GUIRef href="/baanerp/tf/gld/tfgld1625m000#show.xml.file" role="formcommand">Show XML file</GUIRef>. SSA ERP displays the generated tax declaration XML file.</Paragraph>
					</ListItem>
					<ListItem>If you want to remove a taxable transaction, select the line that displays the <GUIRef href="/baanerp/tf/domains/gld.tamt#vat" role="enum">Tax amount</GUIRef> and click Delete. SSA ERP removes both lines of the transaction and updates the tax base amount and the total tax amount.</ListItem>
				</ProcedureList>
			</Step>
			<Step><StepTitle>Approve the tax declaration</StepTitle>
				<Paragraph>Before you can further process the tax declaration, you must approve the declaration. If the correct selection of taxable transactions is selected for the tax declaration, on the <GUIRef href="" role="menu">Specific</GUIRef> menu, click <GUIRef href="/baanerp/tf/gld/tfgld1625m000#approve.tax.declaration" role="formcommand">Approve</GUIRef>. SSA ERP sets the tax declaration status to <GUIRef href="/baanerp/tf/domains/gld.tdst#approved" role="enum">Approved</GUIRef>.</Paragraph>
			</Step>
		</Steps>
	</ProcedureSection>
	<GeneralSection><Paragraph>Continue with <Link href="/baanerp/tc/onlinemanual/000433" role="manual">To submit tax declarations</Link>.</Paragraph>
	</GeneralSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/tc/onlinemanual/000433" role="manual">To submit tax declarations</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/tc/onlinemanual/000429" role="manual">To process tax declarations</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
