<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/tc/onlinemanual/000432" xml:lang="en">
   <Header>
      <Title>To prepare a tax declaration</Title>
      <Keyword type="header" order="d1e1150827">
         <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 <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu, click <GUIRef href="/baanerp/tf/gld/tfgld1620m000#start.tax.declarations" role="manual">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="manual">Tax Year</GUIRef>
                     </ListItem>
                     <ListItem>
                        <GUIRef href="/baanerp/tf/gld/tfgld1625m000#tfgld125.vprd" role="manual">Tax Period</GUIRef>
                     </ListItem>
                     <ListItem>
                        <GUIRef href="/baanerp/tf/gld/tfgld1625m000#tfgld125.refr" role="manual">Payment Reference</GUIRef>
                     </ListItem>
                  </List>
                  <Paragraph>Ensure that the details in the remaining fields are
				  correct, and save the data. LN sets the tax declaration status to <GUIRef href="/baanerp/tf/domains/gld.tdst#created" role="option">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 <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> 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="command">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="manual">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="manual">Due Date</GUIRef> check box.</ListItem>
               <ListItem>
                  <Paragraph>Click <GUIRef href="/baanerp/tf/gld/tfgld1226m000#exec.cont.process" role="command">Select</GUIRef>. You must enter a device for the error
				  report. LN 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="option">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 <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu you can click <GUIRef href="/baanerp/tf/gld/tfgld1625m000#show.xml.file" role="command">Show file</GUIRef>. LN 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="option">Tax amount</GUIRef> and click Delete. LN 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 <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu, click <GUIRef href="/baanerp/tf/gld/tfgld1625m000#approve.tax.declaration" role="command">Approve</GUIRef>. LN sets the tax declaration status to <GUIRef href="/baanerp/tf/domains/gld.tdst#approved" role="option">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>