| # Tax Declarations (tfgld1625m000) Use this session to create or view tax declarations. You can base a new tax declaration on a tax declaration master or you can copy a previous declaration, and then change the copy. To add the tax lines of a period range or a range of dates to the tax declaration, from the appropriate menu, select Select Tax Declaration Lines to start the Select Tax Declaration Lines (tfgld1226m000) session. The first tab represents the Tax Declaration Lines (tfgld1526m000) session. In some countries, you can transfer the tax declaration by transferring an XML file to the collection office. If you prepared a tax declaration XML file for automatic transfer, from the appropriate menu you can select Show XML file. LN then displays the generated tax declaration XML file. The second tab represents the Manually Declared Tax Boxes (tfgld1527m000) session. Note If, in the Implemented Software Components (tccom0100s000) session, Functionality for Bulgaria is selected, you can use this session to create a declaration file which includes the following: DEKLAR (tax declaration) POKUPKI (purchase register) PRODAJBI (sales register) Related topics To prepare a tax declaration Automatic transfer of tax declarations General Tax Declaration Type The type of tax declaration, which can be VAT, Withholding Income Tax, or Social Contribution. Tax Category A way to distinguish and/or group types of tax for inquiries, reporting, and tax payment selections. For example, for social contributions the categories Unemployment and Medical insurance can be required. If you create a new tax declaration, you can click the browse arrow to select the tax declaration master for the tax declaration from the Tax Declaration Masters (tfgld1620m100) session. Collection Office The collection office for which you prepare the tax declaration. Version A code identifying the tax declaration master. Tax Year The tax year for which you prepare the tax declaration. Tax Period The tax period for which you prepare the tax declaration. Correction Number If the current declaration is a correction of a previous declaration, this field contains the correction sequence number. If the declaration is not a correction, this field has the value zero. Tax Declaration Number The generated tax declaration number. LN generates the number from these details, separated by a hyphen (-) : Tax Year Tax Period Correction Number Tax Declaration Type Collection Office Tax Category Company Set A set of financial companies for which you can set up specific tax data and/or generate reports such as the Intrastat declaration at a time. A financial company set can contain one or multiple financial companies. Company Set If you generate the tax declaration for a financial company set, this field contains the company set. To generate a tax declaration successfully for the companies of the company set, all the companies of the company set must have the same home country. Payment Reference A reference that helps you distinguish the tax payments. Control Registration Date The date on which you last saved the tax declaration. Registration User The log on code of the user who last saved the tax declaration. Declaration Status The tax declaration status. The status reflects the various stages of the tax declaration process: Created The tax declaration header exists. Selected Tax lines have been selected for the tax declaration. Approved You have verified that the tax declaration contains the correct selection of tax lines. Error Automatic transfer of the XML tax declaration file failed. Transferred Automatic transfer of the XML tax declaration file was completed. Submitted The collection office has provisionally accepted the tax declaration. Sent to Bank The payment order has been sent to the bank. Manually Paid, or Paid The tax declaration has been paid. Tax Amount The total amount of the tax declaration. Tax Amount The currency of the tax amount and the amount to be settled. Amount to be Settled The amount that remains to be paid. Settlement Document The transaction type and document number of the tax settlement transaction. If the tax was paid to the collection office, these fields contain the document number of the payment transaction. Standing Order If you selected the Generate Standing Order in the Tax Declaration Master (tfgld1620m000) session and you already processed the standing order for the tax declaration, this field contains the sequence number of the standing order. If no standing order exists for the tax declaration, this field has the value zero. Payment Batch If you paid the tax declaration through a standing order or by paying the corresponding invoice, this the batch number of the standing order. If you did not process the standing order, this field has the value zero. Payment Document If you paid the tax declaration through a standing order or by paying the corresponding invoice, these fields display the document number of the standing order. The document number consists of these fields: The financial company number The transaction type The document number The line number If you have not yet paid the tax declaration, these fields have the value zero. Text If this check box is selected, a text is present. Select Tax Declaration Lines Starts the Select Tax Declaration Lines (tfgld1226m000) session, which you can use to select the tax records for a range of tax periods or due dates. Approve Sets the tax declaration status to Approved. Before you can further process the tax declaration, you must approve the tax declaration. Unapprove Reverses the tax declaration status from Approved to Selected. Submit Tax Declaration Sets the tax declaration status to Submitted. If the collection office has accepted the tax declaration, you can use this command to set the declaration status to Submitted. Transfer Tax Declaration Transfers the tax declaration XML file to the collection office. If you set up automatic submission of the tax declaration, you can use this command to start the automatic transmission. For details, refer to Automatic transfer of tax declarations Revert Tax Declaration Changes the tax declaration status to Selected. If the collection office does not accept the content of the declaration, you can use this command. After you solve the problem, you can transfer the file again. Show XML file Displays the generated XML declaration file. You can only use the Show XML file command for tax declarations that can be transferred automatically. For details, refer to Automatic transfer of tax declarations. |