In the system, it is possible to calculate:
- VAT-7 tax return along with a VAT-ZD attachment
- VAT-7 tax return correction along with VAT-ZD and or ORD-ZU attachments
- VAT-27 declaration
- VAT-27 declaration correction
- VAT-EU declaration
- VAT-EU declaration correction VAT-EUC
A user can calculate a tax return for:
- Center of Company type – VAT invoices of a given company are taken into account
- The whole activity from the level of the main company – all VAT invoices added to the system are taken into account
Tax returns are calculated on the basis of documents included in the VAT account, in accordance with applicable laws. Detailed information regarding definition of parameters can be found in article Qualification of invoices to appropriate fields of tax return. Both Confirmed and Unconfirmed VAT invoices are included in tax returns.
Tax returns are calculated in the system currency of a given company. If in child companies, different system currencies are set, it will not be possible to calculate a tax return in the main company. The following message will be displayed: “Cannot calculate tax return for documents issued in different system currency.”
The list of tax returns is available from the level of menu Accounting, under the button [Tax Returns].
The list contains standard buttons which have been described in article Standard buttons and, additionally:
- [Add] − button active after selecting a tax return type: VAT-7, VAT-EU, VAT-27
- [Correction] − button active after selecting a tax return or a correction with Accepted or Confirmed status and without correction.
- [ZD Notification] − button available after selecting a VAT-7 tax return. Clicking on the button opens for editing a ZD notification document associated with a tax return. If there is no ZD notification generated to the tax return, the following message is displayed: “No ZD notification is associated with this VAT-7 tax return.” Zawiadomienie ZD.”
Description of ZD notification can be found in articles List of ZD Notifications and Adding ZD notification.
Detailed description of functioning of the filters can be found in category Searching and filtering data.