Controlled transactions and balances
In Year-end closing - Information on tax - Information - Basic values - you will find the work area for Controlled transactions and balances. The area is automatically available if the company stated YES that the company has transactions or balances with related parties above the amount limits, in Various information. The area can also be opened manually by using the Edit feature areas selector.
Note that the area requires logging in with an active connection to the tax authorities for the calculation loop to work.
The work area replaces the previous form RF-1123 Controlled transactions and accounts outstanding.
The area consists of both manually filled-in fields and from the Tax Administration.
When the work area is opened, you get to the overview tab where you enter general information in editable fields as well as "drop down" menus.
To specify transactions with each individual transaction counterparty, you open new tabs by clicking on the + icon in the top right corner.
Each individual transaction type or balance is selected from drop-down menus and amounts are entered manually. These values are sent in a calculation loop to The Tax Administration and received in return after a few seconds. The totals in the overview "Transactions and dispositions" and “Accounts outstanding” will then be updated. These values are then transferred to the overview screen. Values from the specification and overview are then transferred to the tax return.
See Items, fields and topics in the new tax return for businesses for more information.