Manage VAT reports
/visma-net-erp/help/vat/manage-vat-reports
section
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# Manage VAT reports
About VAT report preparation
/visma-net-erp/help/vat/manage-vat-reports/about-vat-report-preparation
page
In Visma Net, you can prepare a VAT report for a particular tax agency.
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# About VAT report preparation
In Visma Net, you can prepare a VAT report for a particular tax agency.
In Visma Net, you can prepare a VAT report for a particular tax agency.
A VAT report can be prepared
either for an open reporting period, or for a closed reporting period if the
**Update closed reporting periods** check box is selected for a tax
agency on the **Tax agency settings** tab of the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window.
The frequency of preparing VAT reports depends on the
setting that you specify for a tax agency in the **Reporting period type** field in the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window.
If your company contains multiple branches, you prepare a VAT report for each particular
branch.
Once you have prepared VAT reports for all your branches, you can release a VAT
report for each required branch and close corresponding reporting period.
The sections below describe the processes of creating VAT reports for open reporting periods and for closed reporting periods.
## Preparing a VAT report for an open reporting period
To prepare a VAT report for an open reporting period, in the [Prepare VAT report (TX501000)](/visma-net-erp/help/vat/vat-windows/prepare-vat-report-tx501000/) window, you should select the required branch (if any), the tax agency and an open reporting period.
> [!NOTE]
> All previous reporting periods should be closed.
The VAT report structure that was previously configured for the selected tax agency appears
with the numeric values (VAT amounts and taxable amounts) in its lines.
The system has
recorded these values to the VAT report “on the fly” each time a user has entered any
taxable document into the system.
To process VAT report preparation, you need to click **Prepare VAT report** in the window toolbar. Visma Net checks to be sure that all the VAT report entities were configured correctly, and if no errors have occurred, prepares the VAT report and opens the [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window.
## Preparing a VAT report for a closed reporting period
You can prepare another revision of the VAT report for a closed reporting period, for which
a VAT report has already been prepared (or multiple reports have been prepared).
This
functionality is available for tax agencies for which the **Update closed reporting periods** check box is selected on the **Tax agency settings** tab of the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window.
To prepare a VAT report for a closed reporting period, in the [Prepare VAT report (TX501000)](/visma-net-erp/help/vat/vat-windows/prepare-vat-report-tx501000/) window, select the required branch (if any), the tax agency, and the required closed
reporting period.
If new transactions were posted in the selected period, the
**Prepare VAT report** button becomes available in the window toolbar.
When you click this button, the VAT report will be prepared and the [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window will open, in which you can release the VAT report.
## VAT report revisions
When you have prepared a VAT report for a closed reporting period, the revision number of
this VAT report changes (it is incremented by 1) in the **Revision ID**
field in the [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window.
You can view each particular revision of
the VAT report by selecting the required revision number in this field:
+ If you clear the **Show differences** check box next to the **Revision** field, the VAT report shows the amounts (VAT and taxable) taken from the documents posted since the beginning of the VAT reporting period (since the initial VAT report revision) till the selected revision of the VAT report.
+ If you select the **Show difference** check box, the VAT report shows the amounts taken from the documents posted between the selected revision and the previous revision of the VAT report.
You can prepare as many revisions of the VAT report for the same (closed) reporting period as needed (for example, you can do it each time any documents are posted to the closed VAT period).
About VAT report release
/visma-net-erp/help/vat/manage-vat-reports/about-vat-report-release
page
Once you prepare the VAT report in the Prepare VAT report (TX501000) window, the Process VAT report (TX502000) window automatically opens.
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# About VAT report release
Once you prepare the VAT report in the Prepare VAT report (TX501000) window, the Process VAT report (TX502000) window automatically opens.
For more information: [Prepare VAT report (TX501000)](/visma-net-erp/help/vat/vat-windows/prepare-vat-report-tx501000/), [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/).
Once you prepare the VAT report in the [Prepare VAT report (TX501000)](/visma-net-erp/help/vat/vat-windows/prepare-vat-report-tx501000/) window, the [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window automatically opens.
In the [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window, you
can release the VAT report for the selected branch, reporting period, and tax agency by
clicking**Close period**in the window toolbar.
When the report is released,
the system closes the selected reporting period.
Depending on the settings in your system,
it can also generate a purchase invoice with the VAT amount to be paid to the selected tax agency,
as described below.
> [!NOTE]
> The VAT report cannot be released and the VAT period cannot be closed, if there is an unreleased VAT adjustment in the selected VAT period.
## Supplier ledger documents generated on release of the VAT report
You can set up the system to generate a purchase invoice once the VAT report is released.
The purchase invoice will contain the total VAT amount that you must pay to the tax agency for the selected
reporting period according to the released VAT report.
After the VAT report is released, the
corresponding purchase invoice appears in the table on the **Supplier documents**
tab in the [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window.
To set up the system to generate a purchase invoice while releasing a VAT report, in the [Reporting settings (TX205100)](/visma-net-erp/help/vat/vat-windows/reporting-settings-tx205100/) window, you need to configure a reporting line that
accumulates appropriate VAT amount, and select the **Net VAT** check box for
that line.
Only if this check box is selected, the system will generate purchase invoices when a VAT
report is released.
If you prepare and release a VAT report for a closed reporting period (that is, for a period
for which the VAT report has been already released, the system will generate another purchase invoice
according to this revision of the VAT report.
This purchase invoice will be listed on the
**Supplier documents** tab in this window (in addition to the purchase invoice generated by the
previous release). Each purchase invoice will contain an amount of a particular VAT report
revision.
About operations with VAT reports
/visma-net-erp/help/vat/manage-vat-reports/about-operations-with-vat-reports
page
Once you prepare the VAT report in the Prepare VAT report (TX501000) window, the Process VAT report (TX502000) window opens.
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# About operations with VAT reports
Once you prepare the VAT report in the Prepare VAT report (TX501000) window, the Process VAT report (TX502000) window opens.
For more information: [Prepare VAT report (TX501000)](/visma-net-erp/help/vat/vat-windows/prepare-vat-report-tx501000/), [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/).
Before you release the VAT report (which closes the corresponding financial period and generates the appropriate purchase invoice, as described in [About VAT report release](/visma-net-erp/help/vat/manage-vat-reports/about-vat-report-release/) ), you can perform the following operations with the VAT report:
+ Adjusting the amounts shown in the VAT report
+ Voiding the VAT report
+ Viewing the details of the VAT report
+ Viewing different revisions of the VAT reports (if any)
These operations are described in detail in the sections below in this topic.
## Adjusting the VAT report
You can create a VAT adjustment document manually to adjust the appropriate VAT and taxable
amounts in the prepared VAT report.
In the [Prepare VAT report (TX501000)](/visma-net-erp/help/vat/vat-windows/prepare-vat-report-tx501000/) window, click
**Adjust VAT**, the [VAT adjustments (TX301000)](/visma-net-erp/help/vat/vat-windows/vat-adjustments-tx301000/)window
opens or open the [VAT adjustments (TX301000)](/visma-net-erp/help/vat/vat-windows/vat-adjustments-tx301000/)window manually by clicking **VAT adjustments** in the navigation menu.
In the [VAT adjustments (TX301000)](/visma-net-erp/help/vat/vat-windows/vat-adjustments-tx301000/) window, in the **Type** field, you can select one the following types of the adjustment document to be created:
Adjust output
: With this type of the document, you can adjust the VAT and taxable amounts for the VAT, for which the **Output** reporting group is configured in the system (for example, the sales VAT). Once you have selected this type, you should select an appropriate VAT in the **VAT ID** field on the **Documents details** tab, and then enter the required amounts in the **Taxable amount** and **VAT amount** fields. You can enter either positive or negative amounts depending on whether you need to increase or reduce the corresponding VAT and taxable amounts in the VAT report.
Adjust input
: With this type, you can adjust the VAT and taxable amounts for the taxes, for which the **Input** reporting group is configured in the system (for example, VAT). Once you have selected this type, you should select an appropriate VAT in the **VAT ID** field on the **Documents details** tab, and then enter the required amounts in the **Taxable amount** and **VAT amount** fields. You can enter either positive or negative amounts depending on whether you need to increase or reduce the corresponding VAT and taxable amounts in the VAT report.
Once you create and save VAT adjustment documents, the system generates general ledger batch that updates
a VAT payable (or VAT claimable) account and expense account assigned to the supplier (tax
agency).
The values in the report lines change automatically.
## Voiding the VAT report
You can void a prepared VAT report if there are new transactions in the selected reporting
period that you want to add to the VAT report.
You void a VAT report by clicking **Void report** in the [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window.
When you do, the system changes the status for the corresponding reporting period from **Prepared** to **Open**, and opens the [Prepare VAT report (TX501000)](/visma-net-erp/help/vat/vat-windows/prepare-vat-report-tx501000/) window, in which you can prepare another VAT report for the selected reporting period.
If your company consists of multiple branches, you void a VAT report for a selected branch
only.
Then, you can release VAT reports for company branches and close the reporting period only
when you prepare again the voided VAT report for a selected branch.
If you void a VAT report in the reporting period in which released VAT adjustments exist,
these VAT adjustments will not be included in another VAT report that you will later prepare for
this VAT period.
These VAT adjustments will only be included in the VAT report of the next VAT
period.
## Viewing released VAT reports
You can view the VAT report of any tax agency for the specified closed or prepared VAT reporting period in the following ways:
+ In the [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window. In this window, the VAT report is displayed in the table with the filled report lines.
+ By running the VAT summary report in the [VAT summary (TX62100S) report](/visma-net-erp/help/vat/vat-reports/vat-summary-tx62100s/) window. In this window, the report lists the report lines and their respective amounts.
+ By running the VAT details report in the [VAT details (TX62051S)](/visma-net-erp/help/vat/vat-reports/vat-details-tx62051s/) window. In this window, the report lists the report lines with the respective amounts and the reference numbers of the documents from which these amounts were taken.
## Viewing the documents used for VAT reports
You can view the documents whose amounts were accumulated in the VAT report by using the [VAT report details (TX502010)](/visma-net-erp/help/vat/vat-windows/vat-report-details-tx502010/)window.
In this window, you need to select the tax agency
for which the VAT report has been created, the required VAT reporting period, and any line of
the VAT report for which you need to view the details.
After that, the list of documents meeting
the selected criteria appears in the table.
To open the window that shows one of these documents,
click the reference number of the document in the **Ref. no.** column.
## Viewing the details of different VAT report revisions
In the [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window, you can view the details of different revisions
of the VAT report that have been prepared for the same reporting period.
Related pages
Concepts
Tasks
Prepare a VAT report for an open reporting period
/visma-net-erp/help/vat/manage-vat-reports/prepare-a-vat-report-for-an-open-reporting-period
page
You use the Prepare VAT report (TX501000) window to generate a VAT report for a specified tax agency.
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# Prepare a VAT report for an open reporting period
You use the Prepare VAT report (TX501000) window to generate a VAT report for a specified tax agency.
For more information: [Prepare VAT report (TX501000)](/visma-net-erp/help/vat/vat-windows/prepare-vat-report-tx501000/).
1. Go to the [Prepare VAT report (TX501000)](/visma-net-erp/help/vat/vat-windows/prepare-vat-report-tx501000/) window.
1. In the **Branch** field, select the branch on behalf of which the VAT report will be prepared.
> [!NOTE]
> This field is available only if the **Multi-branch support** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.
1. In the **Tax agency ID** field, select the tax agency account for which you prepare the VAT report.
1. In the **Reporting period** field, select the open VAT period you want to prepare the VAT report for. The previous reporting period should be closed. You can prepare a VAT report for a closed reporting period if the **Update closed reporting periods** check box is selected for a tax agency account. For details, see: [Prepare VAT report for closing VAT periods](/visma-net-erp/help/vat/manage-vat-reports/prepare-vat-report-for-closing-vat-periods/).
1. In the window toolbar, click **Prepare VAT report**.
As a result of these steps, the system prepares the VAT report for the specified tax
agency and automatically opens the [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window.
In this window, you can release the VAT report and close the reporting period.
**Parent topic:** [About VAT report preparation](/visma-net-erp/help/vat/manage-vat-reports/about-vat-report-preparation/)
Prepare VAT report for closing VAT periods
/visma-net-erp/help/vat/manage-vat-reports/prepare-vat-report-for-closing-vat-periods
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Before sending your VAT report to the authorities, you need to prepare the respective VAT period.
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# Prepare VAT report for closing VAT periods
Before sending your VAT report to the authorities, you need to prepare the respective VAT period.
## Before you start
The VAT authority supplier must have a bank account or an IBAN before you can close the VAT report period. This is normally done during the first time installation.
In Norway, before you can send the report to the tax authorities, you need to register Visma Net as accounting program in Altinn with a code and a password. This has to be entered in the AutoReport service, and you are told to register this first time or until you have done it in AutoReport.
In the Netherlands, before you can send the report to the tax authorities, you must upload a client and server certificate in the [Branches (CS102000)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/branches-cs102000/) window.
1. Go to the [Prepare VAT report (TX501000)](/visma-net-erp/help/vat/vat-windows/prepare-vat-report-tx501000/) window.
1. Select your **Tax agency**.
1. Select the **Reporting period**.
1. Click **Prepare VAT report**. You are now navigated to the [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window.
## What is next?
[Process and close VAT periods](/visma-net-erp/help/vat/manage-vat-reports/process-and-close-vat-periods/)
Related pages
Concepts
Tasks
Windows
Prepare a supplementary year based VAT report
/visma-net-erp/help/vat/manage-vat-reports/prepare-a-supplementary-year-based-vat-report
page
To send to the tax authorities a supplementary VAT report for the entire year, you need you need to close the respective VAT period.
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# Prepare a supplementary year based VAT report
To send to the tax authorities a supplementary VAT report for the entire year, you need you need to close the respective VAT period.
## Before you start
1. [Enable supplementary VAT reports](/visma-net-erp/help/supplier-ledger/suppliers/enable-supplementary-vat-reports/)
1. To send a supplementary VAT report for the entire year to the tax authorities, close the respective VAT periods: [Process and close VAT periods](/visma-net-erp/help/vat/manage-vat-reports/process-and-close-vat-periods/)
1. Go to the [Prepare VAT report (TX501000)](/visma-net-erp/help/vat/vat-windows/prepare-vat-report-tx501000/) window.
1. Select your **Tax agency**.
1. In the **Reporting period** field, select the open period you want to report. The **Status** field indicates if the period is open.
1. Select the **Enable transactions from previous periods** check box.
1. Click **Prepare VAT report**. You are now navigated to the [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window.
1. Follow the steps here: [Prepare VAT report for closing VAT periods](/visma-net-erp/help/vat/manage-vat-reports/prepare-vat-report-for-closing-vat-periods/).
1. Go back to the [Prepare VAT report (TX501000)](/visma-net-erp/help/vat/vat-windows/prepare-vat-report-tx501000/) window.
1. In the **Reporting period** field, select the same period that you selected in step 3. The **Status** field states that the period is **Closed**.
1. Deselect the **Enable transaction from previous periods** check box.
1. Click **Prepare VAT report**. You are again navigated to the [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window.
> [!NOTE]
> For the Netherlands, if the additional amount is >1000, you will get the error message **One or more VAT transactions from previous periods will be reported in the current period. The VAT amount for these periods is {0} and the limit is {1}. A supplementary report is required. Select the previous period to report the supplementary report. Click View VAT periods for more details.**
## What is next?
[Process and send a supplementary year based VAT report](/visma-net-erp/help/vat/manage-vat-reports/process-and-send-a-supplementary-year-based-vat-report/)
Related pages
Concepts
Tasks
Windows
Reconcile VAT and the general ledger
/visma-net-erp/help/vat/manage-vat-reports/reconcile-vat-and-the-general-ledger
page
If there are unreleased transactions with a VAT ID in the system, you will get a warning when you are preparing the VAT report.
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# Reconcile VAT and the general ledger
If there are unreleased transactions with a VAT ID in the system, you will get a warning when you are preparing the VAT report.
1. Go to the [Prepare VAT report (TX501000)](/visma-net-erp/help/vat/vat-windows/prepare-vat-report-tx501000/) window.
1. Click **Unreleased documents** to run the report in the window.
> [!NOTE]
> You can also run an inquiry from the [VAT account control details (TX40400S)](/visma-net-erp/help/vat/vat-windows/vat-account-control-details-tx40400s/) window, or a report from the [VAT specification (TX62050S)](/visma-net-erp/help/vat/vat-reports/vat-specification-tx62050s/) window.
Related pages
Concepts
Tasks
Windows
Prepare an RF-1301 report
/visma-net-erp/help/vat/manage-vat-reports/prepare-an-rf-1301-report
page
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# Prepare an RF-1301 report
1. Go to the [Prepare RF-1301 report (TX50200S)](/visma-net-erp/help/vat/vat-windows/prepare-rf-1301-report-tx50200s/) window.
1. In the **Reporting year** drop-down list, select the reporting year you want to get purchase invoices for. If you have created filters in step 2 of the work process, the results you get when you generate the report, will reflect the filters you have given.
1. Click **Generate**. The status is **Open**. In the table, you see the suppliers that you have to report invoices for.
1. Optional: Click any of the amount links in the fields **Original service/labour amount**, **Service/labour amount**, or **Total amount** to see the details of the purchase invoices in the **RF-1301 report details** window. You can also click the **View report details** button. To open the individual invoice, click the invoice reference number.
1. Click **Prepare to send**. The report's status is changed to **Prepared**. The [Release RF-1301 report (TX50700S)](/visma-net-erp/help/vat/vat-windows/release-rf-1301-report-tx50700s/) window is displayed.
> [!NOTE]
> that it is the amount in the **Service/labour amount** column that is reported to the government, not the figure in the **Total amount** column.
## What is next?
[Release an RF-1301 report](/visma-net-erp/help/vat/manage-vat-reports/process-an-rf-1301-report/)
Related pages
Tasks
Windows
Process an RF-1301 report
/visma-net-erp/help/vat/manage-vat-reports/process-an-rf-1301-report
page
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# Process an RF-1301 report
## Release RF-1301 report
1. The report you prepared is displayed in the [Release RF-1301 report (TX50700S)](/visma-net-erp/help/vat/vat-windows/release-rf-1301-report-tx50700s/) window.
1. To send the report, click **Send**. The status changes from **Open** to **Sent to AutoReport**. If you get a message that the report has not been received by AutoReport, you can wait a few minutes and then click **Resend**.
You can only report positive or zero values to the government. Negative amounts will not be sent.
Your reporting is done by calendar year, not by financial year.
## Void a report
You can choose to void the report you have prepared, for example, if you have more purchase invoices that should be included in the report.
1. Click **Void report**. The [Prepare RF-1301 report (TX50200S)](/visma-net-erp/help/vat/vat-windows/prepare-rf-1301-report-tx50200s/) window is displayed again, so you can generate a new report.
Related pages
Tasks
Windows
Report cross-year debit adjustments
/visma-net-erp/help/vat/manage-vat-reports/report-cross-year-debit-adjustments
page
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# Report cross-year debit adjustments
## Before you start
When you receive a credit note that is linked to one or more invoices within the current reporting year, you will need to manually specify how much of the credited amount is allocated to system and/or labour for that reporting year.
The example below shows you how to report purchase credit notes that cross years. In the example, 2020 is the reporting year and 2021 the year when you are going to deliver the report.
1. Go to the [Prepare RF-1301 report (TX50200S)](/visma-net-erp/help/vat/vat-windows/prepare-rf-1301-report-tx50200s/) window.
1. Prepare the report according to the steps in [Prepare an RF-1301 report](/visma-net-erp/help/vat/manage-vat-reports/prepare-an-rf-1301-report/).
1. Click **View report details** to correct the amount for a purchase credit note. The **RF-1301 report details** window is displayed.
1. Look for the credit note you want to adjust the amount for.
> [!NOTE]
> Use the document data/year to see all documents with a different year than reporting year.
1. In the **Service/labour amount** column of the credit note, you see that the amount on the purchase credit note is zero. You must now enter which part of the amount in the credit note is service and/or labour. Change the amount to the correct amount. **Important:** A purchase credit note which crosses the boundary of a year will be visible in both the year of the purchase credit note and the year of all connected invoices.
> [!NOTE]
> When you report for 2021, you must also adjust the service/labour amount that is applicable for 2021.
## What is next?
For information on how to connect a purchase credit note to a purchase invoice, see [Create a purchase credit note for a purchase invoice](/visma-net-erp/help/supplier-ledger/process-purchase-invoices/create-a-purchase-credit-note-for-an-existing-purchase-invoice/).
Related pages
Tasks
Windows
Create a VAT adjustment document
/visma-net-erp/help/vat/manage-vat-reports/create-a-vat-adjustment-document
section
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# Create a VAT adjustment document
1. Go to the [VAT adjustments (TX301000)](/visma-net-erp/help/vat/vat-windows/vat-adjustments-tx301000/) window.
1. In the **Type** field, select the type of the document that you want to create:
+ **Adjust output**: Select this type of the document if you need to adjust the VAT amount and the taxable amount of the VAT with the **output** reporting group specified.
+ **Adjust input**: Select this type of the document if you need to adjust the VAT amount and the taxable amount of the VAT of the **input** reporting group specified.
1. In the **Tax agency** field, select the tax agency which VAT report you need to update.
1. In the **reporting period** field, select the reporting period for which you are adjusting the VAT report. By default, the only periods available are those for which the VAT reports in the system are prepared (that is, they have the **Prepared** status).
1. In the **Description** field, enter a clear description of the document that is being prepared.
1. On the **Document details** tab, click **Add row**.
1. In the **VAT ID** column, select the required VAT. The system automatically enters the VAT rate, account and subaccount (if any) based on it. You can edit these settings manually, if needed.
1. In the **Taxable amount** column, enter the amount by which the taxable amount (of the specified VAT) should be adjusted in the VAT report. Enter either a positive value to increase the taxable amount in the VAT report, or a negative value to reduce the taxable amount in the VAT report.
1. Optional: In the **VAT amount** column, you can manually edit the VAT amount calculated by the system.
1. In the **VAT zone** field, select the appropriate VAT zone.
1. In the top part, in the **Amount** field, enter the control VAT amount, which should be equal to the amount specified in the **VAT amount** column.
1. Clear the **Hold** check box. The status should change to **Balanced**.
1. Click  in the window toolbar. The document is saved and you can see its number in the **Ref. no.** field.
1. Click **Release** in the window toolbar. The document is released. On the **Financial details** tab, you can find the batch number of the released document. You can click the number and see the details of the document.
As a result of these steps, the values (the VAT amount and taxable amount of the corresponding VAT) are adjusted in the VAT report for the specified reporting period in the [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window.
Release a VAT report
/visma-net-erp/help/vat/manage-vat-reports/release-a-vat-report
page
Release a VAT report for a specified tax agency and to close corresponding reporting period.
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# Release a VAT report
Release a VAT report for a specified tax agency and to close corresponding reporting period.
## Before you start
If you need to release a VAT report for a closed reporting period, ensure that the **Update closed VAT periods** check box is selected for the tax agency on the **Tax agency settings** tab in the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window.
> [!NOTE]
> You need to select an tax agency in the **Supplier no.** field to make the **Tax agency settings** tab active.
1. Go to the [Process VAT report (TX502000](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) [tx502000-ref.html](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window.
> [!NOTE]
> If you have been navigated to this window automatically, go to step 5.
1. In the **Company** field, select the required compnay. This field is available only if the **Multi-branch support** check box is selected functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.
1. Optional: In the Branch field, select the required branch. This field is available only if the **Multi-branch support** check box is selected functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window. In addition, the **File tax by branch** must be selected on the **Company** or else it is hidden.
1. In the **Tax agency** field, select the tax agency for which the VAT report has been prepared.
1. In the **Reporting period** field, select the reporting period that the VAT report covers.
1. Click **Close period**, to release the VAT report and close the reporting period, in the window toolbar,.
With the release of the VAT report, the system closes the corresponding reporting period and generates a purchase invoice that appears on the on the **Supplier documents** tab.
The purchase invoice contains the total VAT amount that you must pay to the tax agency specified in the VAT report.
> [!NOTE]
> > [!NOTE]
> > A purchase invoice is generated only if this functionality is configured in your system. Or if an appropriate row is properly configured and the **Net VAT** check box is selected for this row on the **Report lines** tab in the [Reporting settings (TX205100)](/visma-net-erp/help/vat/vat-windows/reporting-settings-tx205100/) window.
Related pages
Concepts
Tasks
Windows
Process and close VAT periods
/visma-net-erp/help/vat/manage-vat-reports/process-and-close-vat-periods
page
These instructions show you how to close the VAT period for the prepared period and how to send the report to the authorities after the closing.
2026-02-19T17:09:06+01:00
# Process and close VAT periods
These instructions show you how to close the VAT period for the prepared period and how to send the report to the authorities after the closing.
If you have selected and enabled the **Multi-branch support** check box in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window you have to close each company separately.
Note that as long as the financial periods within a closed VAT period are open, you can still post transactions with VAT in these financial periods. When the tax report for that period is prepared and released, the transactions you enter in these periods will be included in the next VAT period.
## Before you start
1. Go to the [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window, or you are navigated automatically by the system to this window.
1. Click **Close period**.
1. Click **Send**. Depending on the country and settings, you can now send the report electronically.
1. Your tax agency may now ask you for authentication: Enter all required access data and confirm the sending. In some countries, you have to upload the newly created file and send it directly to the tax authorities.
> [!NOTE]
> You can re-run the report in case you need to add postings later.
Note: You can also divide this process into two steps:
+ First, [Prepare VAT report for closing VAT periods](/visma-net-erp/help/vat/manage-vat-reports/prepare-vat-report-for-closing-vat-periods/) and then click **Closed period** in this window.
+ At a later time, send the VAT report to the tax authorities by re-entering this process in this window.
Related pages
Concepts
Tasks
Windows
Process and send a supplementary year based VAT report
/visma-net-erp/help/vat/manage-vat-reports/process-and-send-a-supplementary-year-based-vat-report
page
2026-02-19T17:09:06+01:00
# Process and send a supplementary year based VAT report
## Before you start
### Preconditions regarding the tax authorities
The VAT authority supplier must have a bank account or an IBAN before you can close the VAT report period. This is normally done during the first time installation.
In Norway, before you can send the report to the tax authorities, you need to register Visma Net as accounting program in Altinn with a code and a password. This has to be entered in the AutoReport service, and you are told to register this first time or until you have done it in AutoReport.
In the Netherlands, before you can send the report to the tax authorities, you must upload a client and server certificate in the [Branches (CS102000)](/visma-net-erp/help/organisation-structure/organisation-structure-windows/branches-cs102000/) window.
1. Go to the [Process VAT report (TX502000)](/visma-net-erp/help/vat/vat-windows/process-vat-report-tx502000/) window, or you are navigated automatically by the system to this window.
1. Check that the **Report type** is **Supplementary report**.
1. Check that **First reporting period** field shows the first period where it is data to report.
1. On the **Details** tab, check that the summary lines reflect the report.
1. Check that the **New total amount** is the same amount as in step 4.
1. Click **Close period**.
1. Click **Send**. Depending on the country and settings, you can now send the report electronically.
1. Your tax agency may now ask you for authentication: Enter all required access data and confirm the sending. In some countries, you have to upload the now created file and send it directly to the tax authorities.
> [!NOTE]
> You can re-run the report in case you need to add postings later.
Related pages
Concepts
Tasks
Windows