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) window.

1. Go to the Process VAT report (TX502000) window, or you are navigated automatically by the system to this window.
2. Check that the Report type is Supplementary report.
3. Check that First reporting period field shows the first period where it is data to report.
4. On the Details tab, check that the summary lines reflect the report.
5. Check that the New total amount is the same amount as in step 4.
6. Click Close period.
7. Click Send. Depending on the country and settings, you can now send the report electronically.
8. 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.

Related pages

Concepts

• About VAT report configuration
• About VAT report preparation
• About operations with VAT reports
• About VAT report release

Tasks

• Release a VAT report
• Process and close VAT periods
• Configure a VAT report
• Prepare a VAT report for an open reporting period

Windows

• Process VAT report (TX502000)
• VAT zones (TX206000)
• VAT categories (TX205500)