Visma Advisor

Visma Skatt & Bokslut Pro

By using Visma Skatt & Bokslut Pro in combination with Visma eEkonomi, you get a lot of benefits that we promise will make you extra efficient!

With Visma eEkonomi selected as a data source, accounting data is transferred continuously without you having to think about it. If there are source documents in Visma eEkonomi, such as scanned images, these are included as well. When needed, you update the information with a single click.

Reconciliation appendices are also automatically generated, based on data from Visma eEkonomi, for, among other things, accounts receivable, accounts payable, bad debts, accrual of income and expenses, dormant VAT and fixed assets.

Once the accounts are finalised, you as an accounting office can create closing entries that are automatically uploaded under Accounting in Visma eEkonomi.

Work with quality

Use the built-in, automated checks to look for deviations. They will be run automatically and warn as soon as something falls out of the ordinary - not necessarily wrong, but not normal.
The reconciliation process will be more secure and save you lots of time. In Administration - Templates for auto checks you create and maintain templates for your own sets of auto checks that you want to use for your customers. You can base your templates on standard checks for either limited companies or sole proprietorship (Customer type) or a customers setup of auto checks (Customer). This feature will save you a lot of time in the start-up phase with new clients.

The checklists inside Visma Skatt & Bokslut Pro make it easier to keep track of what has been done, both for yourself and others. If you are an accounting office, you can use templates and save a set of checklists as a template to be used for multiple clients, saving a significant amount of time as you won't have to set up the checklists individually for each of your clients.

The program is packed with reconciliation appendices that you use to reconcile the most important accounts. If these are not enough, you can of course add your own appendices.

Periodavstämningar

By working with periodic reconciliations throughout the year, you get a better overview of your customers' operations and can act more quickly on any deviations. The program supports you as a consultant in preparing for the year-end on an ongoing basis. And when the time comes, it results in big time savings during the period when there is usually a lot to do.

Submission of the tax return via the Skatteverket's API

The tax forms are automatically pre-filled with what you have previously entered and under Year-end closing - Tax forms, you have them all collected in one place. From Submission, the program checks the tax return for common errors and when all is complete, you submit the tax return, together with all related tax forms to Skatteverket from here via the Income statement 2 - submit (API) submission method. For the tax return to be considered as submitted, the signatory or declaration agent need to log in to Mina Sidor at Skatteverket and sign the document.

Digital signing and submission of annual report

Under the Submission page, you see if the annual report contains any formal errors and you easily run a check against Bolagsverket to ensure that the information is valid. With the integration with Visma Sign, you can manage the signing of the annual report and the annual general meeting protocol directly from the program. The names of the board members and the auditor can be fetched from Bolagsverket directly from the Signatures page. Once you have sent out the annual report for signing, signatories will receive a notification by email. Then they identify themselves with BankID before signing the document. Then follow the status of each signature in Visma Skatt & Bokslut Pro.

Once the annual report is signed, you can easily submit the annual report and the financial statements approval digitally to Bolagsverket directly from the program. The persons who will sign the financial statements approval and the auditor's report (if applicable) will receive an email with a link. They click on the link, log in using BankID and then approve the annual report by signing the documents digitally. The signing must be done within 21 days. Note that it's only when these documents have been signed on Bolagsverket that is submitted.