Match tax transaction with bank transaction

You reconcile your tax account in the same way as your other bank accounts. Your tax account statement can be exported from Skatteverket when you are logged into skatteverket.se. After the payment from your bank account to your tax account is registered in Visma eEkonomi Pro (either through bank integration or because you have added the bank transaction manually) these transactions need to be matched.

  1. Go to Cash and bank.
  2. Select Tax account.
  3. Import or add new transactions if this is not already done.
  4. Click on the tax transaction and select Match.
  5. Select The transaction relates to - Transfer between own accounts.
  6. Select a bank account.
  7. Add a description, e.g. Tax payment December YYYY.
  8. From Select a bank transaction you should now be able to select the bank transaction that you want to match against the tax transaction.
  9. Select Post to ledger. The bank transaction and your tax transaction will be matched and the tax is available to be deducted by the tax authorities.

Based on the declarations you have submitted to the tax office, Skatteverket will deduct tax from your tax account on specific dates. The deduction must be entered as a journal entry and matched against the records you have created for the selected period.

Read more about how to do this in the topic Match payment from tax account against VAT report.

Related topics

Match tax transaction with bank transaction
Monthly reconciliation, tax account