Visma eEkonomi Pro
Record rejection for ROT/RUT from
If you have submitted a tax reduction application for ROT/RUT at skatteverket.se, you will also receive a decision regarding your application. This decision can then be downloaded
If you import your transaction file with the decision into the program, the money you receive from Import transaction file. If you have added the transactions manually, you will also have to record the decision manually.
will be automatically unpacked. Read more in the topic
If you only received part of the amount you applied for a reduction for, this may be due to your customer having exceeded the cap for ROT/RUT. You will then manually have to record the sales invoice as rejected.
- Go to Sales - Sales invoices.
- Select the invoice you applied for a tax reduction for.
- Select Actions.
- Select Record rejection.
Once you have recorded a rejection, the sales invoice status will change from a yellow to a red house. The next step is then to send a payment reminder under Actions - Reminder to your customer, so that they know they need to pay the remaining amount.
If you for whatever reason want to undo your action, you can select Actions - Undo recorded rejection on the sales invoice.
If you have bank integration, the invoice will be matched with the payment and posted to the ledger once the customer has paid the remaining amount. If you do not have bank integration, you follow the instructions under “Sales invoice - fully paid” in the topic Match incoming payments manually.
If you do not receive any payment at all from
If you did not upload a transaction file, you will have to manually record the sales invoice as rejected by following the instructions below.
- Go to Sales - Sales invoices.
- Select the invoice you applied for a tax reduction for.
- Select Actions.
- Select Record rejection.
The next step is then to send a payment reminder under Actions - Reminder to your customer, so that they know they need to pay the remaining amount.
Related topics
Work with ROT/RUT deduction | |
Import transaction file |