Record rejection for ROT/RUT from Skatteverket

If you received a full tax reduction from Skatteverket, and you uploaded the decision via a transaction file in the program, the payment has been automatically posted to the ledger. If you received a full tax reduction from Skatteverket which you recorded manually, you follow the instructions under “Sales invoice - fully paid” in the topic Match incoming payments manually. If you have bank integration, the payment will be matched automatically.

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.

1. Go to Sales - Sales invoices.
2. Select the invoice you applied for a tax reduction for.
3. Select Actions.
4. 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 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 Skatteverket, this may be due to your customer having exceeded the cap for ROT/RUT, or that your customer is not entitled to the full tax reduction. If you uploaded the decision via a transaction file in the program, the sales invoice will automatically be recorded as rejected and you will see a red house icon on the invoice row.

If you did not upload a transaction file, you will have to manually record the sales invoice as rejected by following the instructions below.

1. Go to Sales - Sales invoices.
2. Select the invoice you applied for a tax reduction for.
3. Select Actions.
4. 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. 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.