Visma Skatt & Bokslut Pro
Equity specification (for trading partnership)
You create a sub-appendix by pressing the paperclip icon 
from Reconciliation BS - Overview or Reconciliation BS - Appendices.
Equity for trading partnerships - how it works
A partnership's equity is the difference between the company's assets and liabilities. If the partners make a withdrawal, or the business makes a loss, equity is reduced and so is the company's debt to the partners. If the partners make a deposit, or the business makes a profit, equity increases and so does the company's debt to the partners.
Accounts for equity transactions are made per shareholder in the account groups 2010, 2020, 2030 and 2040. Please note that you have to enter these transactions manually. It is not something the program creates automatically.
The appendix Equity specification for trading partnerships is used to specify and reconcile the equity of the partners in the company.
The information in this appendix is needed to create the tax form INK4DU - Partner information.
- Enter Personal/organisation number and Name of partner 1 of the partnership on the first row.
- Enter Personal/organisation number and Name of partner 2 of the partnership on line 2. Continue in this way for all partners of the company.
When you have up to 4 partners, you can use the Suggest amount button to allocate amounts to each field. The values are then taken from accounts 2010-2049 and automatically fill in the values for each partner if they exist. The information in this appendix is a prerequisite for completing the tax form INK4DU - Partner information.
The suggested amounts in each column are derived as follows:
- Opening balance = UB (as we assume that the rebooking of deposits/withdrawals and the profit/loss for the year takes place immediately in the following year)
- Deposits/withdrawals = change in amounts during the year
- Recorded profit/loss = change in amount during the year
