Visma Skatt & Bokslut Pro
Tax forms for private individuals
In Year-end closing - Tax forms, you will find the tax forms
If it´s a tax return for a private individual, not having a sole proprietorship, the forms INK1 - Tax return, K2 - Deferment - Real estate, K4 - Sale of securities, K5 - Sale of small house, K6 - Sale of cooperative apartment, K7 - Sale of commercial property, K10 - Qualified shares in close companies, K12 -Unqualified shares in unlisted companies and N3A - Participation in trading partnerships are availiable.
When you have sole proprietorship as company form, you can also use the tax forms NE - Income from business activities, NEA - Income from several businessesand N8 - Deduction for forest property/natural assets.
The forms are filled out automatically with data obtained from the bookkeeping, as well as the information entered in Basis for tax return. If you have added and filled in Reconciliation BS - Tax appendices, the completed tax forms are displayed here. See below for a list of all supported forms. When you have completed all your tax forms, you cangenerate SRU filesfor submission via Skatteverket's service for file transfer.
The following tax forms are available for private individuals/sole proprietorships:
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INK1 - Tax return is Skatteverket’s main form for the tax return of natural persons.
This tax form is mainly filled out via Basis for tax return - Tax return INK1.
The business information on page 2 is filled out via Basis for tax return - Sole proprietorship.
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This tax form should be used when you have a deferment amount that:
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is preliminary and shall will be final or reversed.
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you want to reverse voluntarily.
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shall be returned in the case of a gift, inheritance, will or division of property.
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shall be returned on the sale of replacement housing abroad.
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shall be transferred to another person in the event of inheritance, will or division of property.
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It shall also be used for annual information on replacement housing abroad.
The form is filled in automatically via Year-end closing -
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The appendix should be used when you, as a natural person, report the sale of shares, bonds and other securities. The form is also used by those who wish to voluntarily reverse deferments.
The form is filled in automatically via Year-end closing -
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The appendix should be used when you report profit or loss if you have sold a property that is a house or a freehold flat, provided that the house or flat is a private home. You can also use the appendix to request a deferment of taxation of profits. Declare the sale the year after the year you and the buyer signed the purchase contract.
The form is filled in automatically via Year-end closing -
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The appendix should be used when you report profit or loss if you have sold a cooperative apartment. You can also use the appendix to request a deferment of taxation of profits. Declare the sale the year after the year you and the buyer signed the purchase contract.
The form is filled in automatically via Year-end closing -
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The form is used when you report a profit or loss when having sold a commercial property. Furthermore, you must make certain tax adjustments in the current accounts of the business where the property is included.
The form is filled in automatically via Year-end closing -
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As a partner in a smaller limited company, a close company, and if you own qualified shares, you should submit the K10 appendix along with your private tax return. The company will submit a separate tax return, Income tax return 2.
The appendix is automatically filled in via Year-end closing -
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The K11 appendix is used to request tax deduction for investments in smaller companies. It is filled in automatically via Year-end closing - Basis for tax return - Tax appendices - K11 - Investor deduction.
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As an owner of unqualified shares in unlisted companies, you need to submit the K12 appendix if you have received dividend on your shares. You must also submit it if you sold shares in the company. Only natural persons (or legal estates) must submit form K12. If the shares are qualified, you must submit form K10.
Shares are qualified when, among other things, the company's shareholders, or relatives of the partner, have been active in the company to a significant extent. If the shares are not qualified, they are unqualified.
The appendix is filled in automatically via Year-end closing -
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The tax form K15a is used when you sell shares in a trading partnership and is used to declare the profit or loss. The profit is taxable and the loss is deductible to 70%. The profit is taxable and the loss is deductible to 70%.
The appendix is filled in automatically via Year-end closing -
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The tax return from business activities in a sole proprietorship is specified in the NE tax form.
Page 1 is filled out automatically with data retrieved from Year-end closing - Reconciliation BS
Page 2 is filled out via
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The tax form N3A must be submitted by a private individual or legal estate that is a partner in a trading partnership.
The appendix is filled in automatically via Year-end closing -
It's only possible to create one N3A form.
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Tax form NEA is a sub-appendix to tax form NE. It can be provided by a private individual or estate who has several activities with different accounts or who runs a business with someone else and has joint accounting.
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In the N7 appendix you report takeover of funds and allocation amounts.The form must be submitted by the person who took over tax allocation reserves, expansion fund, interest distribution amount, forest account or forest damage account. Both natural and legal persons must submit the form. You must submit an N7 form for each grantor. However, have you taken over e g both tax allocation reserve and expansion fund from the same person, the information must be provided on a form.
The appendix is automatically filled in via Year-end closing -
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In the N8 appendix you report deduction for forest property or natural assets. In Section A, you report forest deductions and in Section B, deductions for natural assets. Appendix N8 should be submitted as a sub-appendix to the NE appendix when requesting or returning deductions for forest or natural assets.
The appendix is automatically filled in via Year-end closing -
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The T1 tax form is used for declaring income from services for which you have to pay social contribution fees and other taxes.
The tax form will be automatically filled in when using the tax appendix Year-end closing -
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The T2 form should be used if you have had income from hobby activities, which refers to income-generating activities of a lasting or occasional nature that are not business activities.
Examples of hobby activities include handicrafts, gardening, animal breeding, equestrian sports, boat rental, beekeeping, and cultural activities.
The tax form will be automatically filled in when using the tax appendix Year-end closing -
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The checklist, which is located in the side panel, is accessed by clicking on the icon in the upper right and helps you to document the work you have done.
In the side panel, the task list for your selection in the left hand panel is shown.
To add a comment to a task, click on the row or on the comment icon in the Actions column and enter your comment.
To mark a task as done, click on the check mark in the Actions column. Click on the check mark again to undo this action.
A task can be marked as N/A, which means that it is not applicable.
You can modify the checklist to show only the tasks you want. Click on Edit checklist in the bottom of the side panel to do this. In this view, you can choose which tasks are active.
You can add your own tasks to the checklist. This is also done in the Edit checklist view. The tasks you add yourself can be activated and deactivated in the same way as the standard tasks, and can also be deleted. The tasks that you have added yourself have a blue icon in the task list so that they can be easily identified.
The checklist is available for print in Year-end closing - Report center. Choose which parts you want to include in your report in the left hand panel and select Create report - Download PDF.
Show linked accounts in tax forms
When a field is filled in on a tax form, you can easily see where the value has been taken from. Move the mouse pointer over the field and select Show accounts from the menu that appears. This only works for those fields that have a direct link to accounting accounts, otherwise the menu is not displayed.
Read more about reference accounts, chart of accounts and how to change accounts in the topic Chart of accounts.
Mark complete to keep track!
When a document is completed, you mark it as complete by clicking on the status symbol in the column Done in the view on the left. The status change will be indicated with your name and a time stamp and no further changes can be made.
You can cancel the status change by clicking on the tick again.
If you have marked as complete and changes are made to the values from other parts of the service, the status symbol will change colour from green to orange. Go through and check the updated values and approve again.
Click on the image below to see what it looks like:
- When you mark tax forms as complete, the Date when the form was filled in field is also filled with today's date. This only matters if you submit the tax form on paper/PDF. If you submit the tax form by API or SRU file, the date when the file is created is used.
- When you are using Visma Skatt & Bokslut Pro as an accounting office from Visma Advisor some of the status changes will automatically update your checkpoints for the customer in Visma Advisor. Read more in How Visma Skatt & Bokslut Pro interacts with other products.
To print a single tax form, click Print in the upper right corner. A PDF file will then be generated and downloaded to your local drive.
You can also use Report center. There, you can print several forms at the same time. Easy peasy, just select the forms to print from the menu on the left-hand side, click Create report and then Download PDF.
Related topics
Basis for tax return for private individuals
Skatteverkets information for sole proprietorships