Changes in equity

In Year-end closing - Annual report - Changes in equity, you specify the changes in the equity compared to the previous year. Common examples of such changes are profit or loss for the year, reversal of previous year's profit or loss and dividends.

The amounts shown in the columns on the page have been transferred from the balance sheet. Opening balance and Profit for the year are filled in and calculated automatically. Balance at end of year should correspond with the year's balance on the corresponding line in the balance sheet.

If the Share capital field does not appear, it may be because this is the company's first financial year. Then verify that the correct Registration date is filled in under Maintenance - Company details. Then enter the deposited share capital on the line Capital invested at the start of the company.

How fields work in Visma Skatt & Bokslut Pro

White fields are for manual input of values. Grey fields contain values generated by the system or taken from elsewhere in the programme.

Values in grey fields can usually be changed by clicking on the menu icon that appears when you hover over the field and select Override amount. When an amount has been changed, the field is highlighted in yellow. To restore the value, hold the pointer over the field again, click on the menu icon and select Reset. Click on the image below to view:

Input fields. Here you enter the values yourself:

Calculated fields or fields where values are taken from elsewhere in the program:

A field where the amount has been changed manually:

Enter the values that affect equity in the respective boxes, see example below.

The value Carried forward is calculated as follows:

Profit for prev. year
+/- Dividend
+/- Reimbursement of shareholder contributions
+/- Change in Statutory reserve
+/- Bonus issue

The value on the Balanseras i ny räkning row, in the Profit for the year column, is automatically moved to the Profit brought forward column on the same row.

If the field Registration date under Maintenance - Customer information contains a date in the current year, the field Balance at beginning of year will be named Capital invested at the start of the company instead.

If a row has no values at all, it will not be included in the printout. This means that it is possible to hide rows by removing their values. Please note that some values may be mandatory.

Approve the changes in equity by clicking on the status symbol in the column Done in the view to the left.

Return to the annual report by selecting Preview at the bottom right.

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