Tax calculation for trading partnerships and limited partnerships

For trading partnerships and limited partnerships, the program supports these regulations:

• Annual accounts (BFNAR 2017:3) - financial years ending on or after 31 December 2023.

• Annual report (BFNAR 2010:16) - financial years ending on or after 31 December 2024.

Keep in mind that each partner's results must be bookkept. The program does not automatically handle this accounting action and it has to be done manually. If you have not already entered the profit/loss in the bookkeeping, you can add a closing entry for it. Read how to do this in the topic Closing entries.

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.

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:

View linked accounts

Some grey fields contain values linked to other accounts at the reference account level. These links are managed under Maintenance - Chart of Accounts.

To view the linked accounts, hover over the field and select Show accounts from the menu that appears. If there are mapped accounts without balances, you can include those as well by marking the checkbox Include mapped accounts without balances in the dialogue box that opens. Click on the image below to see what it looks like:

Read more about reference accounts, chart of accounts and how to change accounts in the topic Chart of accounts.

Built-in tax return check

You can at any time check your tax return for common errors and inconsistencies by selecting the Tax return check button .
If the check detects anything, it is displayed as either an error or a warning with an explanation. By selecting Go to check, you can navigate directly to the basis to complete, correct or update the information.
The tax return check is available from theTax calculation, Annual report and Tax forms sections. It will also be automatically run when opening the submission page.