Visma Skatt & Bokslut Pro
Tax calculation for limited companies and economic associations
It is important that you have not booked any results in your accounting before importing them into Visma Skatt & Bokslut Pro. The programme is based on being able to make its own calculations and then feed the results back into the accounting.
In Year-end closing - Tax calculation, you will find everything you need in order to calculate the taxable profit/loss.
You do adjustments to the result according to Swedish tax regulations in the section Calculations - Profit/loss before appropriations and tax. Click on each of the posts to make adjustments in the screen to the right. The adjustments affect the Taxable profit/loss before contributions to tax allocation reserve.
When an field in this section corresponds with an field on a tax form, the entered value will be transferred tthere. You find the tax forms under Year-end closing - Tax forms.
- Under Profit/loss planning you will see the final taxable profit/loss after a contribution to or reversal from a tax allocation reserve has been made.
- Under Tax computation, you will see the final tax, including any tax arrears or refunds.
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: |
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Calculated fields or fields where values are taken from elsewhere in the program: |
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| A field where the amount has been changed manually: |
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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 
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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
