Claim ROT and RUT (AR531000)

Den här artikeln ger dig information om elementen du ser i det här fönstret i Visma.net ERP, till exempel fält, fältvärden, knappar och kryssrutor.

You use this window to download XML files for your invoices, with which you can claim the ROT and RUT deduction at the Swedish Tax Agency.

Knapp Beskrivning
Behandla Applies the selected processing (based on the Action you select) to the documents you have selected in the table.
Behandla alla Applies the selected processing to all documents listed in the table.

Här definierar du kriterier för att filtrera fram dokument som ska visas i tabellen nedan. Och så väljer du vilken åtgärd som ska utföras när du klickar på Behandla eller Behandla alla.

Element Beskrivning

Åtgärder

The processing operation to be used when you click Process or Process all. Välj ett av följande alternativ:
  • Balance
    To balance invoices that have not been balanced yet. This will generate a balancing credit note and debit note for the invoice.
  • Claim
    To download an XML file for claiming ROT and RUT deduction.
  • Exported
    To regenerate an XML file for invoices that have already been claimed.

ROT

(check box)

 Select this if the invoices you want to display in the table are for this type of service (repairs, conversion, extension).

RUT

(check box)

 Select this if the invoices you want to display in the table are for this type of service (cleaning, maintenance, laundry).

This table displays the documents matching the criteria specified in the top part.

Granska listan och välj om du vill behandla alla dokument eller bara de du väljer genom att markera kryssrutorna i den vänstra kolumnen.

Kolumn Beskrivning
Kund Kunden som är kopplad till dokumentet.
Posttyp Dokumenttypen.
Ver. nummer The document reference number. You can click the link to view the document.
Fakturadatum Datumet då dokumentet skapades.
Period The period to which the payment of the document will be posted.
Beskrivning The document description.
Restbelopp The current open balance on the document.
Belopp The total invoice amount including VAT.
Balancing credit note ref. no.

The balancing credit note to the customer, with the deductible amount. You can click the link to view the document.

When this document is created depends on your setting for Balance invoices on on the ROT and RUT settings (Sweden) tab in the Organisations (CS101500) or Branches (CS102000) window.
Balancing debit note ref. no.

The balancing debit note to Skatteverket, with the deductible amount to be received from them. You can click the link to view the document.

When this document is created depends on your setting for Balance invoices on on the ROT and RUT settings (Sweden) tab in the Organisations (CS101500) or Branches (CS102000) window.
Deduction type The type of tax deduction, which can be RUT or ROT.
Fördelat belopp The total amount distributed among the personal IDs specified in the document.
Export date For the Exported action, this is the date the document was claimed or exported last.
Export ref. no. For the Exported action, this is the reference number of the last generated XML file.

Work process overview

Claim ROT and RUT deduction

Related tasks

Send a claim for ROT or RUT deduction