To prepare a tax declaration

To create the tax declaration, take the following steps:

1. Create the tax declaration in one of the following ways:

   • Based on the tax declaration master.

     You must prepare the first tax declaration of a specific type based on the tax declaration master.

     Take the following steps:

     1. In the Tax Declaration Master (tfgld1620m000) session, display the appropriate tax declaration master.
     2. On the appropriate menu, click Tax Declarations. The Tax Declarations (tfgld1625m000) session starts.
   • Based on the previous tax declaration

     For subsequent tax declarations, you can copy the previous declaration and change such details as the tax period and the payment reference.

     take the following steps:

     1. In the Tax Declarations (tfgld1625m000) session, display an existing declaration of the appropriate type.
     2. Click Duplicate. The Tax Declarations (tfgld1625m000) session starts.

2. Enter the correct data in the following fields:

   • Tax Year
   • Tax Period
   • Payment Reference

   Ensure that the details in the remaining fields are correct, and save the data. LN sets the tax declaration status to Created.

To add tax records to the tax declaration, take the following steps:

1. On the appropriate menu of the Tax Declarations (tfgld1625m000) session, click Select Tax Declaration Lines. The Select Tax Declaration Lines (tfgld1226m000) session starts.
2. Indicate whether you want to select the tax records by tax period or by due date and enter the corresponding range of periods or dates. The range must be within the specified tax year. If you must submit the declaration periodically, select the Tax Period check box, and if you must submit the declaration on or before a specific date, select the Due Date check box.

3. Click Select. You must enter a device for the error report. LN adds the selected records from the Tax Analysis (tfgld110) table to the tax declaration and sets the tax declaration status to Selected.

   For each taxable transaction, two lines are created:

   • One line for the tax amount
   • One line for the net transaction amount

4. In the Tax Declarations (tfgld1625m000) session, view the generated list of taxable transactions, the total tax base amount, and the total tax amount. The only adjustment you can make is to remove records.

   If you prepared a tax declaration XML file for automatic transfer, on the appropriate menu you can click Show XML file. LN displays the generated tax declaration XML file.

5. If you want to remove a taxable transaction, select the line that displays the Tax amount and click Delete. LN removes both lines of the transaction and updates the tax base amount and the total tax amount.