To prepare a tax declaration

To create 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 details such as the tax period and 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 appropriate data in the following fields:

   • Tax Year
   • Tax Period
   • Payment Reference

   LN sets the tax declaration status to Created when you save the data.

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 specify the corresponding range of periods or dates. The range must be within the specified tax year. To submit the declaration periodically, select the Tax Period check box. To 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, following two lines are created:

   • Tax amount
   • Net transaction amount

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

   If tax declaration XML file for automatic transfer exists, on the appropriate menu click Show file to view the generated tax declaration XML file.

5. 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.