Getting Started

To be able to start using all functionality within Smart Swedish VAT the following needs to be setup:

Tip

If you only want to set up direct export of VAT Returns via API, use the Enable Direct Export for VAT Returns action on the Swedish Tax Agency Setup page. Otherwise, use the Setup Smart Swedish VAT assisted setup guide to complete all setup in Smart Swedish VAT.

Assisted Setup

  1. Choose the search icon (ALT+Q), enter Setup Smart Swedish VAT, and then choose the related link.
  2. The guide will help you to do the necessary setup for Smart Swedish VAT (except adding contact information for the EC Sales List Report) and it will create a Swedish VAT Statement with the possibility to activate the VAT Return for file export and electronic submission via API, and activating the EC Sales List for file export.
  3. It is possible to run the guide several times.
  4. After finishing the guide, double check that the VAT Line No. (VAT Box numbers) in VAT Posting Setup page are correct, it is possible to make changes manually.
Important

If you manually change any of the VAT Line No. on the VAT Posting Setup page, it is necessary to Update the VAT Statement Template Lines.

Enable Direct Export of VAT Return via API

If you only want to configure direct export of VAT Returns via API (either because you only need this feature, or because other Smart Swedish VAT features have already been set up), you can use the Enable Direct Export for VAT Returns action on the Swedish Tax Agency Setup page.

Manual setup

Fill in VAT Line Number in VAT Posting Setup

  1. Choose the search icon (ALT+Q), enter VAT Posting Setup, and then choose the related link.
  2. On the VAT Posting Setup page, enter the VAT Line No. (VAT Box No.) in the following columns:
Column Box numbers to use for the Swedish VAT Return
Revenue VAT Line No. 05-08, 35, 36, 39-42
Rev. EU 3-P. Tr. VAT Line No. 38
Outgoing VAT Line No. 10-12, 30-32, 60-62
Cost VAT Line No. 20-24, 50
Cost EU 3-P. Tr. VAT Line No. 37
Incoming VAT Line No. 48
Note

The numbers in the VAT Line No columns in the VAT Posting Setup page, will be set as both Row No and Box No in VAT Statements when using the action Update Template Lines in the VAT Statements page. The numbers in column Box No in VAT Statements page, are used when creating a VAT Return.

Important

Each VAT Line No. on the VAT Posting Setup page needs to consist of two characters. E.g. box numbers 5-8, enter 05-08.

Create or update a VAT Statement

  1. Choose the search icon (ALT+Q), enter VAT Statements, and then choose the related link.
  2. Select to edit an existing VAT statement or create a new.
  3. On the VAT Statements page, select action Update Template Lines.
  4. Select OK and the VAT Statement Lines are updated (created).
Note

Lines with a corresponding Line No. on the VAT Posting Setup page are complete, Statement lines without a corresponding Line No. are only created with Type description.

Activate EC Sales List for file export

  1. Choose the search icon (ALT+Q), enter VAT Report Setup, and then choose the related link.
  2. Add a number series in the No. Series field, for the EC Sales report on FastTab Numbering.
  3. Choose the search icon (ALT+Q), enter VAT Reports Configuration, and then choose the related link.
  4. On the VAT Reports Configuration page:
    1. In the VAT Report Type field, select EC Sales List.
    2. In the VAT Report Version field, enter a name.
    3. In the Suggest Lines Codeunit ID field, select 70326084.
    4. In the Submission Codeunit ID field, select 70326082.
    5. In the Validate Codeunit ID field, select 143.

Activate VAT return for file export

  1. Choose the search icon (ALT+Q), enter VAT Posting Setup, and then choose the related link.
  2. On the VAT Reports Configuration page:
    1. In the VAT Report Type field, select VAT Return.
    2. In the VAT Report Version field, enter in a name in.
    3. In the Suggest Lines Codeunit ID field, select 745.
    4. In the Submission Codeunit ID field, select 70326081.
    5. In the Validate Codeunit ID field, select 744.

Activate VAT return for direct export

  1. Choose the search icon (ALT+Q), enter VAT Posting Setup, and then choose the related link.
  2. On the VAT Reports Configuration page:
    1. In the VAT Report Type field, select VAT Return.
    2. In the VAT Report Version field, enter a name, such as "Direct Export" or "API Submission".
    3. In the Suggest Lines Codeunit ID field, select 745.
    4. In the Content Codeunit ID field, select 70326102.
    5. In the Submission Codeunit ID field, select 70326100.
    6. In the Validate Codeunit ID field, select 70326096.

Fill in contact information for EC Sales List

  1. Choose the search icon (ALT+Q), enter VAT Report Setup, and then choose the related link.
  2. On the FastTab Contact Information, fill the fields as necessary. Hover over a field to read a short description.
Important

Make sure that users who need to access and use the app have the appropriate permissions assigned. For details on available permission sets, see Permission Sets. To learn how to configure permissions in Business Central, visit Microsoft Learn.

Permission Sets