Getting Started

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

Assisted Setup

  1. Choose the search icon (ALT+Q), enter Assisted Setup, and then choose the related link.
  2. Select Setup Smart Swedish VAT.
  3. 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 VAT Return and EC Sales List for file export.
  4. It is possible to run the guide several times.
  5. 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.

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

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.

See Also

Permission Sets