From Financial you select Accounting in the menu on the left and then VAT reports. Here a list of all previous and ongoing VAT reports is shown.
If you cannot see the menu item, you probably do not have permission for it. Contact support.
The list shows all completed and submitted VAT reports with the following columns.
Created: The date the report was created in Sapera.
Created by: The user who created the report.
From date: The first date in the period the report covers.
To date: The last date in the period the report covers.
Year: The year the report concerns.
Period: The selected period unit for the report (e.g. Whole year, 1st half-year, 1st quarter, January, etc.).
State: The report's current status. Possible values are Sent and Approved.
Submitted on: The time the report was sent to the tax authority.
External URL: Direct link to the report at the tax authority. Click the link to review the report in TastSelv Erhverv.
Transaction id: Unique id for the report at the tax authority.
Error message: Shown if the report failed. Contains a description of the error.
See How to search in lists for more about searching and filtering.
To start a new automatic VAT report, you click Perform VAT report at the top left.
A dialog opens where you specify which period to report for.
Year: Specify the year the report concerns.
Period: Select the period within the year to report for. The available options depend on your VAT calendar setup. Possible period types are:
Whole year covers all entries for the year in question.
1st half-year covers January–June.
2nd half-year covers July–December.
1st quarter covers January–March.
2nd quarter covers April–June.
3rd quarter covers July–September.
4th quarter covers October–December.
Individual months (January–December) cover the single month in question.
The dialog is automatically filled in with the period expected to be reported now, based on your VAT calendar. You can change the period manually before you continue.
From this dialog you can also export the VAT statement report for the selected period via the report export icon in the top right corner.
Click Ok to fetch the VAT data and continue to the next step.
In the next dialog, the calculated VAT amounts for the selected period are shown on the left and a PDF preview of the VAT statement report on the right. Review the figures carefully before you submit.
The dialog contains the same boxes and amounts as the report. See the section Report contents below for a detailed description of the fields.
Click Perform to send the report electronically to the tax authority via the system. The new report then appears in the list with the state Sent.
The VAT statement report can also be accessed directly from the chart of accounts when you want to print the report and report the amounts manually to the tax authority.
From Financial you select Accounting and then Chart of accounts. In the top right you click the printer icon and select the printout VAT report.
A dialog opens with the following fields.
Year: Specify the year the report should be based on.
Period: Select the period within the selected year. The same period types as described under automatic VAT reporting are available: Whole year, 1st half-year, 2nd half-year, 1st–4th quarter and individual months.
Split basis by: Select how the report's level of detail should look.
Account shows the VAT basis aggregated per account.
Document shows the VAT basis specified per individual document.
Account and Document shows both breakdowns — both the account overview and the document specification — in the same report.
Select the desired output format (e.g. PDF or Excel) by clicking the corresponding button. The button is active once the required parameters are filled in.
NOTE: The report forms the basis for your manual reporting. Use the calculated amounts to report VAT to the tax authority via TastSelv Erhverv. Afterwards, mark the report as settled by registering the corresponding VAT report in Sapera, so the entries for the period are marked as reported.
Regardless of whether you generate the report from the VAT reports screen or from the Chart of accounts, the report contains the same boxes divided into three sections.
This section shows outgoing VAT amounts and VAT on foreign purchases.
Sales VAT (output VAT): The total output VAT on sales in the period.
VAT on goods purchases abroad (both EU and third countries): VAT calculated on goods purchases made abroad, including both EU countries and third countries.
VAT on service purchases abroad (construction services and labour hire): VAT calculated on the purchase of construction services and labour hire from abroad.
This section shows input VAT and duty amounts that can be deducted.
Input duty: The total input VAT on purchases in the period.
Oil and bottle duty: Deductible oil and bottle duty.
Electricity duty: Deductible electricity duty.
Natural gas and town gas duty: Deductible duty on natural gas and town gas.
Coal duty: Deductible coal duty.
CO2 duty: Deductible CO2 duty.
Water duty: Deductible water duty.
Total VAT: The final VAT statement for the period. A positive amount must be paid to the tax authority. A negative amount means the business is owed money.
This section contains EU boxes for use in EU trade.
Box A – goods: The value excluding VAT of goods purchases in other EU countries (EU acquisitions).
Box A – services: The value excluding VAT of service purchases in other EU countries.
Box B – goods (EU sales without VAT): The value of goods sales without VAT to other EU countries, reported as EU sales without VAT.
Box B – goods (non-VAT-registered customers): The value of e.g. installation and assembly, distance selling and new means of transport to non-VAT-registered customers without VAT to other EU countries, reported as EU sales without VAT.
Box B – services: The value of certain service sales without VAT to other EU countries, reported as EU sales without VAT.
Box C: The value of other goods and services supplied without duty here in the country, in other EU countries and in countries outside the EU.
If a report's state has not been updated in the list, you can select the relevant line and click Update at the top left. This fetches the latest status for the report from the tax authority and updates the State column.
The Update button is only active when a report is selected in the list, and the report is in a state that can be updated.
Click Accounting period at the top left to see your VAT calendar. The VAT calendar shows the registered VAT periods and payment deadlines that the system uses to automatically suggest the correct period when you start a new VAT report.
Valid from: The date from which the relevant reporting frequency applies.
Valid to: The date until which the relevant reporting frequency applies.
Reporting frequency: Shows the frequency at which VAT reporting is performed. Possible values include Monthly, Quarterly, Half-yearly and Annual.
For each VAT period, a table is shown with the following columns.
Deadline: Deadline for reporting the VAT to the tax authority.
Payment deadline: Latest date for payment of VAT owed.
Payment date: Date on which payment must be made.
Double-click a line in the list, or select the line and click the view icon at the top right, to open the detail view for the relevant report.
The detail view shows the same amount boxes as the report (see the section Report contents above) as well as the following additional information.
From date: The first date in the period.
To date: The last date in the period.
Transaction id: The tax authority system's unique id for the report.
Error message: Shown only for failed reports and describes the error.
If the report is approved by the tax authority and payment data is available, the section Payment data is shown with the following fields.
Amount to be paid: The amount the tax authority has determined for payment.
Payment date: Latest payment date.
FIK number: Payment details for use in the bank transfer.
Click Get receipt to download the payment receipt from the tax authority.
If you have any questions, you are welcome to contact support.
Want to know more?
Read more in these related articles:
VAT statement
This article reviews how to generate a VAT statement report in Sapera
VAT reporting - automatic
This article reviews how VAT reporting is performed automatically via the tax authority's API in Sapera
Report VAT (manually)
This article reviews how VAT is reported manually in Sapera.
