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The [Year Overview] dialogue is an overview containing the preliminary declaration periods as well as the annual declaration period. This dialogue is very similar to the Month overview dialogue. Which companies are displayed in this dialogue can be found in the introduction to the month overview. The navigation through the companies is also explained there. 

The decisive difference to the month overview is that the year overview gives an overview of the whole year. For the sake of the overview, only the milestone of the declaration per declaration and period is shown.

These milestones indicate how far the declaration for the respective period and company has already been processed. If the number [0] is in the milestone symbol, this means that it is the first report. If a [1] is shown, it is the first correction report. A detailed explanation of the milestones can be found under Month overview#VATReturn

Functions

Depending on the status of the respective declaration, further functions or displays can be shown next to the milestone.

RFUMSV00 not imported

A white file symbol with a red cross next to a closed declaration (green milestone) indicates that this declaration is closed, but an import of the RFUMSV00 has not taken place, although it is configured. The values of this declaration have either been entered manually, otherwise it is probably a 0-message. This symbol should always make the user sit up and take notice.

Transmission of the declaration

An envelope with a green arrow appears next to the milestone of the representative VAT group members and standalones when their declaration is closed (green milestone). This symbol can be clicked on and directs the user to the dialogue [Send declaration] of the corresponding company.

Correction of a declaration

If the status of a declaration is sent (blue milestone) or paid (purple milestone), a yellow plus symbol appears next to the milestone. This symbol appears only for individual declarations. In rows representing cumulative declarations, this option is not available. This symbol can be used to create a correction for this declaration. A confirmation prompt is displayed, as this step cannot be undone.

When a correction is created, the counter in the milestone is increased and the status is set to in process (yellow milestone). This happens not only for the company itself that is corrected, but also for the higher-level cumulative declarations that were set to sent up to this point. The other companies remain in the sent status. If several individual declarations have to be corrected together, corrections must also be created for the other declarations. However, the milestone of higher-level declarations is only increased once. The milestone is not increased again until the declaration has been sent and corrected again.

If a correction has been created, the complete previous declaration is copied into the correction declaration. The correction declaration of the corresponding company can now be processed. The status of the original declaration can still be viewed after adjustments have been made. When processing a correction, the changes to the previous declaration should be added manually. The process for creating and sending the declaration does not deviate otherwise from the normal process in the case of a correction.

If a correction has been sent, the amount by which the amount to be paid to the tax office (or the refund) has changed compared to the previous declaration is displayed next to the milestone of the representative VAT group member or the standalone company.

When creating a correction of a preliminary return if the corresponding annual return is already being or has been processed, there is an extended warning before the correction is actually created.

• If the annual return has already been created and processed, but not yet submitted, there is a warning that after the correction of the preliminary return, the transfer of the preliminary return values to the annual return must be triggered again.
• If the correction of a preliminary return is to be created although the corresponding annual return has already been transmitted, there is an extended warning message as to whether the correction of the preliminary return should really be created. In this case, usually only the annual return must be corrected.