...

...

The [Yearly statusYear Overview] dialogue is an annual overview that contains monthly VAT return overview containing the preliminary declaration periods as well as the annual VAT return periods. It is available only for the representative VAT group member. At the top of the overview dialogue you can select the period and company. The [Company] dropdown contains only representative VAT group members and the group of all standalone companies. The monthly VAT return status of every company is represented in the tabular view by the coloured symbols per month. It indicates the current status of the VAT return in the selected period. If there is a [0] in the milestone symbol, the VAT return has not been corrected. If there is a [1], the company creates the first corrected VAT return.Image Removed

This [Arrow Image Removed] button beside the company name can be used to open the [Status] dialogue. If you click on the [ArrowImage Removed] button beside the period, the corresponding column in the table is highlighted and the selected period appears in the [Applies to period] dropdown.

If the individual VAT return is still being processed, the milestone is displayed in [YellowImage Removed]. If the milestone of the company is to be closed, click on this [MilestoneImage Removed]. The status changes to [Green Image Removed]. 
If, within a column (period), all the companies of the VAT group are closed [Image Removed], a [Send signImage Removed] appears, in addition to the green milestone of the representative VAT group member. This sign can be used to send the VAT return to the tax office. The view automatically changes to the [Send VAT return] dialogue. 
If the milestone of a company is already finalised and marked [GreenImage Removed], the company can be opened again by clicking on this [MilestoneImage Removed] and the status changes again to [In workImage Removed]. 
Once the VAT return is sent to the tax office, it cannot be changed anymore. However, a correction VAT return can be created and then sent to the tax office. In the case of the correction VAT return, the milestone is marked with a number [Image Removed] which represents the number of corrections. 
If there are empty VAT returns, they can be closed via the grey [MilestoneImage Removed].

VAT return correction 

To create a corrected VAT return use the [plus signImage Removed]. A confirmation prompt pops up asking the user whether a correction VAT should really be created, since once created the action cannot be cancelled. 

...

If the correction is made in a company, the number of the milestone increases (for example, a blue zero becomes a yellow one). At the same time, the [VAT return] dialogue is used to automatically duplicate the VAT return column and display a correction column. 

The values can be adjusted in the [Correction 1] column. Please add a meaningful description.

Image Removed

If a correction is made for a VAT group member, the milestone of the VAT group member and the milestone of the representative VAT group member increase. In addition, both milestones are set to [in process].After the VAT return has been finalised, the representative VAT group member or parent unit must also be finalised again so that the VAT group return can be sent. The difference between the tax to be declared and the correction is always displayed in the yearly VAT return.

 Image Removeddeclaration 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.