finances – analyzing balance lists & advance turnover tax returns
ConnectOS’ finances module not only offers the option to enter the facts of given situations to the books, it also offers the opportunity to retrieve and analyze these entries. In addition to that you only have to click one single button to send the analyzed data to the tax office already saved in the right file format.
subtitles for this video will be available soon
finances – analyzing balance lists & advance turnover tax returns
ConnectOS’ finances module not only offers the option to enter the facts of given situations to the books, it also offers the opportunity to retrieve and analyze these entries. In addition to that you only have to click one single button to send the analyzed data to the tax office already saved in the right file format.
subtitles for this video will be available soon
finances – analyzing balance lists & advance turnover tax returns
ConnectOS’ finances module not only offers the option to enter the facts of given situations to the books, it also offers the opportunity to retrieve and analyze these entries. In addition to that you only have to click one single button to send the analyzed data to the tax office already saved in the right file format.
subtitles for this video will be available soon
1.
1. evaluation options and retrieving a balance list
In order to analyze and sort already existing book entries open finances > evaluation in the left menu bar. Then you can choose between advance VAT return, recapitulative statement, VAT reconciliation report and balance list. In order to retrieve a balance list choose said evaluation method and set the following options. The first thing that has to be defined is the economy year and eventually the quarter. The second thing that needs to be set is the timeframe of the entries that should be evaluated.– most of the time it’s a month. If all the options are set, the balance list can be retrieved by clicking DOWNLOAD. In the downloaded PDF you have insight in all accounts that have been added to the books during the chosen timeframe. Additionally it can be seen at one glance whether profit was made or lost.
2.
2. retrieving a VAT reconciliation report
In order to retrieve a VAT reconciliation report choose said evaluation method and set the following options. The options that have to be set are the economy year, the quarter, the month and the timeframe of the entries that should be evaluated. After that the document can be generated and retrieved by clicking DOWNLOAD. In the downloaded PDF you have insight into all the situations that are entered in the books that are subject to the value-added tax. In addition to that you have insight into the tax payable and possible discrepancies in the VAT.
3.
3. Abrufen einer UVA in verschiedenen Dateiformaten
In order to retrieve an advanced VAT return choose said evaluation method and set the following options. The options that have to be set are the economy year, the quarter, the month and the timeframe of the entries that should be evaluated. In case of the advanced VAT return you have the option to select the file format it should be downloaded as. If you choose the PDF option and click DOWNLOAD the advanced VAT return will be retrieved in the selected file format. You have insight into the tax numbers, the tax office, the selected timeframe and the data that was set when the entries were created. Of course the tax payable as well as the credit note is listed at the end of the document.
In order to send the advanced VAT return to the tax office without any complication, choose the XML file option and hit DOWNLOAD. Now the created XML file can be submitted via FinanzOnline.
1.
1. evaluation options and retrieving a balance list
In order to analyze and sort already existing book entries open finances > evaluation in the left menu bar. There you can choose between advance VAT return, recapitulative statement, VAT reconciliation report and balance list. In order to retrieve a balance list choose said evaluation method and set the following options. The first thing that has to be defined is the economy year and eventually the quarter. The second thing that needs to be set is the the timeframe, mostly a month, of the entries that should be evaluated. If all the options are set, the balance list can be retrieved by clicking DOWNLOAD. In the downloaded PDF you have insight in all accounts that have been added to the books in during the chosen timeframe. Additionally it can be seen at one glance wether profit was made or lost.
2.
2. retrieving a VAT reconciliation report
In order to retrieve a VAT reconciliation report choose said evaluation method and set the following options. The options that have to be set are the economy year, the quarter, the month and the timeframe of the entries that should be evaluated. After that the document can be generated and retrieved by clicking DOWNLOAD. In the downloaded PDF you have insight into all the situations that are entered in the books that are subject to the value-added tax. In addition to that you have insight into the tax payable and possible discrepancies in the VAT.
3.
3. Abrufen einer UVA in verschiedenen Dateiformaten
In order to retrieve an advanced VAT return choose said evaluation method and set the following options. The options that have to be set are the economy year, the quarter, the month and the timeframe of the entries that should be evaluated. In case of the advanced VAT return you have the option to select the file format it should be downloaded as. If you choose the PDF option and click DOWNLOAD the advanced VAT return will be retrieved in the selected file format. You have insight into the tax numbers, the tax office, the selected timeframe and the data that was set when the entries were created. Of course the tax payable as well as the credit note is listed at the end of the document.
In order to send the advanced VAT return to the tax office without any complication, choose the XML file option and hit DOWNLOAD. Now the created XML file can be submitted via FinanzOnline.
1. evaluation options and retrieving a balance list
In order to analyze and sort already existing book entries open finances > evaluation in the left menu bar. There you can choose between advance VAT return, recapitulative statement, VAT reconciliation report and balance list. In order to retrieve a balance list choose said evaluation method and set the following options. The first thing that has to be defined is the economy year and eventually the quarter. The second thing that needs to be set is the the timeframe, mostly a month, of the entries that should be evaluated. If all the options are set, the balance list can be retrieved by clicking DOWNLOAD. In the downloaded PDF you have insight in all accounts that have been added to the books in during the chosen timeframe. Additionally it can be seen at one glance wether profit was made or lost.
1.
2.
2. retrieving a VAT reconciliation report
In order to retrieve a VAT reconciliation report choose said evaluation method and set the following options. The options that have to be set are the economy year, the quarter, the month and the timeframe of the entries that should be evaluated. After that the document can be generated and retrieved by clicking DOWNLOAD. In the downloaded PDF you have insight into all the situations that are entered in the books that are subject to the value-added tax. In addition to that you have insight into the tax payable and possible discrepancies in the VAT.
3. Abrufen einer UVA in verschiedenen Dateiformaten
In order to retrieve an advanced VAT return choose said evaluation method and set the following options. The options that have to be set are the economy year, the quarter, the month and the timeframe of the entries that should be evaluated. In case of the advanced VAT return you have the option to select the file format it should be downloaded as. If you choose the PDF option and click DOWNLOAD the advanced VAT return will be retrieved in the selected file format. You have insight into the tax numbers, the tax office, the selected timeframe and the data that was set when the entries were created. Of course the tax payable as well as the credit note is listed at the end of the document.
In order to send the advanced VAT return to the tax office without any complication, choose the XML file option and hit DOWNLOAD. Now the created XML file can be submitted via FinanzOnline.
3.