Tax preview (technical)

A technical preview of all tax forms for any period and activity, without finalising anything.

Available in the plans: Business Pro

The Tax preview (technical) shows which values Kontelio's tax calculation produces from your postings for each form: VAT return, annual VAT return, EC sales list, Anlage EÜR and Anlage AVEÜR. It is a tool for checking, for example for your tax adviser. Nothing is stored, finalised or filed here; that is done in the individual returns such as VAT return (UStVA).

Show a preview

1. Choose the tab of the form at the top, for example VAT advance return.
2. Under Period choose month, quarter or year, then the Year and the month or quarter. The annual forms only have the year.
3. For Cash-basis income statement and Fixed-asset schedule, also choose the activity or All activities (side by side).
4. Click Refresh to recalculate with the latest postings.

The selection is part of the page address; you can bookmark a preview or share the link.

Read the preview

• The header names the form, the period with dates, accrual or cash accounting, for activities the tax number, the Rule set and the Source of the form catalogue.
• Each row shows the Kennzahl, the line on the form, the field and the Value. In VAT forms, tax base and tax appear as separate rows.
• By activity splits each value across your activities. VAT is still reported for the whole business.
• Calculated fields such as Kz 83 show their Formula.
• Clicking a value opens the accounts and journal lines behind it, down to the document.
• Classification errors and notices appear above the table, with the number of lines affected.

With All activities (side by side) the activities appear side by side with a column Total (information). Each activity files its own Anlage EÜR; the total is for information only. For the EC Sales List you see one row per customer (VAT ID) with L, S and total, for the Fixed-asset schedule the assets per group.

Good to know

• Users with the tax preview right see this page; it does not change any data.
• If the values differ from a finalised return, the postings have changed since. The return then shows Outdated, see VAT return (UStVA).