The Danish Tax Report is available via Financial > Tax File
More information about the file format can be found here
A demonstration video can be found here: Danish Tax Report
The configuration for the tax file can be found at Financial > Tax File > Settings
General configuration of the tax file includes details of your organisation.
The CVR number of your organisation.
Name of sender
The name of your organisation to be included in the report.
Last file number submitted
The last number of the file submitted to the tax authority, leave this untouched.
Constituent type(s) to include
Select multiple constituent types which you would like to be included in the report.
Setting up your products
Whether the product provides Common or Continuous relief.
Non-tax deductable amount
This is the amount of the transaction which is NOT tax deductable.
The calculation method used for the tax deductable amount.
For example, let's assume there are 3 separate payments of 50DKK and a non-tax deductable amount of 10DKK.
Per product will result in
(50 - 10) + (50 - 10) + (50 - 10) = 120DKK
Cumulative will result in
50 + 50 + 50 - 10 = 140DKK
Ensuring CPR numbers are valid
The tax report will only include transactions belonging to constituents who have a valid CPR number (National ID Number).
The rules which determine if a CPR is valid are:
If a constituent is NOT a group (I.E is an individual)
- Number begins with a valid date.
- Number passes mod 11 checks.
- Has a length of 10 characters.
If a constituent is a group (I.E an organisation)
- Has a length of 8 characters.
The CPR check is run before the tax file is generated, but it is also possible to run it at any time using a manual trigger.
Tags are added to the constituent after the check is run with a value of CPR Valid or CPR Invalid.
These tags can now be used to create lists to find all constituents who have a valid or invalid CPR number.
Generating the tax file
Multiple tax files can be generated for the same year.
Each subsequent generation of the tax file takes into account all of the previous tax files from that year, making corrections to any changes in data and outputs these only. Therefore it is important to submit ALL of the tax files generated.
To generate a tax file you should select the year required
Then click Build Report.
Once the report has finished generating your files they will be available to download on the same page. The files are separated into groups and non-group constituents, with a maximum of 25,000 rows in each file.
It is highly recommended to verify the contents of the tax files BEFORE submitting them.
It is possible to delete all of the tax files and start the generation again IF they have not already been submitted.
Note: Tax files should be opened or edited in a simple text editor such as Notepad to preserve the format of the data.
Once the tax file has been submitted you should add the receipt provided to each of the files. This helps to keep track of the files and stops already submitted files being deleted.
Once you have completed generating the tax files you can add an activity to the constituents who are part of the tax file.
Each constituent will get 2 activities added to their timeline for each tax file year.
One activity is for the common relief, and the second is for the continuous relief.
There are several fields for the activity which can be configured to show on the constituent timeline.
In Settings > Configuration > Activities > FRADRAG