Create a new Tax Submission | Scribe

    Create a new Tax Submission

    Generate a new VAT Return

    1
    On the Entities screen, click on the entity **Name** which will direct you to the **Overview** page with all the tax returns and submissions for that entity.
    2
    Click on the **Create Tax Submission** button next to the VAT return you want to generate.
    3
    On the right-hand side you need to choose the **reporting period** and the **reporting currency** for the VAT return.
    4
    Click **Generate** to generate the VAT return for the chosen period.
    5
    Once the report is generated, you can click the **Save VAT return** button.

    Approval process by setting the Reviewer and Client

    6
    There is an approval process and you can fill in the details in the **Process section**. The preparer is usually the user generating the report, the reviewer is a second user verifying the tax return.
    7
    The client would be the company you are generating this report for.
    8
    The Reviewer and Client fields are **optional**. Once you set them you can click on **Set as awaiting approval** button and the reviewer will receive an email notification about this.
    9
    The reviewer will have access to verify the report and after they can set the status whether this report is approved or not. Once the needed checks are done they can either click on the **Approve** button or click the 3 dots to select **Set as** **not approved**.
    10
    If this is approved, you can then **send this to the client for approval**. If no client approval is needed and the report has been submitted, you can choose the mark as submitted with authorities option from the 3 dots.
    11
    When sending this to the client for approval, you get a window on the right-hand side to enter a Subject and a Note.
    12
    Automatically a copy of the final version of the VAT return will be sent to the preparer and the reviewer when sending it to the client. You can remove these options before **Sending the note to the client**.
    13
    Once the client approves the report, you can **Lock the report as approved**. No further changes can be done to the report beyond this point.
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    generate.TAX does not directly submit values to the tax authorities. Instead, you will need to manually input these values on the respective online portal. To simplify this process, hover over the values in generate.TAX, use the **Copy** button, and then paste the data into the corresponding fields of the online VAT return form.
    14
    Once the vales have been copied and the return has been submitted, you need to click on the **Submitted with authorities** button so this won't show as pending on your portal.

    The Transactions tab

    15
    The first VAT Return tab shows all the values, output computed tax and totals that the remaining tabs are based upon.
    16
    The **Transactions** tab includes all transactions from the accounting software which need to feature in the VAT return. This list can be filtered and exported to carry out any investigations. You may open a transaction in the accounting software by clicking the logo next to the transaction.