The first step to use generate.TAX is to choose a country / tax return and to map the tax rates from the accounting software to each box in the return. \
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This is important to ensure that transactions are grouped correctly when displaying the reports.

Navigate to the **Connected Entities** page

Click the **Add a return to get started** link to open the mapping wizard

Click or type the name of the country to short list what tax returns are available for that country.

In this example we chose the Malta standard VAT return to enable the other fields.

Next select the first date when you plan to use this return -  this can be backdated and it's important to select the correct date as the system will carry out calculations based on this date.

Please enter the date when this return will be due so generate.TAX will then help you manage the return deadlines.

The return submission frequency is necessary to calculate the next and future reporting periods. Options include from weekly to yearly to cover all known options.

Use the **Continue** button to move to the next step in the wizard.

Step 2: Map tax returns - Cash Accounting

If you need to report your tax return on a 'cash basis', select those Tax Rates which need to be treated as ‘Cash Accounting’ in the mapping below. Any tax rates excluded from this box will be reported on an accruals basis.

⚠️ Ignore this section if reporting is on an **accruals basis**.

If you need to report your tax return on a 'cash basis', select those Tax Rates which need to be treated as ‘Cash Accounting’ in the mapping below. Any tax rates excluded from this box will be reported on an accruals basis.

You can use the **Add all rates to cash accounting** if all tax rates are on a cach accounting basis.

Map the tax rates from your accounting software (these have been downloaded and are available in the light yellow boxes) - each box supports multiple tax rates.\
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*Mouse over the steps below to see an example on how to map tax rates.*

Click "Taxable Goods/Services @ 5% [5.0%]"

Click "Taxable Goods/Services @ 18% [18.0%]"

Click "Taxable purchases for re-sale @ 18% [18.0%]"

Taxable purchases for re-sale @ 18% [18.0%]

Click "Taxable purchases for re-sale @ 5% [5.0%]"

Taxable purchases for re-sale @ 5% [5.0%]

Click "Exempt Purchases for re-sale [0.0%]"

Click "Services & Overheads @ 18% [18.0%]"

Click "Exempt with Credit/Exports [0.0%]"

Malta - Article 10 VAT Return (standard)
generate.TAX Inc.
hello - Malta - Article 10 VAT Return (standard)
test - Malta - VAT Recapitulative Statement
- Malta - Article 10 VAT Return (standard)
SAMPLE - Cyprus - Vat Return (standard)
ghello - Malta - VAT Recapitulative Statement
Load from a saved template
Load Template View all templates
Return Frequency Information

Please provide the start date and submission deadline of the first tax return you wish to generate for this company and the submission frequency - this will help us keep you informed of when subsequent submissions are approaching and due.

First return start date *
First submission deadline *
Return submission frequency *
Weekly
Fornightly
Monthly
Quarterly
Yearly
Bi-yearly
Quarterly
Cash Accounting (optional)
If you need to report your tax return on a 'cash basis', select those Tax Rates which need to be treated as ‘Cash Accounting’ in the mapping below. Any tax rates excluded from this box will be reported on an accruals basis.
 Click on the boxes to select and map the tax rates
Exempt IC Spply Gds & Srvcs - Cust. liable for Tax [0.0%]
Services & Overheads @ 7% [7.0%]
Services & Overheads @ 5% [5.0%]
Services & Overheads @ 18% [18.0%]
same name [7.0%]
same name [18.0%]
same name [0.0%]
Sales Tax on Imports [0.0%]
same name [DELETED] [0.0%]
IC Acquisition of Services from EU [0.0%]
IC Acquisition of Goods from EU [0.0%]
IC Acquisition of Goods for resale [0.0%]
IC Acquisition of Capital Goods from EU [0.0%]
Goods/Services Received-Place of Supply is Malta [0.0%]
Exempt with Credit/Exports [0.0%]
Exempt Purchases for re-sale [0.0%]
Capital Goods @ 18% [18.0%]
Services Received from EU-Purchaser liable for VAT [0.0%]
Supply Goods & Services outside Malta-EU & Non EU [0.0%]
Tax Exempt [0.0%]
Tax on Purchases [0.0%]
Tax on Sales [0.0%]
Taxable Goods/Services @ 18% [18.0%]
Taxable Goods/Services @ 5% [5.0%]
Taxable purchases for re-sale @ 5% [5.0%]
Taxable purchases for re-sale @ 18% [18.0%]
Taxable Services @ 7% [7.0%]
Add all rates to cash accounting


You may use the **Show unmapped tax rates** button to check which tax rates have not yet been mapped.

All tax rates need to be mapped to a **box** or marked to be **ignored** to proceed.

Any tax rates that should not feature in the VAT return are to be listed under the **Ignore** box **/** section as shown below:

Click the **Add all to out of scope** button to move any remaining tax rates in the ignore box

Once you have reviewed and mapped all the tax rates, you need to use the **Save Mapping** button

Generate

app.generate.tax

This guide explains how to map tax returns using generate.TAX software. Mapping the tax rates from your accounting software to each box in the tax return is essential for accurate reporting and grouping of transactions. The guide provides step-by-step instructions on how to choose a tax return, set dates, select cash or accrual accounting, map tax rates, review and save the mapping, and use templates for faster mapping. It also explains how to edit a mapping if needed. Following this guide will ensure efficient and accurate tax return mapping.

Mapping of tax returns

Step 1: Choose return

Step 2: Map tax returns - Cash Accounting

Step 2: Map tax returns - Accruals

Step 3: Map tax returns - Review & Save