Choose entity to create a new mapping
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Make sure you have an entity connected to your account.
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Navigate to the **Entities** page
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Click the **Add return or + icon** button to add a new tax return to this entity
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Start by choosing the country to filter the available tax returns.
The return submission frequency determines the next and future reporting periods, with options ranging from weekly to yearly.
The first return date is the starting point for using this return. It can be backdated, and selecting the correct date is important since the system bases calculations on this.
The first submission deadline is when the return is due, and generate.TAX will help you track and manage these deadlines.
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Use the **Continue** button to map the tax codes.
Map tax returns - Cash Accounting
6
Go to the entities page and select the relevant VAT return to access the cash accounting mapping. This can be added when creating the mapping the first time or can also be edited later.
generate.TAX handles cash accounting on a per tax code level allowing the option to have a partial / hybrid cash accounting.
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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**.
Click the "+" sign to begin mapping the cash accounting applicable to the relevant VAT boxes and rates as further detailed below.
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Once the cash accounting has been mapped to the applicable boxes and rates, click Save.
Map tax returns - Accruals
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Map the tax rates from the light blue boxes, with each box supporting multiple tax rates.
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All tax rates need to be mapped to a box or marked to be ignored to proceed. Click the **Mark Remaining as Out of Scope** button to move any remaining unmapped tax rates.
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On the right side, you can view which taxes were mapped to each box, while unmapped tax rates are shown as Ignore.
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Click on the **Save** button in order to save all the mapping.
Edit a tax return mapping
You cannot Edit a return with a submission in progress.
⚠️ Previously submitted returns will **NOT** be remapped once you edit the mapping.
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In the **Entities** page, click on a mapped return to edit that mapping.
