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rootTax Reporting

KU30 is the reporting for the Swedish Investment Savings Account (ISK) where the general value of the account should be reported. Detailed information can be found here: https://www.skatteverket.se/download/18.361dc8c15312eff6fd320ff/1478789803472/kontrolluppgifter--ranta-utdelning-mm-skv373-utgava30.pdf

The value for an ISK is calculated for each quarter and then multiplied with a certain interest rate (1.4 % for 2016).

Since you are able to create your own Account Types in BFS it is possible that you have created other account types to represent ISK accounts than our default account type and that is why you have to select which account types from BFS that should be interpreted as ISK accounts.

To illustrate how this works we have created a test user in BFS with an account called KU30 where we have created a few deposits and also a purchase of shares.

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In the Tax Reporting Tool we will now click on Get Excel for KU30.

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This will open a dialogue where we can make our settings.

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