KU32

KU32 is the reporting for sales of securities that are not options, funds, or futures except for funds that are classified as Foreign Specialty Funds. Detailed information can be found here: Lämna kontrolluppgifter | Skatteverket

Since you can create your own transaction types in BFS we cannot assume that you have used the default transaction type to reflect sales of instruments so you need to define the transaction types to include.

To illustrate this we have created a test user with an account called KU32 where we have conducted a few trades during the year.

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In the transaction list, two transactions represent sales, one for a stock called Swedish Stock 1 and one for a Foreign Specialty Fund called Fund 1. To double-check which transaction type has been used, we can click on the info-icon in front of the transaction.

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Here we see the transaction type called Default_Trade_Sell.

In the Tax Reporting Application, we will click on Get Excel for KU32.

This will open the following form.

In the form, we have selected the transaction type Default_Trade_Sell as the only transaction type to include. As for instrument types we have selected Shares, Mutual Funds (only funds that belong to the category called "SwedenTaxForeignSpecialtyFund" will be included, the same goes for ETF's if we select to include that instrument type. 

Instrument categories are described here: Instrument Categorization.

If we click on Fund 1 in BFS and then click Edit in the action menu and navigate to the third tab we will see the selected categorization.

The last setting is what account types to include. Since you can create your own account types in BFS we cannot assume that you have used the default account types so you need to select these. For example, you should not include the ISKAccount which is included in KU30.

Once we are happy with the settings we should click on Get Excel.

This action will download the Excel file for us.

The Excel file will contain the following columns that we can change as we wish (click on the image to maximize).

The fields mean the following.

If we for some reason are not happy with the contents of the tax report we can change this directly in the Excel sheet.

Now we are ready to create the tax report for KU32 and we do this by importing the Excel sheet.

The uploaded file will appear at the bottom of the page and we can also select if we would like to create PDF files for the customer of the KU's that we are reporting so that the customer can log on to BFS and download their KU's as verifications. For this example, we will generate the PDF files by checking the box for this and then click on Download tax report.

We will now receive a compressed zip file with the KU-reports that we generated.

The zip file contains an XML-file (the format that should be uploaded to the tax agency) for each KU report type.

For the example that we just created the XML fill look like this.

KU32

The information at the top of the XML file called "Avsandare" and "Uppgiftslämnare" is configured in the settings section for the reporting tool which was described here: Sweden

We can also navigate to the test user in BFS and make sure that the PDF file was created there.

By downloading the file we can see how it looks.

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