Release 1.7 - Tax Reporting Application

New report: KU20

KU20 is the reporting for credited or paid interest or income other than capital gains. Detailed information can be found here: https://www.skatteverket.se/download/18.569165a01749e7ae7892631/1603976889365/kontrolluppgifter--ranta-utdelning-mm-skv373-utgava34.pdf

This report includes the sum of credited or paid interest that has been made throughout the year. As far as settings go we have to set which transaction types and account types to use and then the tax application will sum up the amount of the interest transactions and the deducted tax connected to these transactions.

In the Tax Reporting Application, we will click on Get Excel for KU20.

Open

This will open the following dialog where we can select transaction types and account types.

Open

In the Excel file, the interest and reported tax deducted is in columns E and F.

When we upload the excel file to create the control report XML, it will look like this.

And the pdf file that was uploaded to the user in BFS looks like this.