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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: https://www.skatteverket.se/download/18.361dc8c15312eff6fd320ff/1478789803472/kontrolluppgifter--ranta-utdelning-mm-skv373-utgava30.pdf

Since you are able to 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.

In the transaction list there are two transactions that 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.

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 are able to 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.


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