Editing and Finalizing the Declaration in Lucanet VAT

The Declaration workspace in Lucanet VAT (Value Added Tax) shows the preliminary VAT return of the chosen company. The declaration form contains all relevant fields of the declaration. VAT automatically enters the field values based on the imported ERP reports and the configured tax code mapping. You can also adjust values manually, create offsetting entries, and create corrections.

Depending on the configuration of the company in the master data, there are two basic ways of creating the declaration in VAT:

The Declaration workspace can be found under VAT | Value Added Tax | Declaration and is displayed as follows, for example:

The declaration form in VAT shows the preliminary VAT return with the following columns:

Rows without input fields are section headings or sum rows that are calculated automatically.

The small triangle icon in front of a field indicates that at least one tax code is mapped to this field.

If a field was changed in the current correction, it is highlighted in blue. Fields with a value other than 0,00 € get a thick border when the declaration is opened again.

In the declaration form in VAT, click the plus icon next to a field value to expand the individual entries and see which values with which tax codes flowed into the field.

The expanded view in VAT shows a table with all entries that contribute to the current field value:

The following actions are available next to each entry in the expanded field view in VAT:

Proceed as follows to add a manual entry to a field in VAT:

The new entry is displayed in the table, and VAT updates the field value automatically. You can add as many entries to a field as you like. You cannot delete entries – use an offsetting entry instead.

An offsetting entry corrects or reverses an existing entry in the declaration in VAT.

Proceed as follows to create an offsetting entry in VAT:

The Declaration workspace in VAT always shows only one correction of the declaration – by default the most recent one when you open it. Use a drop-down list to switch between the different corrections.

To compare two corrections directly with each other, switch to the Comparison view of corrections workspace. There you choose two corrections via drop-down lists and can optionally display only the fields with differences.

Click Finalise in the top right corner to close the declaration in VAT.

Depending on the configuration, the button can be grayed out if certain prerequisites are not yet met – for example, if the reconciliations have not yet been performed or if mandatory reconciliations have errors. In this case, VAT displays the reason above the declaration form.

If a company in VAT is configured without tax code mapping, you enter the declaration values directly in the input fields of the form. In this case, the plus icon next to the fields is not present.

If there is a direct relationship between a base field and a tax field and a clear tax rate applies, VAT calculates the corresponding field automatically. For adjustments, you overwrite the existing values in the fields.

Via the paper clip icon, you can also add a file with a comment to a field in this mode.

Not every company submits its declaration monthly. Depending on the country and sales, companies can also report quarterly or annually. For these companies, the following applies in VAT:

In addition to the general functions, the following functions are available in the context menu of the three-dot icon (⋮) in the top right corner of the Declaration workspace in VAT: