3524989 - Non deductible Tax Amounts considered in Tax Return Details.

A VAT Return for Germany is generated, however the Total Tax Payable (as example) amount differs from the amount in details list item.

Business byDesign

1. Go to Tax Management work center.
2. Go to VAT Returns view.
3. Open the reported VAT return.
4. Go to Tax Returns tab.
5. Here for e.g. for Formbox 66 (can be also a different Formbox).
6. Note down the amount.
7. Open the Details List.
8. Click Export -> To Microsoft Excel.
9. Open the exported Excel-File
10. Create Total for Tax Amounts Column.

You noticed that the Total Tax amount from the exported details list is different to the amount in Formbox 66.

This happens due to non-deductible items being considered in the run. The total tax amount you see in Tax Return tab is always aggregated one, it contains all calculated tax items regardless of whether the tax is deducted or not.

If you want to see the deductible amounts follow:

1. Open the return in Tax Return Tab.
2. Navigate to Details.
3. Go to personalisation mode and check the field Deductible Tax Amount.

This enables the field in the Details screen and added a new column "Deductible Tax Amount". Then you can export the list to Microsoft Excel, create the Totals and the Total of the Column "Deductible Tax Amount" is equal to Amount in Formbox 66 (in this example).

Germany; Tax Return; Tax Management; Deductible Tax Amount

KBA , SRD-FIN-TAX , Tax Management , Problem