This guide covers the handling of income tax returns in Netvisor, the use of tax forms, copying, form submission, and possible exceptional situations.

 CONTENT

You can access the income tax reporting view via the path Financial management > Company obligations > Income tax returns.

Netvisor only supports electronic income tax reporting. If you need a paper printout, you can find instructions for printing the income tax return here Printing the income tax form.

General

In income tax reporting, the main form according to the company type and mandatory and optional attachment forms are filled out. Attachments from the fiscal year archive can also be added to the report. All added attachments must be found in the fiscal year archive. The tax form is sent using the company's certificate.

The information sent with the tax return can be checked from the link "Information sent with the tax return" in the upper right corner. Basic information is retrieved from the reported company's own basic information, and contact information is retrieved from the user's own basic information.

The link "Formula management" on the front page compiles all formulas related to one form, which can be accessed by clicking the "Formula management" link.

Handling and removal of tax forms

From the "Income tax reporting" section, a view opens where the tax forms of the most recent closed fiscal year of the active company are listed. If the form is not ready in the view, the forms used by the company can be picked up with the "Add tax forms" function. The forms correspond to the paper forms used by the tax authority, whose pdf versions can be found on the tax administration's online service.

If a form is intended to be removed, this can also be done with the "Add tax forms" function. The form is removed by selecting the form to be removed from the list and then pressing the "Remove form" button.

The button "Initialize values from accounting for selected forms" on the front page calculates the values for the form from accounting according to the formulas of the form fields.

Fiscal year to be reported

By default, the most recent closed fiscal year for which the tax return has not yet been sent is presented. Income tax returns can only be made for closed fiscal years. 

The fiscal year to be reported can be changed by clicking the name of the period. Netvisor opens the forms for the fiscal year ending year. The forms for new tax years are automatically available once the tax authority has published any changes to the forms. If the forms for the new period have not been published, the user is notified. The form can be processed by clicking its name.

Fields of tax forms

In the form view, the field numbers act as links to formulas, based on which pre-filled information can be retrieved from accounting for the form. This is done with the button "Update form values from formulas" at the end of the form. From the opened form, you can drill down into the formula by clicking the field number. The link "Formula management" on the front page opens all formulas at once.

Default formulas are found on main forms 6A, 6B, and 5, for other forms the user can build the formulas themselves if desired.
Dates in date fields should be entered in the format DDMMYYYY (without dots).

Formula management
A new formula is created in the management view (formula management or drilled down from the form number field), where the user defines a calculation formula for the selected field by picking the desired accounts or account groups.

  • The row type and value/basis are defined for the row
  • By changing the row order number, the row can be moved in the formula
  • The next row number is given during saving if it has not been entered

If existing formulas are edited, no calculation operation (+, -, *, /) should be left as the last part of the formula, otherwise the formula will not work. However, the formula can end with a closing parenthesis ")". Once the formula is saved, its value can be calculated with the button Calculate tax code value.

The formula behind the field can be removed from the tax form using the function "Remove formula" under the field. In this case, the formula is removed from behind the field, and a value can be entered manually into the individual field. If the formula has been removed, it can be added again if necessary by clicking the field's number code or in the Formula management view.

Copying of tax forms

At the bottom of the Formula management view, you will find the functions for copying tax forms. In the copying function, you can select the desired specific formulas or all formulas to be copied.

Copying formulas to another company

The button "pick selected identifiers to be copied to another company" opens a company list from which the target companies are selected, to whose forms the desired formulas are copied. "Copy formulas" copies the desired formulas. The function replaces the previous formulas in the environment. Copying requires that the user has the accountant's KP role and all rights to the Accounting section.

Copying selected values or selected formulas from the previous period

In the same environment, it is possible to copy information from the previous period's form. From the previous period, it is possible to copy the values of the desired fields with the function "Copy values from the previous fiscal year to selected tax codes" or the formulas of the desired tax fields with the function "Copy selected tax code formulas from the previous year's form".

If values or fields have been copied from the attachment form from the previous period and some fields are removed in the new period, all fields and values below the removed row will be removed. Field editing is possible, and editing preserves the rows.

Attachments

Attachments for the income tax return can be selected from the files in the fiscal year archive, where they must be uploaded before attaching. The type of attachment is selected from the tax authority's list. For customers using the 6B main tax form (limited companies and cooperatives), the Tax Administration forwards the financial statement information received for taxation to the Patent and Registration Office. Housing companies and mutual real estate companies are not required to register their financial statements, so their information is not forwarded by the Tax Administration for any attachment type. However, always check the most up-to-date information from the Tax Authority's guidelines. With the option "only for tax", the tax authority does not forward the form of limited companies and cooperatives further.

If a suitable attachment is not found, the type can be selected as other attachment. The tax authority has instructed the following regarding the type Other attachment: Other attachment is an attachment for which there is no reserved attachment type in this list. Other attachment must not contain Tax Administration forms (e.g., periodic tax return or form 62). With a freely chosen name, the customer describes the content of the document and distinguishes it from other possible other attachments.

It is not possible to send only an attachment from Netvisor; the submission must always include the main form.

Form status and submission

Form status

When the form is saved, its status is updated to incomplete. When the form is fully filled out, it is saved to the status "ready". The status can also be changed in the form listing view with the button Change the status of selected forms. Only forms in the "ready" status can be checked and processed in the submission function. If the form status is "Incomplete" and the form is attempted to be sent, the submission will result in an error.

Sending the tax return

The submission of the tax return package from Netvisor is done with the Tax Authority's certificate. Once the certificate has been activated in the company from the front page widget and the submission package is ready, the user selects the forms to be sent and then presses "Send material". The Send material button is grayed out if the company has not activated the Tax Authority's certificate. Read more about the certificate: Tax Authority's certificate.
In the submission function, the content of the forms to be sent is first checked, and feedback is received from this. If no errors are found in the check, the actual submission can be performed. Finally, a confirmation of successful submission is received.

The user must ensure that the main form (e.g., 6B) is included in every submission. Attachment forms and attachments cannot be sent without the main form. If a resubmission needs to be made, the last sent materials replace the previous ones. The form is sent from Netvisor to the tax authority immediately at the same time it is sent, but it usually takes 2-3 business days for it to appear on the tax authority's side in MyTax. 

The Create and download button creates the tax return material as a zip file, allowing the report to be sent to the tax authority through another method, for example. The income tax return can be marked as sent with the function "Mark as sent" if the report is for example made through another method. The Mark as sent function does not send the report to the tax authority.

Completing and resubmitting the tax return
The information and attachments of the tax return can be completed by opening the sent tax form and editing it as needed and saving it again. New attachments can also be added to the fiscal year archive if necessary and attached from there to the submission package. The archive also stores the forms to be resubmitted. The submission package always includes forms in the "ready" status and all attachments.

Archiving

The sent tax return package and related attachment links are archived and can be viewed in the submission log of the Income tax reporting view.

Exceptional situations and restrictions

  • Some forms have ready-made formulas, and some forms allow the user to build the formulas themselves if desired. For example, form 4 does not have ready-made formulas, as form 4 is used by mutual real estate companies and housing companies, and they have different account charts. It is not possible to bring the correct information to the correct place by default on the income tax form, as, for example, the information to be retrieved for a certain point is a different numbered account on one account list than on another account list.
  • New tax year forms are published after the tax administration has announced any changes to the form set and the material is received in electronic form for processing.
  • It is the user's responsibility to correct errors found during the check performed during submission

Functions of the income tax return form

Navigation

When filling out the form, moving to the next field is done with the tab key (above the Caps Lock key).

Sum fields
When moving as described above, any possible totals, in which the last entered field is included, are also updated. Sum fields are marked with a darker background color than other fields, and their values cannot be directly changed, but they are always calculated from other fields on the same form. When clicking the sum field with the mouse, the fields calculated for it are shown with a green background color.

At the bottom of the tax form, you will find the form functions. Note! Always save the form before exiting the form view if you want to keep the changes you made to the form!

Back to form listing
Exits the form without saving. This way you can ensure that you do not accidentally change the information.

Save form
If the form is incomplete and you want to continue filling it out later, you can exit the form with this button.

Save form and mark as ready
When the form is ready to be sent, you can save and mark it as ready using this button.

Save and continue editing
Interim saving can be done with this button, returning to the form view after saving.

Save and update form values from formulas
This button calculates values from accounting for all fields with an active formula. Calculated values replace previously saved values in the fields.

Save and check form
The form is checked for possible errors. Errors are reported at the top of the tax form.

FAQ

How can I add multiple shareholders to the income tax return?

After adding one shareholder, the income tax return must be saved in between, after which an empty field is activated on the form for adding the next shareholder.

Can shareholder information be copied from last year's form if there are multiple individuals?

Yes. For the first year's form, these must be done manually, but then formula copying can be used as an aid. Go to the formula management section of the new fiscal year's form. Select the tax codes entered by the user and list the tax codes. Select fields 701 Shareholder's name and 703 Personal or business ID fields and from the bottom copy values from the previous fiscal year to selected tax codes.


Can I send only attachments to the tax authority?

Sending only attachments from Netvisor is not possible. Attachments always require the main form.

Why is the submission not successful?

The submission of a form in the Incomplete status is not successful. If the submission results in an error, it is advisable to first check that the income tax form is marked as ready.

Why does Tax Form 6B not consider any deductions, i.e., field 365 in deductible expenses total (field 397)

Fields 365 and 367 have been left without formulas because they involve deductible portions. The user is expected to take a stance on this before submission. When a value (or formula) is manually entered here, the form must then be saved and recalculated, or the individual formula must be recalculated to update the correct value. 


Keywords: income tax return, sending the income tax return, attachments of the income tax return, copying tax forms, formulas, formula management



This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.


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