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

 Content

Open the income tax reporting view by selecting 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. Access to tax forms requires at least accountant rights + editing rights for income tax reporting in user permissions.  

General

Proceed in income tax reporting as follows:

  • Fill in the main form according to the company type.
  • Add the mandatory attachment forms.
  • Add optional attachment forms if needed.
  • Attach files from the financial period archive if needed. Make sure that all attachments have been uploaded to the financial period archive before attaching.
  • Send the tax form using the company's certificate.

Check the information sent with the tax return as follows:

  • Select the link "Information sent with the tax return" in the upper right corner of the form view.
  • Make use of the fact that basic data is retrieved from the reported company's own basic data.
  • Make use of the fact that contact information is retrieved from the user's own basic data.

 Use the "Formula management" link on the front page when you want to view all formulas related to one form in a single view. Open the formulas by clicking the "Formula management" link. 

Handling and removal of tax forms

Handle tax forms as follows:

  • Open the Income tax reporting view. You will see a list of the tax forms of the most recent closed financial period of the active company.
  • If the form is not on the list, add the forms used by the company with the "Add tax forms" function.
  • Make use of the fact that 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.

Remove a tax form as follows:

  • Open the "Add tax forms" function.
  • Select the form to be removed from the list.
  • Press the "Remove form" button.

Initialize form values from accounting as follows:

  • Use the "Initialize values from accounting for selected forms" button on the front page.
  • Let the system calculate the values for the form from accounting according to the formulas of the form fields.

Fiscal year to be reported

Note the following when selecting the financial period to be reported:

  • By default, Netvisor presents the most recent closed financial period for which the tax return has not yet been sent.
  • Prepare the income tax return only for closed financial periods.

Change the financial period to be reported as follows:

  • Select the desired financial period by clicking the name of the period.
  • Let Netvisor open the forms for the financial period ending year.
  • Make use of the fact that the forms for new tax years are automatically available once the tax authority has published any changes to the forms.
  • Note that if the forms for the new period have not been published, Netvisor will notify you of this.
  • Open the form for processing by clicking the name of the form.

Fields of tax forms

Use the fields and formulas in the form view as follows:

  • Click the field number to open the formula related to the field and retrieve pre-filled information from accounting to the form.
  • Update the form values from formulas with the "Update form values from formulas" button at the end of the form.
  • Drill down into an individual formula by opening the form and clicking the field number.
  • Open all formulas at once from the "Formula management" link on the front page.

 Use the default formulas as follows: 

  • Use the ready-made default formulas on main forms 6A, 6B, and 5.
  • Build the formulas for other forms yourself if needed.


Dates in date fields should be entered in the format DDMMYYYY (without dots).

Formula management
Create a new formula in the management view (Formula management or by drilling down from the form number field) as follows:

  • Select the field for which you want to define a calculation formula.
  • Pick the desired accounts or account groups into the formula.

  • Define the row type and value/basis for each row.
  • Change the row order number when you want to move the row in the formula.
  • Leave the next row number empty if you want it to be given automatically when saving.

 Edit existing formulas as follows: 

  • Make sure that no calculation operation (+, -, *, /) is left as the last part of the formula. Otherwise, the formula will not work.
  • The formula can end with a closing parenthesis ")".
  • Save the formula and calculate its value with the "Calculate tax code value" button.

 Remove the formula behind a field on the tax form as follows: 

  • Select the field whose formula you want to remove.
  • Use the "Remove formula" function under the field.
  • After this, enter a value manually into the field if you need a value in the field.
  • Add the formula again if needed by clicking the field's number code or in the Formula management view.

Copying of tax forms

Use the tax form copying functions at the bottom of the Formula management view as follows:

  • Select the formulas to be copied (specific formulas or all formulas).
  • Perform the copying for the formulas you have selected.

Copying formulas to another company

Copy formulas to another company as follows:

  • Press "pick selected identifiers to be copied to another company".
  • Select the target companies from the company list that opens, whose forms you want to copy the formulas to.
  • Press "Copy formulas" to copy the selected formulas.
  • Note that the function replaces the previous formulas in the environment.
  • Make sure that you have the accountant's KP role and all rights to the Accounting section so that you can perform the copying.

Copying selected values or selected formulas from the previous period

Copy information from the previous period's form in the same environment as follows:

  • Use the "Copy values from the previous financial period to selected tax codes" function when you want to copy the values of the desired fields from the previous period.
  • Use the "Copy selected tax code formulas from the previous year's form" function when you want to copy the formulas of the desired tax fields from the previous year.

 Note the following when copying attachment forms: 

  • If you copy values or fields from an attachment form from the previous period and remove some fields in the new period, all fields and values below the removed row will be removed.
  • Edit the fields if needed. Editing the fields preserves the rows.

Attachments

Attach files to the income tax return as follows:

  • First upload the attachments to the financial period archive.
  • Select files from the financial period archive as attachments to the income tax return.
  • Select the correct type for the attachment from the tax authority's list.

Please note that according to the Tax Administration's record description (section 3.1), attachment types are divided into two categories depending on whether they are forwarded to the Finnish Patent and Registration Office (PRH) or remain only with the tax authority. Read more about attachments to the electronic income tax return directly from the Tax Administration's record description. Note! Housing companies and mutual real estate companies are not obliged to register their financial statements, so the Tax Administration does not forward their information to the PRH for any attachment type.

Attachment types forwarded to the trade register (PRH)

These attachments are automatically forwarded by the Tax Administration to the trade register if they are marked as follows:

  • Vahvistettu tilinpaatos: the entire financial statements package as a single file.
  • Konsernitilinpaatos: confirmed consolidated financial statements
  • Tuloslaskelma
  • Tase
  • Tuloslaskelma_ja_tase
  • Tilintarkastuskertomus: separate auditors' report.
  • Yhtiokokouksen_ptkote: extract from the minutes containing the decision on the treatment of the result.
  • Tilintarkastuskertomus_ja_ptkote
  • Toimintakertomus
  • Tilinpaatoksen_liitetiedot
  • Rahoituslaskelma

Financial statement information delivered only to the Tax Administration

  • Tuloslaskelma ja tase vain Verolle
  • Lisäosingonjakopäätös vain Verolle
  • Tilinpäätös vain Verolle
  • Toiminnantarkastuskertomus
  • Pitkä tuloslaskelma (vain 6C-pääverolomaketta käyttäville)
  • Muu tilinpaatosasiakirja vain Verolle

Other attachment types (not forwarded to PRH)

Proceed as follows if a suitable attachment type is not found:

  • Select "Muu liite" (other attachment) as the attachment type.
  • Note the Tax Administration's instructions: "Muu liite" is an attachment for which there is no reserved attachment type in the list.
  • Do not add Tax Administration forms (e.g. periodic tax return or form 62) under the "Muu liite" type.
  • Describe the content of the document with a freely chosen name and distinguish it from other attachments.


Note the following regarding the sending of 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

Handle the form status as follows:

  • Save the form, after which its status is updated to "incomplete".
  • Mark the form as "ready" when the form has been fully filled out.
  • Change the form status also in the form listing view with the "Change the status of selected forms" button.
  • Make sure that the form is in the "ready" status if you want to check and process it in the submission function.
  • Note that if the form status is "In progress" and you try to send the form, the submission will result in an error.

Sending the tax return

Send the tax return package from Netvisor as follows:

  • Activate the Tax Authority's certificate in the company from the front page widget.
  • Make sure that the submission package to be sent is ready.
  • Select the forms to be sent.
  • Press "Send material".
  • Note that 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.

 Make use of the check in the submission function as follows: 

  • Let the system check the content of the forms to be sent before the actual submission.
  • Check the feedback received from the check.
  • Perform the actual submission if no errors are found in the check.
  • Save the acknowledgement of successful submission if needed.

 Take care of the content and schedules of the submission as follows: 

  • Make sure that the main form (e.g. 6B) is included in every submission.
  • Do not send attachment forms and attachments without the main form.
  • Note that in a resubmission, the last sent materials replace the previous ones.
  • Note that the form is sent from Netvisor to the tax authority immediately when it is sent.
  • Reserve 2–3 business days before the notification appears on the tax authority's side in MyTax.

 Note the special features of broken financial periods and late notifications: 

  • Note that the tax authority stores notifications given in the middle of the calendar year and loads them into the system only after the end of the calendar year, in mid-January.
  • Take into account that these notifications do not appear in the customer's MyTax before mid-January.
  • For late notifications, check from the company's tax decision when the taxation has ended.
  • Make use of the possibility to send the tax return through other electronic channels than MyTax until the last possible taxation end date (31 October).
  • Note that the tax authority considers the processing process according to the taxpayer-specific taxation end date.
  • Take into account that late notifications can go from Netvisor to the tax authority but appear in MyTax in a different section than those sent on time, if the taxpayer-specific taxation has already ended.
  • Find more information on the tax authority's website.

Completing and resubmitting the tax return
Complete the information and attachments of the tax return as follows:

  • Open the sent tax form.
  • Edit the form as needed.
  • Save the form again.
  • Add new attachments to the financial period archive if needed.
  • Attach the new attachments to the submission package.
  • Make use of the fact that the archive also stores the forms to be resubmitted.
  • Note that the submission package always includes forms in the "ready" status and all attachments.

 Use the "Create and download" button as follows: 

  • Press the "Create and download" button when you want to create the material for the tax return as a zip file.
  • Send the zip file to the tax authority through another channel if needed.

 Mark the income tax return as sent as follows: 

  • Use the "Mark as sent" function if the report has been made through another channel.
  • Note that the "Mark as sent" function does not send the report to the tax authority.

Archiving

 View archived tax returns as follows: 

  • Make use of the fact that the sent tax return package and related attachment links are archived automatically.
  • Open the submission log in the Income tax reporting view when you want to view archived notifications and attachments.

Exceptional situations and restrictions

  •  Note the readiness of formulas on different forms: 
    • Make use of ready-made formulas on those forms where they are available.
    • Build the formulas yourself for those forms where ready-made formulas are not available.
    • Note that, for example, form 4 does not have ready-made formulas, as form 4 is used by mutual real estate companies and housing companies, which have different account charts.
    • Take into account that it is not possible to bring the correct information to the correct place by default on the income tax form when the information to be retrieved for the same point is on a different numbered account in one specification of accounts than in another specification of accounts.
  •  Make use of the forms for new tax years only when: 
    • The Tax Administration has published any changes to the form set.
    • The material has been received in electronic form for processing.
  •  Take care yourself to correct errors found in the check performed during submission. 

Functions of the income tax return form

Navigation

Move between the fields of the form as follows:

  • Use the tab key (above the Caps Lock key) to move to the next field when filling out the form.

Sum fields
Use the sum fields as follows:

  • Move from field to field with the tab key, in which case the totals are automatically updated in those fields where the last entered field is included.
  • Identify the sum fields by their darker background color.
  • Do not try to change the values of the sum fields directly, as they are always calculated from other fields on the same form.
  • Click the sum field with the mouse if you want to see which fields are calculated into it. The calculated fields are shown with a green background color.

 Use the form functions at the bottom of the tax form. 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
Exit the form without saving when you want to make sure that you do not accidentally change the information.

Save form
Exit the form while saving when the form is incomplete and you want to continue filling it out later.

Save form and mark as ready
Save the form and mark it as ready when the form is ready to be sent.

Save and continue editing
Make an interim save with this button, in which case the form view remains open after saving.

Save and update form values from formulas
 Use this button when you want to calculate values from accounting for all fields that have an active formula. Note that the calculated values replace the values previously saved in the fields. 

 Save and check form
 Check the form for possible errors. View the error messages at the top of the tax form. 

FAQ

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

Add one shareholder at a time and save the income tax return after each addition. After this, 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, the shareholder information must be entered manually. After that, formula copying can be used as an aid. Go to the Formula management section of the new financial period'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 use the function "Copy values from the previous financial period to selected tax codes" at the bottom.


Can I send only attachments to the tax authority?

You cannot. 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 In progress status is not successful. If the submission results in an error, 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, save the form and recalculate the form or recalculate the individual formula so that the correct value is updated.

Frequently asked questions

How do I access the income tax reporting view in Netvisor?

Open the view by selecting Financial management > Company obligations > Income tax returns.

What rights do I need to handle income tax forms?

Make sure that you have at least accountant rights and editing rights for the income tax reporting section in user permissions.

How do I add and remove tax forms?

Add or remove forms in the Income tax reporting view with the "Add tax forms" function by selecting the desired forms and using the "Remove form" button to remove them.

How do I select the correct financial period for the tax return?

Use by default the most recent closed financial period for which the tax return has not been sent, or change the financial period by clicking the name of the period and processing the forms that open.

How do I use formulas on tax forms?

Click the field number to open the formula, use the "Update form values from formulas" button to calculate values from accounting, and manage formulas in the Formula management view.

How do I copy formulas to another company or from the previous period?

Use the tax form copying functions in the Formula management view by selecting the formulas to be copied and the target companies, or use the "Copy values from the previous financial period to selected tax codes" and "Copy selected tax code formulas from the previous year's form" functions.

How do I attach the financial statements and other attachments to the tax return?

Upload the attachments to the financial period archive, select them as attachments to the income tax return, and define the attachment type, for example "Vahvistettu tilinpaatos" (confirmed financial statements) for companies using form 6B (limited companies and cooperatives).

How do I make sure that the tax return submission is successful?

Mark the forms as "ready", activate the Tax Authority's certificate, select the forms to be sent, and use the "Send material" button. Correct any errors found in the check before submission.

What should I do if the tax return needs to be completed after submission?

Open the sent form, make the necessary changes, add new attachments to the financial period archive if needed, save, and send the notification again. Note that the latest submission replaces the previous ones.

Where can I find the sent tax returns and attachments?

View the sent tax return packages and related attachment links in the submission log in the Income tax reporting view.


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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