This article explains how to configure customers and their contact persons in the system to enable the distribution of tax reductions. It covers the required fields in the customer register, the Fastighetsägare designation for contact persons, and how to view and register utilized reduction amounts through the Tax Reduction dialog.

Settings for customers and customer contacts

To distribute tax reduction to one or more customer contacts, both the customer and their contact persons need to be set up correctly in the system. Here's what you need to know.

Basic information

In the basic information section of the customer register tab, you'll enter the details needed to apply for tax reduction for the relevant property. Make sure the following information is registered on the customer:

• Property designation

• Apartment number (if it concerns an apartment)

• The housing cooperative's organization number (if it is a housing cooperative apartment)

Advanced tab — note property designation, apartment number, and BRF org fields.

Contact persons

For a contact person to be able to receive tax reduction, they need to be marked as Fastighetsägare. This marking controls which contact persons appear under the invoice tab when you're distributing the amount:

• If the checkbox is selected, the contact person will be shown.

• If the checkbox is not selected, the contact person will be hidden.

Also make sure that the personal identification number is registered on the customer contact.

Contacts tab: note the Fastighetsägare checkbox and inactive contact toggle.

You can view information about the utilized reduction amount by clicking the "Visa Skattereduktion" button, which becomes active once you've selected a record.

Tax Reduction dialog — opened from Contacts tab; no reductions registered yet.

Here's what each field in the Tax Reduction dialog means:

• Tax year indicates which year the amount is registered to.

• Utilized reduction with another is filled in if the customer has already used part of their total amount with another company, or if you've previously invoiced the customer from a system other than NEXT. Records you add will automatically be placed in the relevant year.

• Utilized tax reduction cannot be edited manually — it will be updated by NEXT when the invoice is locked.

To add a new record, follow these steps:

1. Click "+"

2. Select the reduction type

3. Enter the amount under "Utilized reduction with another"

4. Click "Add"

Tax Reduction dialog where user selects reduction type and enters utilized amounts.