The system allows you to calculate and keep track of the used tax reduction for a customer. This is based on having customer contacts with personal identification numbers (personnummer) registered for the relevant customer.

Watch a short video on how to create invoices with tax reduction. If you prefer a text guide, it is available further down on the page.

Background Settings:

1. In the customer registry's Basic Information tab, mark the customer with the customer type "Privatperson" (Private person).

   

2. In the Contacts tab, enter the personal identification number (personnummer) and select the option "Fastighetsägare" (Property owner).

3. In the Advanced tab, enter "Fastighetsbeteckning" or "Lägenhetsnummer" and "Brf organisationsnummer" (Property designation or Apartment number and Housing association organization number).

Note: Hours and materials reported that should be the basis for tax reduction must be marked with an account in the Next Project chart of accounts that is labeled as "Arbete" (Work) and "Material."

Create Invoice with Tax Reduction

When creating the invoice base, specify the Tax Reduction Type and Type of Work.

Once the invoice base is created, the distribution is done in the Tax Reduction sub-tab. The base is presented on the left, and the distribution is done on the right.

If, for example, there is a missing person to allocate the amount to, you can correct it using the "Manage Contacts" icon. When a person is added or removed, the amount needs to be redistributed. The remaining amount to be allocated should be zero. Save.