Generation of tax form
Tax form information
Tax form buttons
Creation of TYVI data
Formation of TYVI data from annex forms 62, 18 and 8A
Copying the tax declaration
Printing the tax form
Deleting the tax return form or attachment
The program comes with tax forms 6B, 6A, 5, and 4 based on the Chart of Accounts of the Liikekirjuri. The annex forms 62, 18, and 8A do not have pre-made tax form templates, and the necessary information must be entered manually on the forms.
If you are using Liikekirjuri, you can go directly to create a new tax form. If you are using accounts that differ from Liikekirjuri, you must first define the tax form formulas according to the chart of accounts used. Read more about tax form formulas here.
Generation of tax form
A new tax form is created in the view Reports – Income Tax Reporting – Income Tax Returns, by clicking the New button.
Tax return year is selected based on the financial year-end. Based on the selected year, a tax return must be chosen. The available tax forms are pre-included with the software.
Alternative formulas - select Use defaults if using accounts according to Liikekirjuri. The formulas are used to retrieve amounts from accounting transactions for the tax form. However, if accounts that deviate from Liikekirjuri are used, it is necessary to create separate, replacement formulas for the tax form as needed. The formulas are established in the view Reports – Income Tax Reporting – Tax Form Formulas. You can read more about creating tax form formulas here.
Accounting period - Select the financial year from which the program gathers information for the tax form.
Identifier -field is where you write the desired identifier for the tax form.
Ok-button will start the creation of the tax form. Once the program has collected the data for the form, the tax form will appear on the screen.
Tax form information
Data for the tax form is retrieved from the accounting settings and accounting transactions. The information retrieved by the program can still be corrected on the form.
Data retrieved from settings
Name is retrieved from the General Settings tab of the accounting under Company Information. Start and end date of the financial year are fetched from the data of the selected financial year. The name and contact information of the person providing supplementary information for the tax declaration are taken from the General Settings tab of the accounting under Contacts, in the section Accountant.
Data retrieved using forms
Some of the information is fetched from accounting transactions using templates. For example, item 330 Revenue:
The amount displayed in blue at the bottom right of the section is a calculated amount derived from accounting transactions using a formula. This displayed amount will not be printed on the final form. The amounts to be printed on the form can be updated using the Update values in all fields function or manually if necessary.
By clicking the code (e.g. 330), you can see if the sum has been calculated using the program's built-in default formula or if the sum is based on the accounting office's own formula. At the same time, you can see what that formula is:
If necessary, you can edit your own template by clicking on it. The default template that comes with the program cannot be modified. More information about editing the template is available here.
Amount fields on the tax form
The fields shown in light blue on the tax form are known as sum fields. The program calculates the totals for the preceding fields in the sum fields. The user cannot change the sum calculated by the program, as it is always based on the previous information.
Manually editable information
Some of the information on the tax form must always be completed manually. Such information includes, for example, shareholders:
Additionally, options related to the audit must be selected:
Tax form buttons
Saving the tax form is done using the Save button at the bottom. The tax form is saved with the current data. The form can be modified later if necessary. Changes must always be saved again using the Save button. The program automatically saves whenever other action buttons of the tax form are used.
Updating calculated amounts
Update values in calculation fields – by clicking the button, the program will recalculate the calculation sums on the form. For example, if formulas have been changed or accounting entries have been corrected, this function allows for the updated calculation data. Note! this function does not update the actual sums printed on the form.
Retrieving data back into the form fields
Update values in all fields – when this button is pressed, the program retrieves new data for all fields from the settings or accounting transactions. If the data is also edited manually, the updated information will be reflected with that button. Note! This function also updates calculated totals in the actual Sum fields, which are printed on the form. We recommend performing this action first on the tax form.
Verification of data accuracy
Check Information function goes through all the fields of the form and verifies the correctness of the data as well as checks if all mandatory information has been provided. Missing/incorrect information is displayed at the top of the view:
Additionally, the items to be checked on the form are marked in red:
If no errors are found on the form, the program will provide a notification:
Check Information function also saves the tax form.
Creation of TYVI data
When all mandatory and provided information is correct, the TYVI data will be generated from the form. Clicking the Generate TYVI Data button will prompt to save (or open) the TYVI data. If there are deficiencies or errors in the information, a notification will appear at the top of the view, just like in the Check Information function.
The file can be sent from the Tax Administration's Ilmoitin.fi service.
Generate TYVI data function also saves the tax form.
Creating TYVI data from annex forms 62, 18 and 8A
It is not possible to create TYVI data from just the annex form, as the Ilmoitin.fi service cannot send TYVI data consisting solely of the annex form. A combined TYVI data must be made from the main form and its related annex form. This is done as follows:
- Prepare both the main form and the attachment form, check the form using the Check Details button.
- Select both forms and click the Generate Base Data button at the top:
The program is still performing a check of the forms at this stage, and the creation of the root data cannot be completed if there are any errors or omissions in either of the forms.
3. Save the root file to your desired location and send it forward, for example, through the Ilmoitin.fi service.
Copying the tax declaration
It is possible to copy a tax declaration to another year, for example, to the tax declaration for the previous year. This function copies the values of all fields from the selected form to the form of the selected year, assuming that the same field exists on both years' forms. At this point, values from the accounting are not updated, nor are any changes made; the information is copied as it was on the previous declaration. The values obtained from the accounting can be updated by pressing the "Update values in all fields" button. This function is particularly useful if attachment forms are sent with minimal changes or if the main form contains a lot of unchanged information that cannot be retrieved automatically from the accounting exports.
When using the function, care must be taken that no incorrect values or data from the previous year remain on the declaration. All fields in the form must be thoroughly checked before submitting the tax declaration.
Printing the tax form
Print button generates the tax form as a PDF, which can then be printed on paper.
Deleting a tax return form or attachment
If a line of the income tax return or an attached file is removed from the accounting side, the corresponding notification or attachment must also be removed from the Archive side.