If you have switched to us during the last year (i.e. if a previous provider submitted at least one quarterly return for you last year), we'll contact you directly and ask you for missing information using an online form in the client dashboard. Please use this article as a guideline to enter your data accurately and on time.
We will prepare the annual return according to the information you provide, therefore please enter your data in the online form until
29th March 2024, 23:59 (CET)
What information do we need from you?
Payment frequency in the previous year
Please enter your payment frequency in the previous year – i.e. the payment frequency for 2021 for the annual return for 2022. If there are changes to your payment frequency, this must also be declared in the annual return:
Credit from previous year
If there was a credit from the previous year - so from 2022 for the 2023 annual report - please select "Yes" for this question.
If there was a credit balance, we also need to know the exact amount and whether the credit balance has already been fully applied/accounted for in the quarterly reports in 2023. Usually, a credit is applied in the next due quarterly report and thus consumed.
1. Example for "Yes": There was a credit balance of 500€ from 2022 and this was completely used up in 2023.
Only if the regular tax liability in 2023 was lower than the existing credit from 2022 could there still be a residual credit from the previous year in exceptional cases.
2. Example for "Yes": From 2022, there was a credit balance of 500€ and in 2023, only 300€ of this credit balance was applied (leaving a credit balance of 200€).
Differing payments
In the next overview, please enter whether your VAT payments for 2023 correspond exactly to the values reported.
IMPORTANT: VAT payments that differ from the VAT value in your VAT return due to added penalties must be entered without these penalties as in the example for "Yes" (In Italy penalties are automatically added in case of retrospective filings to avoid further penalties).
Example for "Yes": 1.000€ were declared, and you paid exactly 1.000€.
IMPORTANT: The amount asked for here is the one of the whole year 2023, so it also has to include periods we filed for you. Please enter the allover sum of VAT paid in 2023 here.
1. Example for "No": 1.000€ were declared, and you only paid 500€ (i.e. not enough).
IMPORTANT: The amount asked for here is the one of the whole year 2023, so it also has to include periods we filed for you. Please enter the allover sum of VAT paid in 2023 here.
2. Example for "No": 1.000€ VAT were declared, and you paid 1.500€ VAT (excluding penalties!, i.e. too much).
IMPORTANT: The amount asked for here is the one of the whole year 2023, so it also has to include periods we filed for you. Please enter the allover sum of VAT paid in 2023 here.
Attention:
Information provided is used for filing the Annual Return in Italy. Incorrect information may lead to additional VAT payments and/or requests from the Italian tax authorities.
Please review entries carefully to avoid errors.
Example for a potential source of error when inserting; different amount paid in Italy in 2023:
Input of 15000 instead of 1500
Exact transaction data
We have prepared further information and explanations in this support article to help you analyze and prepare your transaction data.
Where do I enter my data?
You'll receive the link to the online form in an invitation email.
How do I complete the data entry session?
You can either save your entries to return to them later ("Save") or finish the process ("Send"). If you only save the data, you can return at any time and continue to enter your data. If you select "Send", your data will be considered final and can no longer be adjusted. Your annual return will then be prepared in due course.
What happens if I don't enter my data after the deadline?
As a rule, if you don't press "Send", we won't submit the annual return 2023 for you.
Should you only finish entering the data after the deadline has expired, we'll still do our best to submit the return on time. However, we can't guarantee a punctual return and this may lead to penalty payments.
What if the exact values of the returns are unknown?
In this case, you'll need to ask your previous provider which values exactly were used to prepare the quarterly returns.
Alternatively, we can offer to recalculate the missing period and submit it as a correction return. This may result in further tax payments or refunds, depending on the previously submitted values. The costs for calculating each previous month corresponds to the current monthly costs of your basic package. For each month of the retroactive return, we'll charge a further €99 plus VAT.
I only received Excel tables from my previous provider, can I just upload these?
Manually analyzing Excel tables or other spreadsheets is unfortunately not possible, since we'd be unable to guarantee that the same values are calculated as those submitted by your previous provider. Moreover, the manual workload involved would be unreasonably high.
The only two alternatives we can offer you are:
- You enter the data yourself into the online form provided, or;
- We completely recalculate the missing period and submit a return (see above).
I accidentally pressed "Send" when entering the data before finishing, what can I do?
If you accidentally clicked "Send" too early, please contact support as quickly as possible by clicking on the button "Support & contact" on the bottom left. A member of staff will look into the matter for you as soon as possible.
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