General and accounting data

It is necessary to configure the company's general and accounting data, as well as defining the legal reports you want to process in Fiscal Reporting.

Configure Company

Company information is configured and managed in Cegid Fiscal Automation.

It is important to configure this information to fully use all Fiscal Reporting features, namely the automatic submission of declarations.

To configure the company, please, follow these steps:

1. In Fiscal reporting, click on the Applications icon available in the header and then on Fiscal Automation;
2. From the menu, go to Companies and edit the company you want
3. In the General tab, indicate the company’s TIN and the company’s Password for accessing the TA portal.
4. On the Certified Accountant tab, enter the TIN of the certified accountant associated with the company and their Password.
5. Click on Save.

Passwords are encrypted and recorded in a totally secure way to ensure data protection and privacy.

Add Legal Maps

In the company configuration, it is possible to add all the reports you want to process through Fiscal Reporting.

To configure the company’s legal obligations please, follow these steps:

1. Go to Configurations | Companies;
2. Click on the See icon to edit the company.
3. In the Maps section, click on Add;
4. Select the declaration type and fill in the start date of use (i.e. the start of the 1st period you intend to process).
5. Click on Send and then on Apply Changes.

After this operation, the declaration will be associated with the company and you will be able to process it in the application.