Operations

A tax report can undergo changes from its creation to its delivery (either manually or automatically through Fiscal Reporting). In this regard, several operations are available to help and speed up the processing of reports, namely:

• Validate: to ensure there are no errors in the report;
• Edit manually: if necessary, you can modify values;
• Reprocess: if you want to include new values, you can reprocess the report.
• Change Parameters
• Mark as delivered: if you want to deliver the file manually.

If you deliver the reports directly to the authorities through the application, you can also consult the documents regarding the submission.

Create Report

To create a report in Fiscal Reporting, please follow these steps:

1. Ensure that all data has been previously sent from the accounting software;
2. Access Tax Returns | Global Vision;
3. Expand the type of report you want and click on the + icon to create the report;
4. Check the date of the last data synchronization since integration may not be immediate;
5. Select the report parameters to define which version you want to use and the Nr. of Periods;
6. Click on Create Report.

The report will be calculated on the basis of the data previously sent by the accounting software.

Validate Report

To validate the structure of a report, please follow these steps:

1. Access Tax Returns | Global Vision;
2. In the report you want to validate, click on the View icon;
3. Click on Validate.
4. Check the validation result.

If validation is successful, the report is ready to be submitted and its status will be updated to Validated. If not, you will be notified of the errors found. In this scenario, you can correct the integrated data and reprocess the report or edit it directly.

This process is exclusively aimed at validating the structure of the report. At the time of submission, the authorities can carry out other checks based on the data they have available.

Edit Reports Manually

To edit a report, please follow these steps:

1. Access Tax Returns | Global Vision;
2. Select the report you want to reprocess;
3. In the Preview tab, click on Actions and then, on Manual Edition.
4. Edit the field or table you want;
5. Click on Apply Changes.

After this operation, the fields dependent on the changed field(s) will be automatically updated.

The changes made will be recorded in the system. Regardless of the previous status of the report, after this process, the status is updated to Not validated and you can then proceed with its submission.

Reprocess Report

To reprocess a report, please, follow these steps:

1. Access Tax Returns | Global Vision;
2. Select the report you want to reprocess;
3. In the Preview tab, click on Actions and then, on Reprocess.
4. Check the displayed message.

The report will be recalculated considering the data currently recorded in the system. Manual edits will be discarded, and this process may involve information updates and adjustments in the report based on the latest data. You should review and validate the changes after reprocessing.

Regardless of the report previous status, after this process, the status is updated to Not validated and you can, then, proceed with submitting it it.

Change Parameters

To change the parameters affecting the calculation of a report, please follow these steps:

1. Access Tax Returns | Global Vision;
2. Select the report you want to change;
3. In the General tab, click on the Edit button;
4. Choose the report new parameters;
5. Click on Validate.

Afterwards, the report will be recalculated considering the new parameters and the data that are currently recorded in the system, discarding manual edits.

This process may involve information updates and adjustments to the report based on the latest data. You should review and validate the changes after reprocessing.

Regardless of the report previous status, after this process, it will assume the Not validated status. You can then proceed with the submission process.

Deliver Report

To deliver a report through Fiscal Reporting, please follow these steps:

1. Access Tax Returns | Global Vision;
2. Select the report you want to deliver;
3. Ensure Accreditation is correctly configured;
4. Click on Deliver;
5. You’ll be notified of the submission result.

If the delivery is successful, the declaration will update its status to Delivered and the application will collect the documents from the submission. If not, you will be notified of the errors found. In this scenario, you can correct the integrated data and reprocess or edit the declaration directly.

Export Report File

To export a report file, please follow these steps:

1. Access Tax Returs | Global Vision;
2. Select the report you want to export;
3. Click on the Export file button.

If you want to deliver the report through the file and mark it as delivered, please, follow these steps, in the report in question, click on the Mark as delivered button.

The report will be updated to the Delivered manually status. This option is for the sole purpose of modifying the status of the declaration, without any information being automatically communicated to the authorities by the application.

Consult Documents

To get the documents relating to the submission of a declaration, please follow these steps:

1. Access Tax Returns | Global Vision;
2. Select the declaration whose documents you want to get;
3. Click on Print;
4. Select the document you want and then, click on Print. Alternatively, you can navigate to the document from Cegid Docs.

This feature is only available for reports delivered directly to authorities through the application.