Tax Returns
Fiskl builds each tax return from your classified transactions, so you review the figures, adjust where needed, and file. After you file, Fiskl keeps a locked record of what you filed, tracks the payment, and guides you through any correction.
Before You Begin
- Set up a tax agency for each registration you file returns for, and classify its tax rates. See Tax Management and Classifying Tax Rates.
- Set the Filing Period and Period months on each tax agency, so Fiskl lists the right periods and due dates.
- You need the right permissions. See Who Can Do What.
Supported Countries
Fiskl prepares returns for these countries. Countries marked Coming end November are on their way.
| Country | Return | Availability |
|---|---|---|
| United Kingdom | UK VAT Return (nine boxes), submitted to HMRC through Making Tax Digital | Available |
| United Kingdom (Northern Ireland) | EU One Stop Shop VAT return (Union scheme) | Available |
| Austria | U30 | Available |
| Belgium | Intervat periodic return | Coming end November |
| Bulgaria | Spravka-deklaratsia | Available |
| Croatia | Obrazac PDV | Coming end November |
| Cyprus | VAT return (TFA) | Coming end November |
| Czechia | Přiznání k DPH | Coming end November |
| Denmark | Momsangivelse | Available |
| Estonia | KMD | Available |
| Finland | Arvonlisäveroilmoitus | Coming end November |
| France | CA3 | Available |
| Germany | UStVA | Available |
| Greece | F2 | Available |
| Hungary | 2665 | Coming end November |
| Ireland | VAT3 | Available |
| Italy | LIPE | Available |
| Latvia | PVN deklarācija | Coming end November |
| Lithuania | FR0600 | Coming end November |
| Luxembourg | eCDF declaration | Coming end November |
| Malta | Article 10 return | Coming end November |
| Netherlands | Btw-aangifte | Available |
| Poland | JPK_V7M (declaration part) | Available |
| Portugal | Declaração Periódica | Coming end November |
| Romania | D300 | Coming end November |
| Slovakia | DPHv25 | Coming end November |
| Slovenia | DDV-O | Coming end November |
| Spain | Modelo 303 | Available |
| Sweden | Momsdeklaration | Coming end November |
| Australia | Business Activity Statement (Simpler BAS and PAYG W) | Available |
| Canada | GST/HST Return (GST34), Quebec QST, British Columbia PST (FIN 400), Manitoba RST, Saskatchewan PST | Available |
| Singapore | GST F5 | Available |
| South Africa | VAT201 | Available |
| United Arab Emirates | VAT 201 | Available |
| United States | State sales and use tax returns | Coming end November |
Fiskl also prepares the EU One Stop Shop return (Union scheme) for a registration in any EU member state.
You can prepare UK VAT returns now. Submitting them to HMRC switches on automatically once HMRC approves Fiskl's connection. See HMRC Making Tax Digital.
Until a country is available, the returns list shows its tax agencies as Not yet available. Use Ad hoc preview to see the figures for any date range. See Preview Any Date Range.
How Filing Works
Each return moves through three steps:
- Review & Adjust — Check the figures box by box, resolve any warnings, and add adjustments with a reason.
- File — File the return with the tax authority.
- Filed — Fiskl keeps a locked record of the figures you filed, the payment, and your documents.
How you file depends on the country:
- United Kingdom — Select Submit to HMRC and Fiskl sends the return through Making Tax Digital.
- Every other country — Fiskl shows the figures to enter on the tax authority's own portal. After you file there, you record the filing in Fiskl with Mark as Filed.
When a return is filed, Fiskl records what you owe, or what is due back to you, as an amount payable to the tax agency. You then match the payment from your bank transactions.
Return Statuses
| Status | What it means |
|---|---|
| Upcoming | The period has not ended yet. You can preview the figures so far |
| Open | The period has ended and the return is ready to prepare |
| In progress | You have started the return, for example by adding an adjustment |
| Ready | You have reviewed the return and moved it to the File step |
| Filed | The return is filed and its figures are locked |
| Amended | A corrected or replacement return is in force |
| Void | The period never needed a return |
| Not yet available | Returns for this tax agency are not available in Fiskl yet |
Who Can Do What
| Permission | What it allows |
|---|---|
| Tax read | See the returns list and returns, download the PDF, and drill into the transactions behind each box |
| Tax write | Prepare returns, add adjustments, move a return to File, submit to HMRC, and start a correction |
| Tax submit | Mark a return as filed, void a period, withdraw a filing, and record disclosures |
| Accounting close | Set the Lock Period, and save a change into it |
Registration Options
Some countries have options that change which returns Fiskl lists. You set these on the tax agency, under Settings > Tax Management > Taxes. For example:
- Small Business (Kleinunternehmer) — In Germany, Fiskl lists no UStVA returns for a small business.
- Permanent extension (Dauerfristverlängerung) — In Germany, each due date moves one month later.
- EU One Stop Shop (Union Scheme) — On a UK registration with the Northern Ireland Protocol turned on.
Each tax agency also shows a Returns This Tax Agency Files card, with each return Fiskl tracks and whether it is Active or Ended.
Related Topics
- Prepare and File a Return — Review, adjust, and file a return
- Filed Returns and Corrections — What happens after you file, and how to correct a return
- Tax Management — Set up your tax agencies and rates
- HMRC Making Tax Digital — Connect to HMRC to submit UK VAT returns
- Sales Tax Report — Review the tax you have charged and paid