ProductAccounting
VAT declarations
Prepare and submit Swiss VAT reporting from posted ledger data.
Overview
VAT declarations aggregate posted tax lines by period for Swiss (and other) returns with audit trail.
Where in the app
- Accounting → VAT —
/c/companies/:companyId/accounting/vat
Step-by-step
- Ensure sales and purchase documents post tax lines. (Expected: tax accounts populated.) (UAT-C-ACCT-VAT-001)
- Open Accounting → VAT → Declarations. (Expected: period selector.) (UAT-C-ACCT-VAT-001)
- Generate draft declaration for period. (Expected: boxes filled from ledger.) (UAT-C-ACCT-VAT-001)
- Review adjustments and post declaration. (Expected: locked snapshot with PDF/export.) (UAT-C-ACCT-VAT-001)
- If gaps exist, drill to source invoices/bills from variance report. (UAT-C-ACCT-VAT-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-ACCT-VAT-001)
Permissions and modules
Accounting VAT (accounting.vat-declarations).
Country and compliance
Rates and boxes from country pack; CH MWST forms supported.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
accounting.vat-declarations | VAT Declaration and Submission | compliance | required | VAT Declaration and Submission | high | UAT-C-ACCT-VAT-001 |