Claim ROT and RUT (AR531000)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

You use this window to download XML files for your invoices, with which you can claim the ROT and RUT deduction at the Swedish Tax Agency.

Button Description
Process Applies the selected processing (based on the Action you select) to the documents you have selected in the table.
Process all Applies the selected processing to all documents listed in the table.

You use this area to define criteria for the documents to be displayed in the table below, as well as the action to be applied if you click Process or Process all.

Element Description

Action

The processing operation to be used when you click Process or Process all. Select one of the following options:
  • Balance
    To balance invoices that have not been balanced yet. This will generate a balancing credit note and debit note for the invoice.
  • Claim
    To download an XML file for claiming ROT and RUT deduction.
  • Exported
    To regenerate an XML file for invoices that have already been claimed.

ROT

(check box)

 Select this if the invoices you want to display in the table are for this type of service (repairs, conversion, extension).

RUT

(check box)

 Select this if the invoices you want to display in the table are for this type of service (cleaning, maintenance, laundry).

This table displays the documents matching the criteria specified in the top part.

Review the list, and process all documents or only those you have selected using the check boxes in the first column.

Column Description
Customer The customer associated with the document.
Type The document type.
Ref. no. The document reference number. You can click the link to view the document.
Date The date when the document was created.
Post period The period to which the payment of the document will be posted.
Description The document description.
Balance The current open balance on the document.
Amount The total invoice amount including VAT.
Balancing credit note ref. no.

The balancing credit note to the customer, with the deductible amount. You can click the link to view the document.

When this document is created depends on your setting for Balance invoices on on the ROT and RUT settings (Sweden) tab in the Organisations (CS101500) or Branches (CS102000) window.
Balancing debit note ref. no.

The balancing debit note to Skatteverket, with the deductible amount to be received from them. You can click the link to view the document.

When this document is created depends on your setting for Balance invoices on on the ROT and RUT settings (Sweden) tab in the Organisations (CS101500) or Branches (CS102000) window.
Deduction type The type of tax deduction, which can be RUT or ROT.
Distributed amount The total amount distributed among the personal IDs specified in the document.
Export date For the Exported action, this is the date the document was claimed or exported last.
Export ref. no. For the Exported action, this is the reference number of the last generated XML file.

Work process overview

Claim ROT and RUT deduction

Related tasks

Send a claim for ROT or RUT deduction