Create Wage tax declaration on individual level (AGI)

From 2019 onwards, the ordinary wage tax declaration is replaced by a wage tax declaration on individual level (AGI). This article describes how you can manages this in Nmbrs.  

Fill in information to create a declaration (AGI)

You need to fill in some information in Nmbrs before creating a declaration. On company level go to module 'Wage Tax Number'. 

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Following fields must be filled in:

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Create a Wage Tax Declaration (AGI)

You can only send in a wage tax declaration (AGI) for a period if a run has been created for the same period. 

Wage Tax Declaration

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On company level go to the module 'Wage Tax Declaration' and choose 'Create'.  

Create Wage Tax Declaration

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A new window opens up. If the information is correct klick on 'Create Wage Tax Declaration'. The declaration will show in the 'Wage Tax Declaration' module.

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  1. Check the Wage Tax Declaration
  2. Send icon, if you press on it you can choose to mark it as sent or send to Skatteverket
  3. Overview of the Wage Tax Declaration
  4. Download .xml file
  5. Check if the declaration is coherent with payroll runs.
  6. Delete declaration

The wage tax declaration is created per period which means that you must create a declaration for January and February in order to generate a file for March. You don't need to change the current period or unlock the period to proceed, you can simply click on 'Create' until you're in the company's current period.

Mark as sent

If you want to upload the declaration manually on Skatteverkets website and mark it as sent in Nmbrs then you need to activate the step 'Send Wage Tax Declaration' in the module Workflow on company level. If you can't find the alternative on company level then you need to activate the step in the module Workflow on master level. Check that you activate the sending for the Master Workflow that the company is linked to. 

Wage Tax Declaration

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When you have activated 'Send Wage Tax Declaration' in the Company Workflow you can see a letter icon appear when you're in the module 'Wage Tax Declaration'. 

Send icon

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Click on the send icon and choose 'Mark as sent'. 

Note! This doesn't send the Wage Tax Declaration (AGI) to Skatteverket it only marks it as sent.

 

Send automatically to Skatteverket

In order to send the declaration (AGI) file automatically to Skatteverket then you need to activate the step 'Send Wage Tax Declaration' in the module Workflow on company level. If you can't find the alternative on company level then you need to activate the step in the module Workflow on master level. Check that you activate the sending for the Master Workflow that the company is linked to. 

Workflow

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Scroll down to the option 'Send Wage Tax Declaration' and press on the grey marked row

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Check the check box 'Active' to activate the sending of wage tax declaration. 

Wage Tax Declaration
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When you have activated the function you can see the step in the Company's Payroll Workflow and a send icon appears in the module 'Wage Tax Declaration'.

Payroll Workflow

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'Wage Tax Declaration'

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The icon for Skatteverket replaces the send icon after you've chosen the option 'Send to Skatteverket'. When the declaration is sending to Skatteverket it has the status 'Sending'. When it has been successfully received by Skatteverket the status changes to 'Received' and the row turns grey.  

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If you click on the Skatteverket icon a new tab directs you to Skatteverket where you can login directly with Mobilt BankID (or other identification). You need to sign the declaration on Skatteverket own site for them to accept the declaration. (This step is not possible to automise for now)

Skatteverkets login page

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Retroactive corrections

More information coming soon!

 

 

Common errors

When you create AGI in Nmbrs you can also encounter some error messages. We have added the most common ones and the solutions for these issues: 

 

Error Solution
Invalid (Invalid XML schema: The element 'Kontaktperson' in namespace 'http://xmls.skatteverket.se/se/skatteverket/da/komponent/schema/1.1' has incomplete content. List of possible elements expected: 'Epostadress, Namn, Telefon' in namespace 'http://xmls.skatteverket.se/se/skatteverket/da/komponent/schema/1.1'.) There is no company contact person. See Create contacts on how to add a contact person for a company.
Invalid (Invalid XML schema: The element 'Kontaktperson' in namespace 'http://xmls.skatteverket.se/se/skatteverket/da/komponent/schema/1.1' has incomplete content. List of possible elements expected: 'Telefon' in namespace 'http://xmls.skatteverket.se/se/skatteverket/da/komponent/schema/1.1'.) The company contact person has no phone number ( only a mobile number is not enough)
Invalid (Invalid XML schema: The element 'Kontaktperson' in namespace 'http://xmls.skatteverket.se/se/skatteverket/da/komponent/schema/1.1' has incomplete content. List of possible elements expected: 'Epostadress' in namespace 'http://xmls.skatteverket.se/se/skatteverket/da/komponent/schema/1.1'.) The company contact person has no email.

Invalid (Invalid XML schema: The 'http://xmls.skatteverket.se/se/skatteverket/da/komponent/schema/1.1:

KontantErsattningUlagAG' element is invalid
- The value '-940' is invalid according to its datatype 'Long' - The MinInclusive constraint failed.)

There is a negative value in net payment to employee. 

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