In the following article, we will show you how to handle a situation where an issued VAT advance tax document (ZDD) was created with the wrong VAT rate, your VAT return has already been filed, and the error is discovered retrospectively during the processing of a settlement tax document.
The first step is to create a document of the type "Invoice – tax document" in which you simply deduct the previously created ZDD with the incorrect VAT rate. This will generate a tax document with a negative value.
The next step is to create a new document of the type "Advance payment – not a tax document".
Next, you will need to offset both documents against each other using the mutual offset function.
Go to Money / Mutual Offset and use the New button to select the Manual option.
in the first offset, match the created "Invoice – tax document" type with the deduction of the original ZDD
in the second offset, match the created "Advance payment – not a tax document" type
Once both offsets have been processed, use the SERVICES button to select the "Create advance tax document" function. You must be positioned on the offset that represents the fictitious bank entry and relates to the payment of the advance document.
You will then be prompted to enter the VAT rate at which the correct ZDD should be processed. A ZDD will be created in the invoices module.
In the final step, process the settlement tax document and deduct the ZDD with the correct VAT rate.
