vat_declarations

In short

VAT declaration activities over time, across the accounting firm's portfolio of customers.

For each company and depending on the declaration frequency, each row corresponds to a VAT declaration and its status.

For quarterly and yearly VAT declarations, the declaration period is longer than one month and the start of the period is specified in the period_start field, which is filled only if the declaration was made.

Available Columns

company_id

bigint

Unique ID of the company on Pennylane, referring to companies.id.

company_name

character varying

Company's display name on Pennylane.

period_start

date

Beginning of the declaration period, filled only if the declaration has been done.

period_end

date

End of the declaration period.

vat_frequency

character varying

VAT frequency of the company as configured on Pennylane.
Examples: "monthly", "quarterly", "yearly"

is_expected

boolean

True if a VAT declaration is expected for the declaration period ending at period_end.

status

character varying

Status of the VAT declaration for the period ending at period_end.
For paid declarations, it follows the declaration accomplishment order.

For not done declarations, not done if the declaration was expected considering the company VAT frequency and the legal deadline has passed. pending, if the declaration is expected considering the company VAT frequency and the legal deadline has not passed, empty if the declaration was not expected considering the company VAT frequency.

When the declaration is done in Pennylane and a vat return document is created, the displayed status is done and is ready to be sent to the Tax Administration.

When the declaration is sent to the Tax Administration, the displayed status is sent.
Then, when the declaration is accepted by the Tax Administration, the displayed status is accepted.
Finally, when the declaration payment is validated by the Tax Administration, the displayed status is paid.

VAT declarations can be marked as done in Pennylane without being sent via Pennylane.
Examples: "pending", "not_done", "paid", "accepted", "sent", "done"

declaration_document_id

bigint

UNIQUE

ID of the document (vat return, yearly vat return) associated with the VAT declaration.

declaration_form_name

character varying

Form name of the VAT declaration for monthly, quarterly and yearly frequencies. Name could be only one of the following values: 3517SCA12, 3310CA3, 3514.
Examples: "3517SCA12", "3310CA3", "3514"

declaration_amount

numeric

Amount of the payment validated by the Tax Administration.