Use this function to display and send generated forms to the Spanish tax authority.
When you search for a form and company, forms for the entered reporting period display in the grid. Not all forms that display can be sent from Sage X3. You can view the data entered for any form in the grid. Forms that can be sent, the Send files option is available from the Action icon menu on the line.
It is recommended that you test the connection. Set the SPAMODSEND - Send forms to test environment parameter (LOC chapter, SPA group) to Yes. Remember to set this parameter to No when you are ready to actually submit your forms.

Process overview

The Spanish VAT declaration relies on a series of steps to extract data and submit the required forms. See the related help for each function for more information.

Extract the amounts using the Spanish VAT declaration function.

Link the appropriate forms to each company in the Spanish forms by company function. The Spanish forms function provides a list of forms available within Sage X3. You can change the reporting period in this function or when linking a form to a company.

In the Spanish forms generation function, you can populate the linked forms with data from the extraction. Depending on the form some data needs to be entered manually.

Use the Spanish forms management function to query forms linked to a company, enter a declaration date, and submit eligible forms directly to the Spanish tax authority.

Forms available in Sage X3

This list contains the Spanish VAT declaration forms currently available in Sage X3. Not all forms can be submitted directly from Sage X3.

These forms can be sent from Sage X3, but this is subject to change.

  • 111: Withholdings and payment on account. Work income and income from economic activities, prizes, and certain capital gains and income allocations. Self-assessment.
  • 115: Withholdings and payment on account. Income or yields from the leasing or sub-letting of urban buildings.
  • 123: Withholdings and payments on account of income tax, corporation tax, and non-resident income tax (permanent establishments). Certain income from liquid capital, or certain income.
  • 303: VAT self-assessment
  • 390: VAT annual summary tax return

These forms cannot be sent directly from Sage X3, this is subject to change.

  • 180: Information Return. Withholdings and payment on account. Income from urban building leasing. Annual summary.
  • 190: Information Return. Withholdings and payment on account. Work income and income from economic and income allocations. Annual summary.
  • 193: Information Return. Income tax withholdings and payment on account in relation to certain income. Annual summary.
  • 216: IRNR. Non-resident income tax. Income obtained from sources other than a permanent establiment on account.
  • 296: Information Return. Withholdings and payment on account for non-resident income tax (without permanent establishment). Annual summary.
  • 347: Information Return. Annual information return on transactions with third parties.
  • 349: Information Return. Recapitulatory return of intracommunity transactions.
  • 369: Reverse Charge VAT quarterly or monthly form to declare all the European VAT derived from the sales or provision of digital services to European if you are registered in the One-Stop-Shop.

This list is subject to change; forms can be added, removed, or modified. Refer to the Spanish tax authority for specific information related to forms such as reporting requirements.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Header

Form (field MODEL)
Company (field CPY)
Fiscal year (field FIY)
Period (field PER)

Tab Spanish forms

Grid

Select (field SEL)
Declaration number (field NUMDECL)
field A1
field A2
field A3
field A4
Inquiry

Select this option to see the generated form. This option is available for all forms.
Send files

Select this option to send the form on the line to the Spanish tax authorities. This option is only available for certain forms.
Information display

After you send a form to the Spanish tax authority, select this option to see their response. If the submission was not successful, this information includes possible errors. You need to address the errors, regenerate, and resubmit the form.

This option is only available after submitting a form.

See PDF

For a successful submission, this file is your confirmation and should be saved.

Specific actions

Delete

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation