Use this function to link forms to a company with Spanish legislation or no legislation selected. These forms are used to submit VAT declarations to the Spanish tax authority. You can change the reporting period in the grid.

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

This is the company, or trade name.
The company name (up to 35 characters) is more significant than the company code.
This information will be us ed on the majority of the documents sent externally.
On the screens where necessary, the system mostly uses the short name allowing easier identification.

This is the short title.
This description is mainly used on the application screens in order to allow a quick identification of the company.
The t rade name(or long description) could be used for reports.

Company (field CPY)

Enter the company code or use the Look up tool to search for and select the code.
field CPYNAM
Short description (field CPYSHO)

Tab Spanish forms

Grid

Form (field CODE)
Description (field DESMOD)
Periodicity (field PER)

Block number 2

Agency (field CODADM)
Alloc. to TA (field ATRADM)
Registered in RDM (field INSRDM)
Deferred VAT (field IVADIF)

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation