Exporting a CSV file with EU sales

Companies that sell goods or certain services without VAT to VAT-registered buyers in the EU have to submit information to the Tax Agency in what is known as a periodic compilation. For this, a CSV file can be exported from Opter and submitted via the Tax Agency’s file transfer service. More information is available on The Swedish Tax Agency’s website. The specification of what information has to be included in the CSV file is also available there.

Step 1: Specify the VAT rates used for sales to the EU

In the VAT rates window (Economy > VAT rates), select the EU VAT checkbox for the 0% VAT rates used for sales within the EU. Invoices that use one of these VAT rates are included in the compilation.

Obs!

If no VAT rates are marked as EU VAT, all VAT rates of 0% are included when the CSV file is exported.

Step 2: Exporter the CSV file

Click on Economy > Sales ledger and select Intra community turnover summary in the list on the left. Configure the following settings and then click on Export:

The specified period must be an entire month or an entire quarter.
File format: CSV (Swedish Tax Agency)

The compilation adds up the sales per customer for the selected period of time.

If there is an error message stating that the file cannot be exported, this may be because you have a previously exported file open and are trying to export again.