Tax refund

Use this transaction type to enter tax refunds. Proceed as follows:

1. Open the "Enter transactions" worksheet as described above in the section Enter transactions and select the desired holder if necessary.
2. Open the ACCOUNT menu in the "Enter transactions" worksheet.
3. Select the transaction type TAX REFUND in the Account transaction types .
   Use the keyboard to enter tax refunds when the "Enter transactions" worksheet is open as follows: Press the key combination <CTRL>+<2> for the account transaction types. Then press the button<X>.
   The "Tax refund" dialog box appears.
   

   

4. Select the account to which the tax refund should flow. Below this, enter the date and, if applicable, the different value date.
5. Enter the amounts in the respective input fields, broken down by tax type in the same way as the corresponding statement. In the field "Ausm. Amount", you will always see the updated total amount to be recorded.
   Details on the taxes shown can be found, for example, in the section Income from securities.
6. Finally, confirm the entries with the "Enter" button.