Companies WEB. Form functionalities

How to import accounting data to form 200

The 2022 Corporation Tax WEB form allows automatic incorporation of economic data to certain sections of the tax return, avoiding the manual completion of the tax return.

These data are imported using an file in XML format, which must be in accordance with a specific scheme available in the model information.

The information that may be included in the form will be that relating to the balance sheet, the income statement and the statement of changes in equity.

The process of adding the accounting data is only applicable when registering a new tax return. Go to WEB Companies, in the "Identification Details" window, enter the taxpayer's details and click "Accept." If a previous session is detected, click on "New tax return."

Next, page 1 "Characteristics of the tax return" will be displayed, to which special attention must be paid, since the screens and data to which access is available will vary according to the options selected on this page. In addition, after the application, these details cannot be modified except for those indicated next to the change key. Once this page has been completed, click on the "Apply" button in the bottom left-hand corner below the tax period.

When you click on "Apply," you will have to tick the boxes corresponding to the account status associated with the bank. As a requirement to use the import of the accounting statements, these must be entities subject to the Bank of Spain accounting standards, insurance companies, collective investment institutions, reciprocal guarantee companies, and those not subject to specific regulations.

The "Import accounting data" window will then be displayed, from which you can add accounting data to certain sections of the tax return, when selecting an XML file containing this information. Click on "Choose file (XML)."

When reading the XML file, it will be checked whether it is adapted to the type of entity selected on the character page and to the status of accounts associated with it, provided that this last data has been required. If the file is adapted to the design, the "Continue with the import of accounting data" button will be activated; You can also continue with the incorporation if the import process has generated notifications that provide warnings about the XML file but do not prevent the data from being imported.

However, if there are errors, no data will be added to the tax return. If you want to continue filling in the tax return regardless of the file's details, you can click on the "Continue regardless of accounting data" button.

If you access the pages of the tax return corresponding to the balance sheet, the income statement and the statement of changes in equity, you can check that the accounting data contained in the XML file have been imported.

To move around the different pages of the tax return, use the button panel arrows or click on "Sections" to view a breakdown with the different sections of the tax return that will make it easier to scroll and fill in the tax return.