Tax Deduction
When you are logged in, you can find the page for Tax Deductions here.
About tax reduction
If you perform ROT or RUT work or installations of green technology, you can offer your customers deductions for tax reduction when you invoice or provide quotations with Dooer Billing.
When you invoice with tax reduction, a deduction is made on the invoice amount corresponding to the tax reduction. The buyer thus receives a reduced invoice to pay. When the buyer has paid their part, you as the seller request payment from Skatteverket for the remaining part of the invoice amount, thereby receiving full payment for your work.
Read more about the different types of tax reduction on Skatteverket’s website.
Get started
Activate support for tax reduction in Dooer Fakturering
In order to create invoices and quotations with tax reduction, you need to activate the function in your billing settings.
- Open Faktureringsinställningar under Inställningar in the menu.
- Under the tab Företagsuppgifter, check the types of tax reduction that you offer your customers under the heading Försäljning med skattereduktion.
- Click on the button Spara to save the changes.
Define tax reduction type on items in the item register
You can define the type of tax reduction on items in your item register to speed up the billing process. If you have defined that an item is of a certain tax reduction type, that type will be automatically selected when you create new invoices and quotations where the item is included.
Define the type on each item for which you offer deductions for tax reduction in the item register.
- Open the item register under Fakturering and Artiklar.
- Click on an item for which you want to define a tax reduction type.
- Select the type of tax reduction in the field Skattereduktion.
- Click on the button Spara to save the change.
Invoice with ROT, RUT, and Green Technology
To invoice with tax reduction, you activate tax reduction on the invoice, select the tax reduction type for the invoiced items, and fill in information about the buyer regarding the tax reduction.
Activate tax reduction
When you are working with an invoice draft, activate tax reduction on the invoice by checking Skattereduktion under Fakturainställningar on the right.
Specify tax reduction type for items
For each item you add, you can specify the tax reduction type. You can mix items with different tax reduction types if you wish, as well as items with and without tax reduction, on the same invoice.
The items for which you specify the tax reduction type form the basis for the calculation of the tax reduction on the invoice. Items with hourly billed work (unit hours) form the basis for the calculation of worked hours.
Information for tax reduction
Information about the residence
For ROT work and installations of green technology, you need to specify the residence where the work was performed.
Småhus
Choose Småhus under Bostadstyp if the work was performed in a single-family house. When you have performed work in a single-family house, you need to specify the property designation. Provide the property designation without including the name of the municipality where the property is located.
Bostadsrätt
Select Lägenhet under Bostadstyp if the work was performed in a condominium. When you have performed work in a condominium, you need to specify the organization number of the housing association and the apartment’s unit number.
Information about the buyer
You can specify one or more buyers who claim tax reduction on the same invoice. By adding multiple buyers, the total tax reduction can be increased.
Click on Lägg till köpare to add more than one buyer. If you need to remove a buyer, click on the cross to the right.
Requested tax reduction
Worked hours, tax reduction amount, and material cost are calculated and allocated automatically based on the items you have added to the invoice. Review the pre-filled values and change if necessary.
If the tax reduction is to be allocated in a particular way between multiple buyers according to the buyers’ wishes, you change the allocation here.
Provide quotations with ROT, RUT, and Green Technology
The procedure to provide quotations with tax reduction is the same as to invoice with tax reduction for ROT, RUT, and Green Technology. Read the section Invoice with ROT, RUT, and Green Technology for more information.
Payment from Skatteverket
Tax reduction cases
Under Skattereduktion and Ärenden in the menu, you will find all your tax reduction cases. Each case refers to an invoice you have sent with tax reduction.
Case status
Each case has a status that shows where in the workflow a case is.
Awaiting payment
The case refers to an invoice where the buyer has not yet paid their part of the invoice amount. You cannot request payment from Skatteverket until the buyer has paid their part.
Ready for application
The case refers to an invoice where the buyer has paid their part, and it is now up to you to request payment of the remaining invoice amount from Skatteverket.
Awaiting decision
The case concerns an invoice where you have requested payment from Skatteverket but are awaiting a response to the request from Skatteverket.
Closed
The tax reduction case is closed. This status is used for historical cases.
Request payment from Skatteverket
ROT and RUT
Send request for payment
- Mark the cases in the list that you want to send to Skatteverket.
- Click on the button Skicka till Skatteverket.
- Authenticate yourself with mobile BankID according to the instructions on the screen.
- Sign the sent request according to the instructions on the screen.
Retrieve decision from Skatteverket
Click on the button Hämta beslut. Authenticate yourself with mobile BankID according to the instructions on the screen.
Dooer now retrieves decisions from Skatteverket and updates cases that have received a decision.
Green Technology
Request payment from Skatteverket
Submit the case to Skatteverket using Skatteverket’s e-service Grön teknik - Företag.
When you have submitted the case to Skatteverket, mark the case as sent by clicking on Markera som skickat on the case.
Register Skatteverket’s decision in Dooer
When Skatteverket has made a decision in a case, you need to register the decision in Dooer. If the case is approved, register it by clicking on Markera som godkänt on the case.
Register Skatteverket’s payment in Dooer
After Skatteverket’s payment has been made, you register it in Dooer as a payment of type Skattereduktion, and the invoice is marked as paid.
For ROT and RUT cases, this is done automatically provided that you sent the request electronically from Dooer and use the function Registrera betalningar automatiskt när jag synkar mina bankkonton.
FAQ
How do I update tax reduction information on a sent invoice?
You cannot change an invoice that has been sent. If any information is incorrect, you need to credit the incorrect invoice and create a new one before you can request payment of the tax reduction from Skatteverket.
You can create a new invoice by copying the original invoice to a new invoice and modifying it before sending.
If the buyer has paid the original invoice, you will probably want to register the payment on the new updated invoice. You do this by offsetting the credit from the credit note against the new updated invoice.
What do I do if Skatteverket denies the tax reduction?
Mark the tax reduction case as closed without approving it. When the buyer pays the remaining amount, register it as a regular payment on the invoice.
Does Dooer support the rules for Schablon vid totalentreprenad?
If you invoice with tax reduction under the rules for Schablon vid totalentreprenad you need to manually reduce the tax reduction when issuing an invoice. Dooer automatically calculates the maximum deduction without considering the rules for total contract.