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Dooer Knowledgebase

Tax Reduction

This is documentation about the page Skattereduktion that you can reach by logging in and clicking on Fakturering and Skattereduktion in the left sidebar. It allows you to view and manage ROT/RUT tax reduction cases and apply for compensation from Skatteverket.

Note: If you don't see Skattereduktion > Ärenden under Fakturering in the sidebar you first need to activate support for tax reduction in Dooer Billing like so:

  1. Go to the page Faktureringsinställningar.
  2. Under the tab Företagsuppgifter, tick the box(es) for the types of tax reduction that you offer your customers under the heading Försäljning med skattereduktion.
  3. Click on the button Spara to save the changes.

You will now have access to the page Skattereduktion from the sidebar.

About tax reduction

If you perform ROT or RUT work or installations of green technology, you can offer your customers tax reduction when you invoice or issue quotes with Dooer Billing.

When you invoice with tax reduction, a reduction 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.

Define tax reduction type on items

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 of tax reduction on your items like so:

  1. Go to the page Register > Artiklar.
  2. Click on an item for which you want to define a tax reduction type.
  3. Select the type of tax reduction in the field Skattereduktion.
  4. Click on the button Spara to save the change.

Create invoice with tax reduction

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. Do like so:

  1. Go to the page Fakturering.
  2. Click on the button Skapa ny faktura in the upper right corner to open the invoice editor.
  3. Activate tax reduction on the invoice by checking Skattereduktion under Fakturainställningar on the right.
  4. Select the tax reduction type for the invoiced items.
  5. Fill in information about the buyer regarding the tax reduction (see below).
  6. Click on the button Spara to save the changes.

Information for tax reduction

To be able to offer tax reduction, you need to fill the following information:

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
    Choose 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.

Create quote with tax reduction

The procedure to provide quotes with tax reduction is the same as to invoice with tax reduction for ROT, RUT, and Green Technology. See above for details.

Payment from Skatteverket

On the page Skattereduktion > Ärenden in the sidebar, 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

This is how you request payment from Skatteverket:

Request payment regarding ROT and RUT

Send request for payment

  1. Mark the cases in the list that you want to send to Skatteverket.
  2. Click on the button Skicka till Skatteverket.
  3. Authenticate yourself with mobile BankID according to the instructions on the screen.
  4. Sign the sent request according to the instructions on the screen.

Retrieve decision from Skatteverket

  1. Click on the button Hämta beslut. Authenticate yourself with mobile BankID according to the instructions on the screen.
  2. Dooer now retrieves decisions from Skatteverket and updates cases that have received a decision.

Request payment regarding Green Technology

Request payment from Skatteverket

  1. Submit the case to Skatteverket using Skatteverket's e-service Grön teknik - Företag.
  2. 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

  1. 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.