Configure the Small Business environment for approval of the VAT declaration using OutSite

You must configure the Small Business environment of the customer to make the VAT, ICP and supplementary declarations available via OutSite (the accountancy portal) and allow the client to approve the declarations electronically via the portal.

Contents
Configure the Small Business environment for the VAT declaration using OutSite

You configure the administration settings of the Small Business environment to send the VAT, ICP and supplementary declarations via OutSite (the accountancy portal).

Configure the Small Business environment of the customer for approval of the VAT declaration using OutSite

  1. Open the Small Business environment of the customer.
  2. Go to: Small Business / Configuration / Administration settings.
  3. Go to the tab: VAT.

    Fin_Small Business omgeving klant inrichten voor btw-aangifte accorderen OutSite (10)

  4. Check if the VAT Number is the same as the VAT number set in the Accountancy environment for the organisation (the customer) on the Communication connector tab.
  5. Select the Send the VAT/ICP declaration via the accountancy portal check box.
  6. Click on: OK.

Next, the environment is converted.

Configure the communication profile for communication with the accountant

You configure the communication profile in a Small Business environment to be able to send communication messages to the Accountancy environment.

You must have selected the Send the VAT/ICP declaration via the accountancy portal check box in the administration settings of the Small Business environment to be able to configure this communication profile.

Note:

If you have specified a Communication environment from an SB environment, you configure the communication profile in the communication environment instead of the SB environment.

To configure a communication profile:

  1. Open the Small Business environment (or the Communication environment, if you are using one).
  2. Go to: 
    • Small Business / Communication service / Communication profile
    • General / Communication service / Communication profile if you are working with a communication environment.
  3. Open the properties of the Communication with accountant profile.
  4. Deselect the Blocked check box.
  5. Go to the tab: Settings.

    Fin_Small Business omgeving inrichten voor btw-aangifte accorderen via OutSite (20)

  6. Select the AFAS Online check box.

    Profit automatically generates a URL and enters it in Adres.

  7. Enter the environment name of your target environment. This is the data of the Accountancy environment. The environment name is the AFAS Online name.

    Notice that the tag in the URL automatically retrieves the number from the environment name.

  8. Enter the user name and password of the connector user from the Accountancy environment.
  9. Click on: OK.

See also:

Directly to

  1. Configure the approval of the VAT declaration via OutSite
  2. Configure the Accountancy environment for approval of the VAT declaration using OutSite
  3. Configure the Small Business environment for approval of the VAT declaration using OutSite
  4. Configure InSite and OutSite for approval of the VAT declaration using OutSite