Approve the VAT/ICP declaration via the Accountancy portal (customer)

The accountant's customer approves the declaration in OutSite (Accountancy portal). He logs on to the OutSite portal (Accountancy portal) and opens the Approval Messages page. Here the customer sees the report of the VAT declaration and reviews the figures declared in the report.

After the customer has checked the VAT/ICP declaration, he can approve it, reject it or send it back to the accountant with a question, exactly as configured in the workflow. This leads to a message that is sent to the client environment. The message is processed in the client environment: With an 'approved' message, the VAT/ICP declaration is finalised and the process in the client environment is finished. With a 'rejected' message, the status of the VAT/ICP declaration is changed from 'for approval' to 'rejected'. In this case the accountant must adjust the VAT/ICP declaration in the client environment and then resubmit it for approval.

To approve a VAT/ICP declaration via OutSite by the customer of the accountant:

1. Open the site.
2. Log on with the user name and password.
3. Click on: Approval Messages. (This may have a different name in your OutSite.)

   

4. Open the dossier item (approval message) with the VAT declaration.
5. This opens the VAT declaration report.

   

6. Check the declaration.
7. Click on: Approve, Reject or Pose question.

   With Approve, the VAT/ICP declaration in the Accountancy environment is automatically finalised (via a message) and prepared for submission to the Tax Authority.

   With Reject, the status of the VAT/ICP declaration is changed (via a message) from 'for approval' to 'rejected'. In this case the accountant must adjust the VAT/ICP declaration in the client environment and then resubmit it for approval.