Grant filings
Some installations qualify for a tax deduction the customer claims and you file for. Installer.com generates the filing from the invoices it already holds, so the numbers match what was actually paid.
Who does this. The organisation that owns the order, which is the one that files with the tax authority.
Grants apply to Swedish organisations. If your country has none configured, the Grants button does not appear anywhere.
Which grants
| Grant | Typical work |
|---|---|
| Grön Teknik | Charging points, solar panels, storage of self-produced electricity |
| ROT | Construction, electrical, glazing and sheet metal, groundworks and drainage, masonry, painting and wallpapering, plumbing |
| RUT | Appliance repair, furnishing |
The grant a line belongs to is set on the product. You classify it once, when you build the catalogue, and not per order.
What the customer pays
The deduction is set up as a discount on the product, so the customer is charged the reduced amount at checkout. They do not pay the full price and wait for money back.
The invoice shows all three figures: the full price, the deduction with the grant named beside it, and the reduced total. That is what the customer and the tax authority both need to see.
You carry the deduction until you file. The installer’s share is worked out from the price before the discount, so the reduced amount comes off your part, not theirs. Filing is how you claim it back.
Watch what that does on a large deduction. On a line where the deduction is half the price, you pay the installer their full share out of half the cash. Where the deduction is large and the share is high, the payment can fail to cover both. The share is then capped at what is left. Price with the deduction in mind. See Product prices and shares.
Download a filing
In Wallet → Payout overview:
- On a payout row’s download menu, select Grants for that payout’s orders.
- On a month header, select Grants for the whole month.
The menu lists the grants configured for your country and only enables the ones with something to file in that scope.
You get an XML file, in the format the tax authority expects. Upload it to them. Installer.com does not file on your behalf.
Filing before the payout settles
Grant downloads do not wait for a payout to be paid out. They are available on pending rows too, because a filing deadline does not move for your bank.
If a grant is greyed out
There is nothing to file in that scope. Either no order in it carried a line classified for that grant, or the invoices behind those lines do not exist yet. Invoices are generated when the payout is approved, so approve the order first.
Getting the classification right
The filing is only as accurate as the products behind it. If a work type is wrong, correct it on the product in your catalogue and it applies to later orders. A filing already downloaded is a snapshot, so download it again after fixing anything.
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