The CIT Return Template helps generate a corporate income tax declaration that closely matches what is seen in the tax authority portal. It uses a universal constructor, allowing users to customize the structure, define data sources, and set rules for each line. Data can be collected before or after the month-end closing, depending on whether cost allocations are needed. Some lines may require manual adjustments, and analysts can provide guidance for complex rules. The template does not replace tax advisory services, but rather simplifies the preparation of the declaration while allowing for flexibility in configuration.
Click on create option to create a new template.
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Left Panel: Lists all return lines.
- Right Side: Configuration and synchronization with the selected line.
Note: Each line is displayed as a separate entry in the Template.
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Use Chart of Accounts Object: Select This setting determines whether the section or individual accounts will serve as the basis for calculating income or expense amounts. Choose either the COA section if neededor GL accounts.
Reverse Sign: Automatically adjusts the sign for income and expense vs. income entries. This is useful when tax rules require expenses to increase the taxable base. If enabled, income amounts are treated as negative and expenses as positive, effectively reversing the signs. If disabled, income is positive and expenses are negative.
Intermediate Data: Marks this line as an intermediate calculation, which will not appear in the final printed declaration but can be used in formulas.
Additional Dimensions- Business Activity / Department: Use this to filter data
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based on organizational dimensions.
Filter Presentation
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- List / Table:
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Determines how GL accounts are
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shown.
Data Selection Method:
Only Listed – includes only the specified accounts.
- Except Those Listed – includes all accounts except the specified
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- ones
GL Account Section
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Use this area to select the accounts that contribute to this line.
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You can combine multiple accounts for one return line. Income and expense accounts can be aggregated to form totals.
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This table controls which general ledger transactions appear in a report or declaration. Filters can be applied by
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account,
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type, or
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Group Lines
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department
GL Account: Specifies the account to filter, e.g., Other Administrative Expenses.
Income (Expense) Item: Optional filter for a specific income or expense type.
Department: Optional filter by department.
Formulas and Custom Sources
Certain lines can be formula-driven, using other lines as elements.
Custom data sources (queries) can also feed data into a line for more complex setups.
Manual Entry Lines
Some lines (e.g., Mellow Mount) are meant to be entered manually if the system does not collect data automatically. These appear as formatted lines in the declaration.
Practical Example
Expense lines in the system can reflect real accounting data, adjust for non-deductible expenses, and respect reverse sign logic.
The final totals from each configured line are в документе декларации потом отрисовываются как отдельная строка, giving the final declaration its structured appearance.
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