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Users can enter values manually if a figure cannot be pulled automatically from the database.
Such values can then be used as elements in formulas for other declaration lines.
Purpose: to handle cases where a number is mathematically required in formulas but cannot be derived directly from system data.
d) Title line type
This type is used only for structuring the declaration. A title line is a simple text header that visually separates sections of the declaration. It does not store or calculate values. Depending on the interface theme, it may appear in different colors (for example, gray or green). Its purpose is to improve readability and provide a logical structure.
e) Group line type
It is used to organize declaration lines into structured sections. A group acts as a collapsible header that can contain several underlying lines. The value at the group level is not editable; instead, values of the nested lines can be entered or recalculated, and the group total is updated accordingly. This setup adds hierarchy to the declaration layout and improves readability.
Groups are essentially grouping fields without additional configuration. They are displayed as headers (e.g., gray or green depending on the interface theme) and visually separate different sections of the declaration. By expanding or collapsing a group, users can manage multiple related lines at once while keeping the structure clear.
f) Tax Loss Line Type
This type is dedicated to recording tax losses carried forward from previous periods. The data source for these lines is different from other declaration lines, since losses are retrieved from a separate register that tracks how much has been carried into the current year. These lines are separated into their own type for clarity and to reflect their specific source of information.
g) Comment Line Type
This type provides a simple text field where notes can be entered. It does not affect calculations or formulas but allows users to keep clarifications, explanations, or remarks related to a particular declaration year. The comments remain stored for reference in the future.
h) Query Line type
It defines how a line in the tax declaration template behaves.
It determines:
How the line gets its value (manual entry, formula, or query).
Whether limits apply (fixed threshold, percentage, etc.).
Whether the balance can be carried forward to future periods.
Whether it is just a helper (heading, group, comment) or part of the declaration calculation.
Rules of limitations and carry-forward tab will set how much expense/credit is allowed now, how it’s calculated, and if excess can be carried forward.
Use Deduction Limitation Rules-Turn on limits for this line.
Lower Threshold-Minimum amount before limit applies.
Limitation Calculation Method-Fixed amount or % of income.
Limitation Percent-% limit (fixed or formula-based).
Base / Base Amount-The figure used to calculate the limit.
Actual Expense Amount-Original expense from transactions.
Data Source Dimension-How data is grouped (e.g., by rate).
Return Line Amount Filling Rule-Report allowed, excess, or both.
Special Rounding Rules-Round numbers for excess.
Carry Forward Expenses-Save excess for future periods.
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