The Tax Data Reporting (TDR) service is a solution built specifically to assist in transactional reporting in markets where the following submission requirements exist:
- Post distribution reporting of business document data
- Purchase invoice reporting
- Aggregated cash sales reporting (Point of Sales systems or other non-invoice transactional sales)
This service is designed to enable reporting of data which is disconnected from the business document distribution. This enables us to deliver a process where the reporting, and any required amendments thereof, can occur separately from or in parallel to any exchange between business parties.
Table of Contents
1. Navigating to Tax Data Reporting Interface
TDR view is available on the left side on home page once logged in to Pagero Online. The TDR view is divided in three parts: Reports, Errors and Settings.
2. Reports
The Reports view will contain all your documents routing to and from Tax Data Reporting. Here you have numerous filters to help you organize the list of documents you wish to view. You can search for a specific document with a search box in the top-left corner. Additionally, you can narrow down the search results with a number of different filters such as date and time and status. Clicking the All Filters button will open even more filtering options.
The switch button on the right side, on the same row as All filters button will let you change the layout size and remove columns you have no use for.
When you wish to inspect your documents more closely, you'll only need to click the document. This will open a new window to the right side with more details regarding your document.
3. Errors
Every document that has any delivery or processing issues (i.e. missing mandatory data) will end up in the Errors view. Here you can filter and sort your documents with numerous different factors. You can search for a specific document with a search box. Additionally, you can use various filters to narrow down your search, such as date and type and report type. The All Filters button will open a new window to the right with even more different options for filtering.
You can adjust which columns you wish to see here by clicking the switch icon on the right side of Error page, on the same row as All filters button. This will allow you to change the layout size and remove columns you don't need.
Clicking on a document will open a new Details window to the right. Here you'll find more information on your document as well as the reason it has stopped in error.
4. Settings
In the settings-view you will find a number of options to tweak your company's baseline. Under the General settings you can define things such as your Tax country and VAT regime, usage of digital signatures, source formats and email notifications.
Receipt settings on the other hand will determine how rejections and approvals will be notified.