General Information about EC Sales List

You will find a general description of Managing Lists in the System in the chapter MONITOR General Information in the MONITOR Basics.

What Does This Procedure Do?

Companies that sell/deliver goods to customers in other EU countries must provide this information to Skatteverket (the Swedish tax authority). Skatteverket (the Swedish tax authority) must have received the EC sales list on the dates below. The dates refer to the month after the period on which the sale was made:

Paper/manual accounting - the 20th at the latest
Electronic accounting - the 25th at the latest

Thus, the date for the EC sales list is not the same as the date for the VAT report.

Under the Create tab you can print the basis for your EC sales list. The format of the printout follows the appropriate form issued by Skatteverket (Swedish tax authority) if you select list type Report, you can also display the EC sales list as a List. The EC sales list can also be exported to file.

It is possible to transfer the EC sales list to Skatteverket via Internet. The system will then create a semicolon-separated file that you can upload to Skatteverket (tax authority) www.skatteverket.se via their file transfer service. Make sure that the correct format (format number 221) is configured in the EDI Links procedure.

The information included in the report is based on the sales statistics taken from the invoice log. This log is updated when you print invoices.

The amounts that are reported Value of delivered goods are based on the invoicing of row type 1-2, that is part rows and additional order rows. Value of services is based on the invoicing of service rows. The invoice date determines to which quarter this information is reported. Triangular trade value per purchaser/receiver is now supported in MONITOR if you have checked the box Three-party trading under the Main tab in the Register Customer Order or Register Invoices Directly procedures.

Please see the printout samples for further descriptions of the report and list .

Conditions for EC Sales List

In order to obtain the values reported in the EC sales list, you must have registered the customers in the customer register that belong to EU countries with their respective VAT number, including the foreign country code. The VAT number always starts with the first two letters of the country code. For example, the VAT number of Swedish companies always start with "SE". You enter the customer's VAT number under the Address / Terms tab in the Update Customer or in the Settings list in the Customer List procedure.

Warehouse

If you use the supplement called Warehouse Management, you can choose to print the EC sales list for the desired warehouse.

Other Countries

Finland - An adaptation exists used to both print and export the Finnish EC sales list for VAT. This is made via the EDI link called "226 - Export EC sales list VAT (Finland)" in format group 200.
Estonia - An adaptation exists used to both print and export the Estonian EC sales list to file. This is made via the EDI link called "225 - Export VD" in format group 200.
Denmark - An adaptation exists used to both print and export the Danish EU-salg uden moms (EC sales list) to file. This is made via the EDI link called "228 - Export EC sales list - Denmark" in format group 200.

For further information about the country adaptations, please contact the support center at Monitor at +46 650 766 60, or by e-mail to support@monitor.se.

Window Functions

Read more about the Window functions under Window Functions in the MONITOR Basics guide.