General picture of Tax Debts

This section helps you to see an aggregated view of all your clients' tax debts.

Tax Debt Details

To display the first information you need to select a customer and then click on "Sync".

Once the Debt synchronisation is correctly completed, the tables are displayed:

• Debts Out of Arrangement
• Debts in regulation
• Aggregated picture of Individual Outstanding Debts In/Out of Regulation
• General Data and Dose Analysis

Outstanding/ in-regulation and maturing/ maturing debts

The amounts are shown in the table "Debts Out of Adjustment":

• Non-overdue balance of debts
• Overdue balance of debts
• Surcharges, Interest, Fees
• Total Amount of debts in default

The amounts are shown in the table "Debts in Adjustment":

• Total Adjustable Principal Amount
• Adjustable Surcharges, Interest, Fees
• Total Adjustable Amount
• Total Amount Due

Aggregated picture of Individual Outstanding Debts In/Out of Regulation

Above this table you are asked to select the debt view, in or out of arrangement.

After your selection, the corresponding table with the aggregated picture of debts is displayed.

The table "Debt Aggregation Screen" shows the data:

• TAX OFFICE
• Type of tax
• Source :
• Year of manufacture
• Date of confirmation
• Original confirmed
• Balance not overdue
• Long-term balance
• Surcharges, Interest, Fees
• Total amount owed
• TPO outflow
• Dose analysis

In the field "TPO Version" by selecting "Identity" the Debit Identity details are displayed.

In the Debt ID table there is the option to Print and Save in PDF format of the specific debt.

In order to display the Overdue/Non-overdue debts you must press the corresponding button.

The Debts tab displays 4 tables with the debts that have expired and the debts that will expire in the current month.

The "Debts" tab shows the tables:

• Settled debts not overdue
• Settled arrears
• Non-regulated debts not overdue
• Out-of-schedule debts overdue

The "Debt" tables show the data:

• Type of tax
• Identity of Debt
• Date of Certification
• Original confirmed
• A/N
• Deadline
• Dose balance
• Surcharges, Interest, Fees
• Total Balance

General Data and Dose Analysis

By selecting Debt from the "Installment Analysis" field, you will see the Type/Type of Tax, General Installment Data and the Installment Plan Details of the Debt.