Understanding your CrossTax Submission Analysis

What is a Submission Analysis?

A Submission Analysis is a detailed document that provides a complete breakdown of your tax return data. This document helps you understand exactly how your VAT return was calculated and which transactions contributed to each box on your tax return.

Why It's Important

The Submission Analysis gives you:

• Transparency into how your tax was calculated

• A detailed audit trail for your records

• Confidence that all transactions have been properly categorized

• Supporting documentation in case of tax authority inquiries

How to access your Submission Analysis

1. After your tax return has been generated, go to My Transactions

2. Find the relevant tax return and click the three dots (⋮) menu. If your return hasn’t been submitted yet, it will be under “Active Tax Returns”. If it’s been submitted, you will find it under “Submitted Tax Returns”.

3. Select Download Submission Analysis

Understanding the structure

Your Submission Analysis is an Excel file with multiple tabs that vary depending on your tax return type. Here's what each tab typically contains:

Overview Tab

This tab provides a summary of your VAT liability and a breakdown of the types of transactions reported in your tax return. You'll see:

• Entity information: Your business name, VAT ID, and reporting period

• Country: The jurisdiction for this tax return

• Reporting currency: The currency used for the return

• VAT balance: The total amount payable or refundable

• Transaction summary: A breakdown by data source, showing transaction types, VAT rates, and amounts

EC Sales Tab (when applicable)

This tab appears when you have sales to VAT-registered businesses in other EU countries. It includes:

• Counterparty VAT numbers: The VAT registration numbers of your EU business customers

• Net values: The values of goods or services sold to each business

• Direction: Whether these are sales or acquisitions

• Nature of transaction: The type of supply (goods or services)

Tax Return Detail Tab

This tab contains the line-by-line breakdown of all transactions that make up your return. It includes:

• Transaction IDs: Unique identifiers for each transaction

• Transaction types: Categories like "Electronically supplied services," “Local Sale B2C”, "Zero-rated B2B sale," etc.

• Tax codes: The specific tax codes applied to each transaction

• Box values: How each transaction contributes to specific boxes on your return

Different types of submission analyses

CrossTax creates Submission Analyses for various tax obligations across over 90 countries. While the specific content and structure of your Submission Analysis will differ based on the type of return (such as standard VAT returns, OSS returns, Intrastat filings, or other jurisdiction-specific requirements), the overall concept remains consistent.

Each Submission Analysis provides the same core functionality: a complete breakdown of how your tax liability was calculated, which transactions contributed to each section of your return, and supporting documentation for your records. The specific tabs, transaction categories, and tax codes will vary depending on the requirements of each jurisdiction and return type.

Using your submission analysis for reconciliation

Your Submission Analysis is a valuable tool for reconciling your sales data with your tax obligations:

1. Compare with internal records: Check that all your sales channels are represented

2. Verify VAT rates: Ensure the correct rates are applied to each transaction type

3. Check transaction categorization: Confirm that transactions are properly classified

4. Review transaction summary: Compare the totals in your Submission Analysis against your original source data files to ensure all transactions have been properly processed

Need help understanding your Submission Analysis?

If you have questions about your Submission Analysis or need help interpreting the data:

1. Review the transaction details to understand how they relate to your business activities

2. Check our Help Center for guidance on specific transaction types

3. Contact Taxually's support team for personalized assistance