Prerequisites

It is not possible to combine multiple Reduction types (ROT, RUT, GREEN) on an invoice due to regulations in Sweden.
Reduction amount will only be calculated for invoice rows that have a value in Type of work in Next
When working with Tax reduction in combination with Revenue recognition - Chart of accounts needs to be configured so that all accounts starting with 3 (revenues) are marked as Work and/or Material. This is done in Next UI under Admin/Accounting/Chart of accounts
Most Next customers in Sweden perform jobs where tax reduction rules apply (ROT, RUT, Green technology). This could be on a daily basis or less frequently and it is therefore important to always consult the customer whether tax reduction should be supported in the integration.

Limitations

Quantity of recorded hours needs to be calculated by the integrator if the customer has not activated revenue recognition since this value is not stored in Next. Note that calculations should only be made for rows with an account marked as Work in the Chart of accounts.

How it works

Reduction type (ROT, RUT, Green) will be set on customer invoice level in field taxreductionid and Type of work (construction, electricity, cleaning etc) will be set on invoice row level e.g. in field taxreductionworktypeid

GET /customerinvoice/

GET /customerinvoice/{customerinvoice_id}/rows/

For each reduction type and type of work it is possible to register an external code corresponding to the code in the accounting system. The external code can be looked up in the Taxreductiontype and Taxreductionworktype endpoints by using id

GET /type/taxreduction/{taxreduction_id}

GET /type/taxreduction/{taxreduction_id}/worktypes

If revenue recognition is activated and customer invoices including tax reduction are handled, the customerinvoice/specification endpoint can be used as a basis for generating invoice rows in the accounting system with relevant tax reduction information such as Type of work, hours and amount. This is usually needed if the customers want to use built in support for applying for tax reduction to the Swedish tax agency. If revenue recognition is not activated it is the invoice rows that should be used.

GET /customerinvoice/{customerinvoice_id}/specification/

All tax reduction invoices will hold information about one or more property owner(s) and reduction amount for each person (corresponding to the information that can be found in the grid property owner in Next UI/Invoice/taxreduction). Note that the total amount for the property owners can differ from the total available amount. The information can be found by sending in the invoice id in the propertyowner endpoint and is needed when applying for reduction at the Swedish tax agency.

GET /customerinvoice/{customerinvoice_id}/propertyowner/

Property name, housing coop and apartment no can be found by looking up the customer id in the customer endpoint.

GET /customer/{customer_id}

%-level for the work type can be found by looking in the following endpoint:

GET /type/taxreduction/{taxreduction_id}/worktypes