The tax account in Kleer
This guide describes the Tax account page in Kleer (Bank > Tax account).
Here you see the status of the reading of the companyâs tax account and can control how the tax account is read. The manual is a complement to the manual on registering a representative (deklarationsombud) with the Swedish Tax Agency (Skatteverket).
Background and purpose
For the tax account to be reconciled automatically in Kleer, the account needs to be read at the Swedish Tax Agency. This can be done either through automated reading (when Kleer has been added as a representative at the Swedish Tax Agency) or through a manual reading with a personâs personal login. The readings are the basis for bookkeeping and reconciliation of the tax account.
At the top of the page you see the latest reading status, for example when the tax account was last read and with which representative, or that the tax account has never been read.
Automated reading
Under the heading Automated reading it is described how the tax account can be read on an ongoing basis without manual intervention. By adding Kleer as a representative at the Swedish Tax Agency, the tax account can be read automatically. All that is required is that the company gives the representative the permission Skattekonto, bara lÀsbehörighet (Tax account, read access only) at the Swedish Tax Agency.
When access has been activated, the tax account is read for the company and for other companies where the same person is a representative. A first reading usually takes between 5 and 30 minutes.
Manual reading
Under the heading Manual reading you can carry out a reading with your personal login, for example before the automated reading has had time to be activated.
- Click Carry out manual reading.
- The dialog that opens shows information about the access.
- Confirm by ticking the box I understand, but I wish nevertheless to carry out a manual reading this time.
- Click Carry out manual reading in the dialog to start the reading.
When a personal reading is active, it shows that the tax account is now being read with your personal login. The button is not available if there is already an active personal access.
Update the tax account
To force a new reading, you can use the Update Tax account button. A new reading fetches the latest events from the Swedish Tax Agency so that the tax account in Kleer is up to date.