FadenDocumentation
Demo PLEN

IP Box reports

Reports

The workspace's yearly IP Box reports and generating a report for a chosen tax year.

Address in the app: /entrepreneurs/:entrepreneurId/reports

The IP Box reports window lists the yearly qualified-income reports, calculated from invoices and IP rights. Generate a report for a chosen year here and open it for review.

Regenerating recalculates everything except lines an accountant has edited or added manually.

What the window looks like

/entrepreneurs/:entrepreneurId/reports
The report list with the setup guide and generator.

Parts of the window

  1. Report setup guide

    A short three-step guide: review income in IP Box, set up the IP right in the invoice form, and review expenses. Links lead to IP Box and Expenses.

  2. Generate

    The Tax year field and the Generate report button. While it works the button shows Generating..., and an error appears below the field.

  3. Existing reports

    Each row shows the year, status (DRAFT or FINAL), the Pinned snapshot label (if the report is pinned) and when it was generated. The Open link takes you to the report. One year can have several rows.

Try it live

The demo runs in your browser on fictional data. Changes are kept only in this browser (localStorage).

How to

  1. Prepare the data

    Following the Prepare your IP Box report card, review income in IP Box and classify costs in Expenses.

  2. Generate a report

    Enter the Tax year and click Generate report. If a draft for that year exists, it is recalculated; a pinned report is not changed.

  3. Open a report

    Click Open in the report's row. The Report page describes the details.

  4. Fix data and regenerate

    After changing invoices, IP rights or expenses, come back and use Generate report again for that year.

Good to know

  • Warnings about missing data (e.g. invoices without an IP right, unclassified expenses) appear on the Report page, not in this list.

Limitations

  • In an archived workspace you only see the list of reports; the setup guide and generating are hidden.

See also