Exporting information for the tax auditor


When the tax auditor asks you to provide them with an export of your accounting information, you can easily provide these files through the GoBD export in Sage Active.

Prerequisites
  • The City where your company is located is present in the Information tab of its settings.
  • The GoBD export notes field in the Legal obligations tab of your company’s settings contains the note you want to share with the tax authorities.
  • The fiscal years you want to export are closed.
If these prerequisites are not met, a message informing you about these prerequisites appears when you open the export screen.

To perform the GoBD export:

  1. Access Export to tax auditor.

    Reports and exports > Exports – Export to tax auditor

  2. Select the Fiscal years to export.
  3. Generate the export ( Generate ).
  4. Confirm the explanation message that appears.

The amount of time needed for the export to complete depends greatly on the number of entries, third parties and such in your company, as explained in the message you confirmed.

When the column Status in the grid is Generated, you can download a zip file containing all of the necessary export files through the  icon at the end of the row for your export. 


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