Expand, partially dissolve or terminate Fiscal unity

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

With a Fiscal unity, all administrations (companies) are considered as one company for VAT purposes. A Fiscal unity often consists of a parent company (Holding) and one or more subsidiaries (operating companies). 

A Fiscal unity can only be expanded, partially dissolved or terminated by a user with the 'Back office' role in the domain. 

It may take several hours before the expansion, partial dissolution or termination of the Fiscal unity becomes available in the domain.

When expanding, partially dissolving or terminating the Fiscal unity, it is important to check the VAT returns in Yuki first. 

Have all VAT returns from all previous accounting periods (all years) been posted from the members of the Fiscal unity to the Fiscal unity?

Have all VAT returns from all previous VAT accounting periods submitted by the Fiscal unity been closed and sent to the tax authorities?

ATTENTION!

To expand, partially dissolve or terminate a Fiscal unity, the tax authorities must issue a decision.

A Fiscal unity can be changed from several places in Yuki:

• Click on the Switch domain icon above the navigation bar and then click on My domain. In the now-opened screen, click on the Fiscal unity button.
• Click on the Start icon in the navigation bar and then click on the My domain tile. Subsequently, in the now-opened screen, click on the Fiscal unity button.
• Click on the Settings icon in the navigation bar and then, in the now-opened screen, click on My domain. Subsequently, in the now-opened screen, click on the Fiscal unity button.
  
  

The following screen is opened:

Click on > in front of the Fiscal unity's 'main'administration line. The following screen is opened:

Expand Fiscal unity

Click on the Add administration button to expand the Fiscal unity with a new administration.

Data (such as start date and VAT number) must be entered for a member of the Fiscal unity.

Save the changes by clicking on the Save button.

Partially dissolve Fiscal unity

Change the start date to the start date of the modified new Fiscal unity.

Then click the cross behind the administration (Fiscal unity member) you want to remove from the Fiscal unity.

Save the changes by clicking on the Save button.

Terminate Fiscal unity

Remove the start date of the Fiscal unity and then remove all administrations (Fiscal unity members) from the Fiscal unity by clicking on the cross behind the relevant administrations.

Save the changes by clicking on the Save button.

ATTENTION!

If you wish to terminate the Fiscal unity during the year and VAT returns have already been filed, to be on the safe side you should first print these VAT returns and then delete them. Then terminate the Fiscal unity as described above.

After that, put the deleted VAT returns back into Yuki as originally submitted and then set the status of the VAT returns to 'Historical'.