To follow up on Advance Payments, you can use the task template below.
Task schedule
Since the deadline (per quarter) of the advance payment depends on the end date of the relationship's fiscal year we will use a schedule, where the line types are of type "Relative to fiscal year end date")
Please note that modifying, or experimenting with a task schedule may result in duplicate tasks. If you want to modify at task schedule that is already in use, we recommend creating a new task schedule or duplicating the existing one, and making the modifications in this new schedule. You can filter by task schedule in AdminPulse's task screens to remove any duplicate or unwanted tasks.
Subtasks
- Request documents
- Calculation (and possibly simulation / check)
- Mail to customer (in which you state the amount due)
Some subtasks use an e-mail template where you can request additional information from the customer, or forward additional information. These tasks are of the type "e-mail".
Example of such an e-mail :
Dear {relationOrContact.firstName},
We kindly request to make the following advance payment :
- Amount : {Bedrag} EUR
- Structured message : {relation.structuredMessagePrepayment}
Due : {task.deadline} To :
- BE61 6792 0022 9117
- Collection centre - Advance Payments Department
- Avenue Roi Albert II 33,1030 Brussels
More info: https://finance.belgium.be/en/enterprises/corporation-tax/advance-payments
Kind regards,
{task.assignedto_OR_user.name}
Fields
A number of additional input fields were provided within the task so that you can structurally complete certain data in the task. These input fields can be used in the email templates to communicate through to the customer
- Fiscal year end is provided as a predefined relation field, so you can easily see the fiscal year of the relation in the task overview
- Amount was provided as an input field to indicate how much the customer should transfer.
Task overview
The task template can easily be used as a filter in the task view, where you can also choose to show the configured fields.
For more information see : https://finance.belgium.be/en/enterprises/corporation-tax/advance-paymentshttps://financien.belgium.be/nl/ondernemingen/vennootschapsbelasting/voorafbetalingen
Import task template
It is possible to download the task template from attachment (bottom) of this article to import into your AdminPulse and where the above things (main task, subtask, email template, task schedule and fields) are already applied. You can still modify this after this to suit your needs.