The reporting of gifts eligible for tax deduction for the previous year must be registered in Solidus CRM by 10 January at 13:00. Every year, several organisations are contacted by donors who discover errors or omissions in the reported amount, or donors who were not tax reported but want their gifts to be reported.

During the correction rounds, you have the opportunity to register new amounts, correct incorrect amounts, or add new donors with national identity numbers so that their gifts can also be reported, even if they were not reported in earlier rounds.

Common errors:

Missing amount

If an amount is missing, you can register it manually afterwards. If the payment came in via Vipps, we recommend uploading the settlement report. Read more: Vipps Settlement Report. To register a new amount manually, we recommend doing this via Skatteinnberetning - Oversikt Skatteinnberetning - Ny innbetaling, as this module automatically selects a date in the correct tax year. Enter the national identity number, and the rest will be filled in automatically if the contact already exists in the system. If it is a new contact, you must enter the remaining information manually.

Amount registered too high

It is not possible to make changes to the payments that have already been registered for tax reporting (red lock). If the amount is too high, you can register a negative amount to correct it (minus sign before the amount). We recommend creating manual changes via Skatteinnberetning - Oversikt Skatteinnberetning - Ny innbetaling, as this module automatically selects a date in the correct tax year.

Amount registered to the wrong person

It is not possible to make changes to the payments that have already been registered for tax reporting (red lock). To correct this, you must create a payment on the contact where the amount was registered incorrectly that is identical to the incorrectly registered payment, but with a negative amount (minus sign before the amount), and then a payment with a corresponding positive amount on the contact the payment should be transferred to. We recommend creating manual changes via Skatteinnberetning - Oversikt Skatteinnberetning - Ny innbetaling, as this module automatically selects a date in the correct tax year.

Amount registered to the wrong project

It is not possible to make changes to the payments that have already been registered for tax reporting (red lock). To correct incorrectly registered payments, you must create a payment identical to the incorrectly registered payment, but with a negative amount (minus sign before the amount), and then a payment with a corresponding positive amount on the correct project. This change often needs to be made via Daglig Arbeid - Innbetalinger if one of the projects is not registered for tax deduction. Make sure both payments are registered in the correct tax year.

Missing national identity number or name

If the contact is missing a national identity number or name, the amount will not be reported. You can run an Adressevask if you have the national identity number but are missing the name. It is not possible to retrieve the national identity number automatically; the donor must provide this themselves. You can add the national identity number or name under Daglig arbeid - Kontakter.

Duplicate

A duplicate is when two or more contacts have been created in the system for the same person. Sometimes the two contacts have different information, for example one may have payments registered but no national identity number, while the other has a national identity number but no payments. In this case, the contact will not receive tax deduction.

Go to Daglig arbeid - Dobbeltbehandling to see all contacts in the system that we suspect may be the same person, and merge them so that all information for the person, such as national identity number, payment agreements and payments, is registered on the same contact. Read more here.

Payment registered in the wrong year

Many people forget to set the "payment date" when registering amounts manually in the system. Make sure the "payment date" is registered in the correct year. We recommend registering new amounts via Skatteinnberetning - Oversikt Skatteinnberetning - Ny innbetaling as this module automatically selects a date in the correct tax year. If you have a payment that is registered in the wrong year, you can go to Daglig arbeid - Innbetalinger, find the payment and change the date to the previous tax year.

Amount to be transferred between spouses

It is permitted to transfer amounts between spouses. Especially in cases where one spouse has paid above the tax deduction limit (25000), many ask to have the remaining amount transferred to the spouse.

To register this, you must create 2 new payments. The first payment is registered on the spouse with the amount to be transferred. The new payment must have a negative amount (minus sign before the amount), corresponding to the amount you want to transfer. Then you register a normal positive amount on the other spouse. Make sure both payments are in the correct tax year.

Forgot to confirm the change in the correction rounds

In the correction rounds, all changes must be confirmed. If the change is not confirmed, the payments will not be sent to the Tax Administration. Go to Skatteinnberetning - Oversikt Skatteinnberetning and confirm the changes before the deadlines 20 February/May.

Here is important information about the correction rounds for reporting gifts eligible for tax deduction:

Correction round 1

From 21 January you can register any corrections from the main round. The deadline for correction round 1 is 20 February at 13:00. Corrections here will automatically be included in the donor’s pre-filled tax return.

Correction round 2

From 2 March you can register any new corrections. The deadline for correction round 2 is 20 May at 13:00. Corrections in correction round 2 are not included in the pre-filled tax return.

The donor must enter the amount themselves in their tax return. The gift must be registered to the organisation that is registered as the tax reporter, and in many cases this is a parent or umbrella organisation. If the donor manually registers the gift in their tax return, they will often be told by the Tax Administration that the gift is not registered with the Tax Administration. This is correct. We therefore recommend waiting until a new annual statement has been sent out.

Gifts registered in correction round 2 are reported to the Tax Administration after correction round 2 is over. When the donor’s tax settlement is corrected by the Tax Administration during the summer, the gifts registered in correction round 2 will be included. Remember to register the gifts in the correct year, and to confirm all changes.

All corrections in Correction round 1 and Correction round 2 must be confirmed in order to be reported. This is done under Skatteinnberetning - Oversikt Skatteinnberetning.

When the changes in the correction round have been confirmed and the correction round has been fully reported (after 20 May), an updated annual statement is sent out to the donors affected by the changes.

It is possible to register changes up to 3 years back in the tax return, as long as the change has been submitted. Solidus does not have the ability to submit tax returns for previous tax years.

Deadlines and reporting rounds

• 1 - 10 January at 13:00:
  Amounts shown here by the deadline will be reported to the Tax Administration automatically.

• 11 - 20 January:
  Amounts under the main round are reported and annual statements are sent out. No changes can be made for payments in the reporting year during this period.

• 21 January - 20 February at 13:00 (Correction round 1):
  Changes can be made to payments in the reporting year. Corrections will appear as new payments in either positive or negative amounts. All corrections must be confirmed in order to be reported. Changes in Correction round 1 are automatically included in the contact’s tax return.

• 21 February - 1 March:
  Amounts under correction round 1 are reported and new annual statements are sent out. No changes can be made for the reporting year.

• 2 March to 20 May at 13:00 (Correction round 2):
  Changes can once again be made to payments in the reporting year. All corrections must be confirmed in order to be reported. Changes in correction round 2 are not automatically included in the contact’s tax return. The contacts must register changes in their tax return themselves. Correction round 2 is reported to the Tax Administration after the round is over.