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Use tax models
Use tax models
Rocío avatar
Written by Rocío
Updated over a week ago

In Holded, tax management and tax forms to make tax returns are found in the Accounting section. Therefore, to access any tax form, you must first click on the Accounting tab and then on the Tax section.

When you access the Tax section, you will find

  • the Tax Panel,

  • the table on the 303 model to follow the quarterly evolution of VAT, and

  • the Tax Summary table.

Now, if you want to work on a specific tax model, you have to:

  1. Access Taxes and in the Upcoming Taxes panel, click on the Show all button, located at the bottom of the panel.

    Please note that although the Upcoming Taxes panel indicates the models to be filed soon, you will also be able to access the models from there.

  2. Use the filters at the top of the list, as shown in the image below.

    By filtering by name, period or filing status you will quickly find the model you are looking for.

  3. After filtering, the models will be listed. To access the model, click on View model.

  4. Once in the model, complete and edit the fields you want. Remember that you can fill in the model step by step and check the Verified box in those sections that are finished. This way you will know how far you are from completing the model, for example.


On the other hand, if you want to activate a template, you have to:

  1. Click on the Settings button, located in the top right corner of the My Models panel.

  2. This will open a list with all the activated and deactivated models, as shown in the following image:

    From there, you will be able to search for the model you want to activate or deactivate, select the period depending on the frequency in which you make the declarations and activate or deactivate the model you want.

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