Manage Immediate Supply of Information (SII)

With B2Brouter, you can send SII records to the Spanish Tax Agency (AEAT), complying with the required format and technical specifications.

You can upload information to B2Brouter using two types of files: in XML format, following the specifications of the AEAT, or in CSV format, following the specifications of B2Brouter.

Once you have uploaded the files with the data from the records, the document is sent from B2Brouter, as it is connected with the AEAT. The sending can be configured so that it occurs automatically once the document of records has been imported to B2Brouter, or it can be done manually, sending all the recently imported records en masse, by just pressing a button.

Importing SII records to B2Brouter

Once you have generated one of the two abovementioned files with the information from the records you want to send to the AEAT, you have to import it into your B2Brouter account. To do this you have two options:

Automatic importing of the records

B2Brouter can be integrated with your management system. As a consequence, you can automatise the importing of the documents to your B2Brouter account to avoid having to do manual procedures. Here you can see the different integration options.

Manual importing of the records

You can also import the records manually from your B2Brouter account:

• Login to your B2Brouter account.
• Go to the Taxes section in the main top menu and then click on the SII option on the left side.

Once you are in the SII section, just below the main menu, the different log books that you have available to submit (Invoices issued, Invoices received, Collections, etc.) are activated:

• Access the log book from which you want to import the data.
• Use the option New and then Import.
• On the next page, use the Select File option to search your system for the document you want to import.
• Once selected, click on Import.

If the file has been generated correctly, the records will be uploaded and will appear with the status New on the list of records.

Send the records to AEAT

Once you have imported the document with the records, you have two ways to send it:

Automatic sending of the records

If you have configured the automatic sending of records, they will be sent to the AEAT just after being imported, without you having to do anything else.

To configure automatic sending:

• Use the gear option in the top of the screen and access to your Account settings.
• Access the section SII records.
• Click on the option Present imported records automatically.

Finally, save the changes by clicking on Save.

Manual sending of the records

If you prefer to consult the records imported to B2Brouter before sending them, this is also possible. This is the default sending method, so you do not need to configure anything. You simply have to send the document once the records have been imported:

• Once you have imported the records to B2Brouter, they will appear with the status New.
• At the top right of the list the option Send new records will be activated.
• Click on the option Send new records and all the imported records that appear with the status New will be sent.

Consult SII documents

To consult and manage the records filed with the Tax Agency, access the Taxes section in the main menu and click on SII. Then, a submenu is activated at the bottom, where you must access the log book you wish to consult.

Filter the documents

You can filter the documents using various parameters to obtain only the data you wish to consult:

• Open the Filters option at the top left of the record list.
• Use the different parameters to filter: date, status, etc.
• Finally, use the Apply option.

The filter is applied and only the records that meet the filtered parameters appear in the list.

Consult the documents

Once you have filtered the documents, you can open and consult each document separately by clicking on the number on the left side of the list.

If the list is very long, the records are spread over different pages. You can navigate between them via the bottom right-hand side.

Download SII record reports

Once you have imported the records to B2Brouter, you can download different types of reports that allow you to keep track of the imported documents — presented or rejected — and compare them with the information in your system or in the AEAT.

First, use the Filter option to select only the records from which you wish to download the report (see Filter the documents above).

Once you have filtered the records, at the top of the record list you will find the Export option, where you can select the report you wish to generate:

CSV file

A CSV file is downloaded with data from the filtered records. This report includes general information such as period, sender, receiver, etc., as well as the status of each record, verification code, etc.

Report

A file in CSV format is downloaded with all the information contained in each of the filtered records. In this case, there is no data on the current status or verification code of the record.

Grouped report

A file is downloaded in CSV format with grouped information of all filtered records, including the total of all amounts and taxes of the selected records.

Detailed report

A file in CSV format is downloaded with all the information contained in each of the filtered records. The difference with the normal report is that this one also includes the updated status of each record.

Select the report you want to generate and the document with the data is downloaded to your system.