Create and submit e-reports
Creating and submitting e-reports is a 2-step process:
Create the e-reports: When you create e-reports, the transactions or batches of transactions that you add are uploaded to the accredited platform (PA—plateforme agréée).
Submit the e-reports: At the end of the report period, you submit the report or reports to the French government.
There are 3 types of e-reporting submissions: sales, purchases, and payments. Each type of submission is included in its own e-report, so you may need to create and submit up to 3 different e-reports for every submission period.
| Subscription | Company |
|---|---|
| Regional availability | France |
| User type | Business |
| Permissions | E-Reporting: List, View, Add |
Step 1: Create an e-report
You can add batches of transactions throughout the reporting period until you submit the e-report. After you submit it, you cannot edit the e-report or add transactions.
Switch to the French entity for which you want to create an e-report.
Go to Company > Admin > History and reports and select Add (circle) next to E-Reporting.
Enter a report name.
Select an e-reporting type. The option you select will determine which transactions are added to the report. Choose from the following:
Sales
Purchases
Payments
Enter the start date and end date for the report.
To ensure that all required submissions are included in e-reports, for each reporting type set the reporting period to start the day after the previous reporting period ends.
Select Continue.
If you enter a date range that overlaps with the date range of an already existing report, a message appears informing you. If this happens, select Go back and adjust the dates for the report you're creating.
Select Add transactions. Learn more about including e-reporting transactions in an e-report.
You can add batches of transactions throughout the reporting period until you submit the e-report. After you submit it, you cannot edit the e-report or add transactions.
Select Save to save the e-report without submitting it.
Review the transactions included in a batch
At any time before submission, you can drill down into the transaction batches you have added, and delete a batch if necessary.
You cannot delete a batch after you've submitted the e-report.
Switch to the French entity for which you want to submit an e-report.
Go to Company > Admin > History and reports > E-Reporting.
Find the e-report whose transactions and batches you want to view.
Select More actions > View at the end of the row.
In the Processing steps section, find the batch that you want to view and select the link in the Details column drill down into the batch.
Switch to the French entity for which you want to submit an e-report.
Go to Company > Admin > History and reports > E-Reporting.
Find the e-report whose transactions and batches you want to view.
Select View at the end of the row.
In the Processing steps section, find the batch that you want to view and select the link in the Details column drill down into the batch.
Step 2: Submit an e-report
Do not submit before the end of the period. After you submit, you cannot recall the report to add transactions.
Switch to the French entity for which you want to submit an e-report.
Go to Company > Admin > History and reports > E-Reporting.
Find the e-report that you want to submit.
Select More actions > View at the end of the row.
Select Submit to submit the e-report.
This option only appears when the e-report contains transactions to report and no errors are found.
Switch to the French entity for which you want to submit an e-report.
Go to Company > Admin > History and reports > E-Reporting.
Find the e-report that you want to submit.
Select View at the end of the row.
Select Submit to submit the e-report.
This option only appears when the e-report contains transactions to report and no errors are found.
