Link own template with Annual accounts workflow

Templates
1

Is it possible to link the data from one of our own templates in the Annual Accounts workflow?

2

Hi @svalais ,

Sorry for the delayed reply!

Just to clarify, are you asking whether it’s possible to include data (a result or a custom TP) from custom developed template in a Silverfin marketplace template?

If so, could you be a bit more precise on which marketplace template you want to link the data so we can have a look if something is feasible?

Thanks!

Kind regards,

Robin

3

Hi @robindeclercq,

We have for example in on own template the detail of the VAT boxes 54, 55, 56, 57, 59, 61, 62, 63 and 64.
This gives a total amount for codes 9145 and 9146.

Can we take these amounts in the marketplace template BE Annual Accounts disclosure 6.13 in case of VOL scheme?

This is only one example.

We will wait for you answer to analyze in detail what we need.

Thanks,

Sylvie

4

Hi @svalais ,

So if the respective Silverfin templates allow configuration there might be something possible, but looking at the VOL 6.13 example I notice this is probably not the case.

I’ll raise this with the appropriate team to validate how flexible the template is.

Keep you posted!

Kind regards,

Robin

5

Hi @svalais ,

So I checked with the responsible team, and indeed unfortunately we don’t allow that type of configuration for BE Annual Accounts yet. We have logged it as a feature request to open up the possibility for custom templates to push data to Silverfin templates.

Do note that for other BE packages like working papers or corporate tax there are already options available. I assume we’re going to implement it more or less the same way for Annual Accounts once this request gets approved and picked up.

Sorry if this was not the answer you were hoping for! But definitely keep you posted on future changes :+1:

Kind regards,

Robin