Template overview investement deduction

Templates
1

Hi all, we are currently developing a new template in Silverfin to provide an overview of the investments listed in annex 275U.
For each investment, we want to display:

  • The acquisition value
  • The applicable investment deduction percentage
  • The calculated amount of the investment deduction

I’ve already created a code that lists the investments and their acquisition values. However, I’m not sure how to include the deduction percentage and the calculated amount for each investment.

Below is the code I have created so far:

´´´
{% assign bereik = period.accounts | range: “21,22,23,24”%}
Nieuwe investeringen - Investeringsaftrek
{% for account in bereik %}
{% for detail in account.details %}
{% if detail.custom.investment_deduction == true%}
{{detail.date }} - {{ detail.custom.title }} - {{ detail.custom.value |currency }} - {{ detail.type_investment_inputs }}
{%endif%}
{% endfor %}
{% endfor %}‘’’

I’d appreciate any examples, ideas, or best practices to help move this forward. Thanks in advance!

2

Hi @Cathy and welcome to the Silverfin Developer Community!

I’ve passed your question along to the team maintaining this specific template and they will get back to you here with some guidance.

Kind regards
Romy

3

Hi @Cathy,

Apologies for the delayed response!

Below is an updated version of your existing code with a few enhancements:

  • Refined the bereik range syntax
  • Added a bordered table for improved readability
  • Included a conditional check: {% if account.results.type == "investment_deduction" %}
{% assign bereik = period.accounts | range:"21__24" %}

<table class="usr-width-100 usr-bordered">
  <thead>
    <tr>
      <th class="usr-width-25">Date</th>
      <th class="usr-width-25">Title</th>
      <th class="usr-width-25">Amount</th>
      <th class="usr-width-25">Type of investment</th>
    </tr>
  </thead>

  <tbody>
    {% for account in bereik %}
      {% if account.results.type == "investment_deduction" %}
        {% assign details = account.details %}
        {% for detail in details %}
          <tr>
            <td>{{ detail.date }}</td>
            <td>{{ detail.title }}</td>
            <td>{{ detail.value |currency }}</td>
            <td>{{ detail.type_investment }}</td>
          </tr>
        {% endfor %}
      {% endif %}
    {% endfor %}
  </tbody>
</table>

Adding the deduction percentage and calculated amount is trickier, since those are calculated in the 275 U template.

Are you still planning to build this custom template?

Kind regards,
Benjamin

4

Hi Benjamin,

Thanks for the update!

Yes, we are still planning to build this custom template. We’d like it to include the applied investment deduction and, if possible, the calculated amount as well. Could you help us with that?

Kind regards,

Cathy

5

Hi Cathy,

I’ve expanded the code above to also include the following logic:

  • Included the be_ct_current shared part to always have the latest percentages for each bookyear (make sure to also link this shared part in the created reconciliation template)
  • Added logic to link the detail.type_investment to the correct percentages from be_ct_current
  • Added logic to calculate the investment deduction amount
{% comment %}Include the be_ct_current shared part to always have the latest percentages for each bookyear{% endcomment %}
{% include "shared/be_ct_current" %}

{% comment %}Add account range for investment deduction accounts{% endcomment %}
{% assign bereik = period.accounts | range:"21__24" %}

{% comment %}Add logic to get the percentages and investment deduction amounts{% endcomment %}
{% for account in bereik %}
  {% if account.results.type == "investment_deduction" %}
    {% for detail in account.details %}
      {% assign investment_deduction_results_values_array_from_2025 = "fixed_assets_business_activity|digital_fixed_assets|production_renewable_energy|emission_free_vehicles|eco_friendly_investments|patents_option_value|research_and_development_onetime|research_and_development_spread|seagoing_vessels" | split:"|" %}

      {% for type_investment in investment_deduction_results_values_array_from_2025 %}
        {% capture investment_deduction_percentage %}investment_deduction_percentage_{{ type_investment }}{% endcapture %}
        {% case type_investment %}
          {% when "fixed_assets_business_activity" %}
            {% assign [investment_deduction_percentage] = fa_sust_pct %}
          {% when "digital_fixed_assets" %}
            {% assign [investment_deduction_percentage] = dig_fa_pct %}
          {% when "production_renewable_energy" %}
            {% assign [investment_deduction_percentage] = prod_ren_energy_perc %}
          {% when "emission_free_vehicles" %}
            {% assign [investment_deduction_percentage] = emiss_free_perc %}
          {% when "eco_friendly_investments" %}
            {% assign [investment_deduction_percentage] = other_eco_friendly_perc %}
          {% when "patents_option_value" %}
            {% assign [investment_deduction_percentage] = patents_perc %}
          {% when "research_and_development_onetime" %}
            {% assign [investment_deduction_percentage] = eco_friendly_inv_RD_one_t_perc %}
          {% when "research_and_development_spread" %}
            {% assign [investment_deduction_percentage] = eco_friendly_inv_RD_spread_t_perc %}
          {% when "seagoing_vessels" %}
            {% assign [investment_deduction_percentage] = pct_sea_vessels %}
        {% endcase %}
      {% endfor %}
    {% endfor %}
  {% endif %}
{% endfor %}

{% comment %}Create table{% endcomment %}
<table class="usr-width-100 usr-bordered">
  <thead>
    <tr>
      <th class="usr-width-12">Date</th>
      <th class="usr-width-20">Title</th>
      <th class="usr-width-20">Amount</th>
      <th class="usr-width-20">Type of investment</th>
      <th class="usr-width-8">Percentage</th>
      <th class="usr-width-20">Investment Deduction</th>
    </tr>
  </thead>

  <tbody>
    {% for account in bereik %}
      {% if account.results.type == "investment_deduction" %}
        {% for detail in account.details %}
          {% capture investment_deduction_percentage %}investment_deduction_percentage_{{ detail.type_investment }}{% endcapture %}

          <tr>
            <td>{{ detail.date }}</td>
            <td>{{ detail.title }}</td>
            <td>{{ detail.value | currency }}</td>
            <td>{{ detail.type_investment }}</td>
            <td>{{ [investment_deduction_percentage] | percentage }}</td>
            <td>{{ detail.value*[investment_deduction_percentage] | currency }}</td>
          </tr>
        {% endfor %}
      {% endif %}
    {% endfor %}
  </tbody>
</table>

Feel free to reach out if you need more guidance or a further explanation of the code!

Kind regards,
Benjamin