The Tax Service of Ukraine has provided an explanation of when, in what format and how taxpayers can submit an audit report to the financial statements for 2020.
According to clause 3 of Article 14 of the Law of Ukraine “On Accounting and Financial Reporting” No. 996-XIV dated July 16, 1999 (Law No. 996), depending on the category of the business entity, financial statements together with the auditor’s report must be submitted by:
- enterprises of public interest (except for large enterprises that are not issuers of securities), public joint-stock companies, subjects of natural monopolies in the national market and business entities operating in extractive industries-no later than April 30 of the year following the reporting period must publish the annual financial statements and annual consolidated financial statements together with the audit report on their webpage (in full) and in other ways in cases defined by law;
- large enterprises that are not issuers of securities and medium-sized enterprises – no later than June 1 of the year following the reporting period, must publish the annual financial statements together with the audit report on their webpage (in full);
- other financial institutions pertaining to micro-enterprises and small businesses – no later than June 1 of the year following the reporting period, must publish the annual financial statements together with the audit report on their own webpage (in full).
As the STS notes, for the first time, the norm on mandatory submission of annual financial statements together with the auditor’s report is applied based on the results of the 2020 reporting year.
Please note, the annual financial statements for 2020 are submitted together with the auditor’s report no later than June 10, 2021.
At the same time, as the STS explains, XML files are used for generating and transmitting financial statements in electronic form, but the software for such generating electronic documents is chosen by the taxpayer independently and at its own discretion (in particular, this can be the Information and Telecommunications System “Personal Account”).
At the same time, it is indicated that the “Correspondence with the STS” mode of the private part of the Personal account allows the payer to send an audit report in pdf format (limited to 2 MB) to the STS body along with a cover letter.
Thus, a business entity, through the private part of the Personal account, has the opportunity to send it to the controlling body no later than June 10 of the year following the reporting year:
- annual financial statements using the “Reporting input” mode
- auditor’s report together with a cover letter in pdf format (2 MB limit) using the “Correspondence with the STS” mode.
- from transactions of sale (exchange) of property, donation, income from which is not taxed according to Section IV of the TCU, is taxed at a zero rate and/or from which tax was paid during certification of agreements according to Section IV of the TCU;
- in the form of inheritance objects that are taxed at a zero tax rate and/or from which tax is paid according to clause 174.3 of the TCU.