On the Issue Self-tax Statement screen you can create a new self-tax statement. The screen is divided into three main sections: Header (1), Filter (2) and Result (3).
Within the Header (1) you can find a button that allows you to create a statement. There’s also a blue magnifier button that’s used to show and hide the Filter section.
The buttons within the Filter (2) section allow you to filter based on something specific like a Date range, Office, Supplier, Currency. Most of them are drop down menus where you can select your filters. The different options are described in the table below:
| Option | Meaning |
| Date range (From, To) | Allows you to filter your results based on the date of the operation |
| Office | Allows you to choose from which office the document was created |
| Client | Allows you to choose the supplier for which the document was created |
| Status | Allows you to choose the status of the document, you will have two options Self-tax statements or Without statement |
| Currency | Allows you to select the currency of the document |
After choosing the filters you want, you can use the grey magnifier button – , to apply your filters and get your Results (3) – these are all the documents based on your filter criteria that have a tax template that requires self-tax statement. The system will show you the results within a table with the following columns:
| Column | Meaning |
| Tax Template | Shows the tax template of the document |
| Type | Shows the type of document |
| Document Number | Shows the specific number for each document |
| Date | Shows the date on which the document was created |
| Accounting Date | Shows the date of accounting for each document |
| Account | Shows the account associated with every document |
| Self-tax statement | Shows the self-tax statement (if any) |
| Tax template statement | Shows the tax template statement |
| Currency | Shows the currency for every particular document |
| Amount | Shows the amount without taxes |
| Tax | Shows the tax based on the amount |
| Total | Shows the amount with taxes |
You can select one or multiple documents by ticking the check boxes on the left side of every line and then click the button in the Header for a new Statement. Once the action is completed, you will be able to see the number of the created self-tax statement in the respective column in the Results table. There is a More info 
icon next to that column that allows you to view and, if needed, edit the self-tax statement.
You also have a few extra buttons:
| Button | Mouse over text | Meaning |
|
More info | Shows you more information for the previous column, in this case the account file with aggregated information for this account |
 |
Filter on account or Filter on Company | Filters by account or Company and will only show you the statements for this particular account or company |
 |
More info | Opens more info for the document – its record |
If you want to see more information about your document in the Results section, there are check boxes that allow you to add more columns to the list of results:
| Column | Meaning |
| Company | The company which is registered in the system |
| Office | The office where the document was issued |
| Description | Shows the description of the statement (if any) |
| Comment | Shows the comment of the statement (if any) |
| Total | Shows the total amount in the selected currency |