Skip to content
BranchesTags

Repository files navigation

Taxel

build status

Taxel provides a GUI and command line interface (CLI) to generate the electronic balance sheet (eBilanz) in the XBRL format.

Taxel mockup

Generate a report in the XBRL standard with tax and accounting data; validate and send the XBRL document to the tax authorities.

Supported features:

  • eBilanz

What is eBilanz?

eBilanz (short for Elektronische Bilanz) is the electronic transmission of the company balance sheet and P&L in a standardized format (XBRL) to the tax authorities in the context of tax declaration.

Taxel GUI

Install Taxel GUI

Prebuilt binaries and releases are not provided in this repository. Releases will be published in the taxel-releases repo.

Usage

  1. Create new report
  2. Search for ID genInfo.report.id.reportElement in the GCD report section, and select the relevant report elements (e.g. balance sheet and income statement)
  3. Fill out GCD and selected report sections
  4. Validate report
  5. Send report (the report is sent to the respective tax authority, based on the 13-digit tax number in the GCD section).

Instead of creating a new report, you can also load an existing report via button Import report. However, the taxonomy of the imported report is preserved which might be outdated.

To import values from an existing report but using an up-to-date taxonomy, create a new report first. Then, import values of the existing report via button Import values.

Taxel CLI

Install Taxel CLI

git clone [email protected]:quambene/taxel.git
cd taxel

# Build and install taxel binary to ~/.cargo/bin
cargo install --path ./taxel-cli

Note: Run cargo install --path ./taxel-cli again to update to the latest version. Uninstall the binary with cargo uninstall taxel.

Usage

taxel [OPTIONS] [SUBCOMMAND]
OPTIONS:
    -h, --help       Print help information
    -V, --version    Print version information
        --verbose    Shows what is going on
SUBCOMMANDS:
    download    Download and cache an eBilanz taxonomy
    export      Export fact values from an xml file to a csv file
    help        Print this message or the help of the given subcommand(s)
    import      Import fact values from a csv file exported via `taxel export`
    merge       Merge fact values from one xml file into another
    new         Build a new, taxonomy-valid eBilanz xml file from scratch
    send        Validate and send xml file
    validate    Validate xml file

Examples

# Download and cache an eBilanz taxonomy
taxel download \
    --taxonomy-version 6.8 \
    --taxonomy-type core-fiscal

# Build a new, taxonomy-valid eBilanz xml file from scratch
taxel new \
    --start-date 2024-01-01 \
    --end-date 2024-12-31 \
    --taxonomy-version 6.8 \
    --taxonomy-type core-fiscal \
    --output-file "my_ebilanz.xml"

# Merge fact values from one xml file into another
taxel merge \
    --source-file "my_ebilanz_old.xml" \
    --target-file "my_ebilanz_new.xml" \
    --output-file "my_ebilanz_merged.xml"

# Export fact values from an xml file to a csv file
taxel export \
    --xml-file "my_ebilanz.xml" \
    --output-file "my_ebilanz.csv"

# Import fact values from a csv file exported via `taxel export`
taxel import \
    --xml-file "my_ebilanz.xml" \
    --csv-file "my_ebilanz.csv" \
    --output-file "my_ebilanz_imported.xml"

# Validate xml file
taxel validate \
    --tax-type "Bilanz" \
    --tax-version 6.8 \
    --xml-file "my_ebilanz.xml"

# Validate xml file and print confirmation as pdf file
taxel validate \
    --tax-type "Bilanz" \
    --tax-version 6.8 \
    --xml-file "my_ebilanz.xml" \
    --print "my_eBilanz.pdf"

# Send xml file to tax authorities
taxel send \
    --tax-type "Bilanz" \
    --tax-version 6.8 \
    --xml-file "my_ebilanz.xml" \

# Send xml file to tax authorities and print confirmation as pdf file
taxel send \
    --tax-type "Bilanz" \
    --tax-version 6.8 \
    --xml-file "my_ebilanz.xml" \
    --print "my_eBilanz.pdf"

Testing

# Run unit tests for taxel-cli
cargo test -p taxel-cli

# Run integration tests for taxel-cli (requires ERiC library)
cargo test -p taxel-cli --test '*' -- --test-threads=1

# Run external tests for taxel-cli (requires ERiC library and Elster certificate)
cargo test -p taxel-cli --release --test '*' --features external-test -- --test-threads=1

# Run unit tests for taxel
cargo test --lib -p taxel

# Run unit tests for taxel-py
cd taxel-py
pytest -v -m unit

Rust bindings and SDK for the ELSTER Rich Client (ERiC)

Rust bindings and SDK for ERiC were moved to https://github.com/quambene/eric-rs.

Changelog

The taxel repository contains multiple crates with separate changelogs:

About

GUI and CLI for the electronic balance sheet (eBilanz)

Topics

cliebilanzelstergui

Resources

Readme
AGPL-3.0 license
Activity

Stars

28 stars

Watchers

4 watching

Forks

3 forks
Report repository

Releases

Packages

Used by

Contributors

Languages