How to use the Quarterly View

The Quarterly View shows your estimated contribution and the declaration calendar for the year. ๐Ÿ“Š

๐Ÿ“ Where to find it

Go to Freelancer Life โ†’ Social Security.

โš ๏ธ If you haven't set up your profile yet, a yellow notice with a Configure button appears at the top and the Declare buttons are disabled.

๐Ÿ“… Choose the year

Use the Year selector at the top of the page.

๐Ÿ—“๏ธ The annual calendar

The Annual declaration calendar shows the four quarters. Click a quarter to see its details. Each card shows the estimated monthly amount and its status:

What you see What it means
Provisional The quarter is still running. Amounts will change as you issue more invoices.
Opens in [month year] You can't declare it yet. Shows when the declaration period opens.
Declare The declaration period is open โ€” it's time to declare this quarter.
Declare โ€“ overdue The period has passed and you haven't marked it as declared. You can still open it and act.
View declaration You have already declared this quarter. Click to review the amounts.
Declared This quarter has been marked as declared.

๐Ÿ” Quarter details

Below the calendar, for the selected quarter, you'll find:

  • ๐Ÿ”— How the dates relate โ€” which invoicing period is used, when you declare it and which months' contributions it sets.
  • ๐Ÿงพ Quarter invoicing โ€” month by month, split into Services and Goods. Amounts are excluding VAT.
  • ๐Ÿ’ถ Monthly contribution โ€” the estimated amount to pay per month. You may see these labels:
    • Minimum (โ‚ฌ20) โ€” you pay the minimum monthly amount.
    • Cap reached โ€” you have reached the maximum amount.
  • ๐Ÿงฎ How we got to the monthly amount โ€” the step-by-step calculation.
  • ๐Ÿ“† Payment months โ€” the months you pay, always between the 10th and the 20th.
  • ๐ŸŽš๏ธ Voluntary adjustment โ€” a simulation to pay more or less.
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