Using SRU Files for Tax Filing

Skatteguru allows you to export your K4 form data into an SRU (Standardiserat Räkenskapsutdrag) file. This format is accepted by Skatteverket and can save you significant time by avoiding manual data entry.

Follow these steps to download your K4 data as an SRU file:

If your SRU file has 300 sales or fewer, the quickest method is to import it directly in Skatteverket's income tax declaration e-service.

1

Log in to Skatteverket

Visit Skatteverket.se using BankID or e-identification.

2

Go to Income Tax Declaration

Navigate to your income tax declaration (Inkomstdeklaration).

3

Find K4 Form Section

In the Attachments ("Bilagor") section, locate Försäljning av värdepapper m.m." and click Importera (Import).

4

Select Your SRU File

Click Choose file (or "Välj fil") and select the SRU file you downloaded.

5

Complete the Upload

Follow the on-screen instructions (usually clicking Importera or Ladda upp) to finish.

6

Review and Submit

Crucial: Carefully review all imported data on Skatteverket's site before submitting your tax return.

Next Steps

After importing your SRU file, Skatteverket will automatically populate the K4 form fields with your data. Here's what to do:

1. Review all imported numbers carefully for accuracy
2. Verify that profits, losses, and acquisition costs match your records
3. Make any manual corrections if needed
4. Complete any remaining fields in your tax declaration
5. Submit your declaration when satisfied

If the direct import method fails, or Skatteverket says your BLANKETTER.SRU contains more than 300 sales, use Skatteverket's dedicated file transfer e-service ("Filöverföring"). This service accepts SRU files and processes them separately from your income tax declaration.

Understanding SRU Files

Skatteverket's filöverföring service requires two SRU files:

• INFO.SRU: Contains metadata about the SRU package and file creator/uploader (Skatteguru/Fysikum AB), not your K4 trade data. Download INFO.SRU
• BLANKETTER.SRU: Contains your actual K4 form data with your personal number, name, and trade information (downloaded from Skatteguru)

Step-by-Step Instructions

Next Steps

After uploading your files via filöverföring, Skatteverket will process your SRU files. Here's what happens next:

1. Wait for Skatteverket to process your files
2. Check your income tax declaration e-service for updated information
3. Your K4 data should appear pre-filled in the relevant form fields
4. Review all imported numbers carefully for accuracy
5. You may need to manually transfer some figures to the correct boxes if auto-fill doesn't work
6. Complete any remaining fields in your tax declaration
7. Submit your declaration when satisfied