1. Introduction
Tax Refund subscriptions are services provided by Charge Point Operators in Denmark.
If you decide to set up tax refund subscription, you will become a 3rd party service provider. As a service provider, your company becomes responsible for the charge point and it will be managing the charge point maintenance, troubleshooting, approving charge point meter readings, issuing tax refund and reporting to SKAT.
2. Create a Electricity Tax Refund Plan
2.1. Select the type of plan
- In Monta Hub, navigate to Customer Relations in the left-hand menu
- Click on Plans & Subscriptions
- Click the +Create a plan button in the top-right corner
- Choose Charge point plan
2.2. Fill in the details
Complete the process by filling out all the required fields. Below you can find detailed explanations of each field per section.
For Tax Refunds, you must tick the Offer electricity tax refund box to add it to the plan as a service.
Services
Fill out the fields and click Next.
See the list of fields
| Field | Description | Note |
|---|---|---|
| Plan name | The name of your subscription plan. | |
| Summary | Short summary of the services you are offering. | |
| Offer tax refund | Tick this box to add tax refund as a service to the plan. | |
| Type of service | If you select On-site repair you have to send an installer to repair a charge point when this is required. If you select Charge point replacement you have to replace a charge point that is broken or malfunctioning in some way. | As a service provider, you take responsibility for the charge points under your subscription plan. Therefore, you must provide hardware maintenance to the charge points you support. |
Tax refund
Fill out the fields and click Next.
See the list of fields
| Field | Description | Note |
|---|---|---|
| Refund per kWh | Amount of DKK you are going to refund the user for each kWh charged. | As a tax refund provider it is your responsibility to follow the legal regulations and make a decision on how much you want to refund your customers. |
| Refund is incl. VAT | If you tick this on, VAT will be shown in the calculation, the receipt and it will be reflected in your invoice. If you leave it blank, this will not change the tax refund calculation, but VAT will not be shown in the receipt or in your invoice. | As a tax refund provider it is your responsibility to follow the legal regulations of paying tax refund inclusive of exclusive of VAT. Please note that whatever you select does not change the calculation in the Monta system. Tax refund is always calculated as: kWh charged X Payout per kWh = Tax refund payed out |
| Instant payout per charge session | You can select to instantly transfer the tax refund after the charge is completed. This will take the funds from your Operator Wallet and transfer them to the Wallet of the charge point owner. | We recommend to base this decision on the contract with your customer. If you state that you provide instant tax refund, then you should select the instant option. |
| Charge point state when subscribing | If you only allow connected charge points to subscribe, and your plan is on the Marketplace, users cannot see your plan until they have connected their charge point to Monta. Allowing Passive charge points to subscribe means that the charge point has not been connected to Monta yet. | Allowing only connected charge points to subscribe can make it easier for you, as the charge point is most probably already operational and you just need to approve the subscription. We recommend to allow Passive charge points, if you are only going to be applying the subscription to charge points under your Operator. This way you can apply the subscription before you even connect it to Monta. |
Pricing & fees
Fill out the fields:
- if you want to add any additional fees, click on the corresponding toggle and fill out the extra fields
- Starting and Charge fees can also be applied on free charges. If you enable that, you will collect a fee, even when the EV driver does not pay the charge point owner for the charge
- when you’re done, click Next
See the list of fields
| Field | Description | Note |
|---|---|---|
| Monthly subscription price | This is the price the customer will pay per month, including VAT. | Monta gets commission (a small fee depending on your contract) of the monthly plan price at the time of purchase. Different rates may apply, according to your contract with Monta. |
| Transaction fee | X% of the price of every charge on a charge point with this subscription will be transferred to your Operator Wallet. This is your Operator cut, as a service provider to this charge point. | This fee does not include VAT. It is added on top of the fee. If you input 2% fee, when there is 25% VAT, the Team will be charged 2,5% of the charge price. Example: – Price for charge is 100 DKK Additional fee % is 2% You will receive 2,5 DKK |
| Start fee per charge | The absolute amount of every charge on a charge point with this subscription will be transferred to your Operator Wallet. | Start fees can also be applied on free charges. If you enable that, you will collect a fee, even when the EV driver does not pay the charge point owner for the charge |
| Charge fee per kWh | The absolute amount of every charge on a charge point with this subscription will be transferred to your Operator Wallet. It is calculated per kWh. This is your Operator cut, as a service provider to this charge point. | Start and Charge fees can also be applied on free charges. If you enable that, you will collect a fee, even when the EV driver does not pay the charge point owner for the charge. This fee does not include VAT. It is added on top of the fee. If you input 1 DKK fee, as there is 25% VAT, the Team will be charged 1,25 DKK per kWh. Example: Charge is for 5 kWh Charge fee is 1 DKK/kWh You will receive 6,15 DKK |
| Roaming transaction fee | X% of the price of every roaming on a charge point with this subscription will be transferred to your Operator Wallet.This is your Operator cut, as a service provider to this charge point. | Fee is calculated the same as Transaction fee (see above).For this fee to be applied, it requires the charge point to have activated Roaming. It is applied only on charges that are performed on the charge point via a roaming platform. |
| Start fee per roaming charge | Absolute amount of every roaming charge on a charge point with this subscription will be transferred to your Operator Wallet. | |
| Roaming charge fee per kWh | Absolute amount of every roaming charge on a charge point with this subscription will be transferred to your Operator Wallet. It is calculated per kWh.This is your Operator cut, as a service provider to this charge point. | Fee is calculated the same as Additional fee kWh (see above).For this fee to be applied, it requires the charge point to have activated Roaming. It is applied only on charges that are performed on the charge point via a roaming platform. |
Details & Settings
Fill out the fields and click Create.
See the list of fields
| Field | Description | Note |
|---|---|---|
| Detailed description of your service | Detailed explanation of the offered services. | We recommend to include: – Types of services – Your support channels |
| Terms & conditions | Full terms of service of the plan. | We recommend to include: – Who is eligible – How you provide support – Payment terms and fees – Cancelation policy |
| Contract URL | You can include a link to a contract with the client, so they sign it right away. | |
| Support email | Email, where you clients can reach you. | This is a support email owned by you, as a service provider. It is not related to Monta Support. |
| Publish plan in Marketplace | If you select to publish the plan, end users will be able to see your plan and apply for it via Monta Charge. If you select not to publish the plan, you need to apply the subscription on the charge point via Monta Hub. | If you publish – Please note that there are Marketplace regulations. If you are not sure about them, please ask your Customer Success Manager. If you don’t publish – Please note that you can only apply subscriptions on charge points under your Operator account. |
| Supported charge point models | Here you specify which brands and models of charge points you support. | We recommend to select which charge point brands and models you support very carefully. Take into consideration: – SKAT requirements for charge points to receive tax refund- Which hardware you have the network and the knowledge to maintain – Charge point brand and models features, such as meter type. |
| Subscription requires approval before activation | If you select Yes, you need to manually approve the subscription, before it becomes active. If you select No, the subscription is instantly active and the customer starts receiving tax refunds straight away. | We recommend to base this decision on the contract with your customer. If you state that you provide instant tax refund, then you should select the instant option. |
| Subscription can be canceled by the charge point owner | If you select Yes, your customer can cancel the subscription by themselves. If you select No, your customer needs to reach out to you to cancel the subscription. | We recommend to review your cancelation policy in the contract you sign with your customers and make an educated decision, based on that. |
2.3. Apply and Approve
Similarly to other subscription plan types, any Electricity Tax Refund Plan must first be applied to charge points and then approved by users with Admin or Manager rights before it can be used. To learn how, see Apply and Approve Subscriptions . Once a plan is applied to a charge point, it becomes an active subscription.
3. Manage tax refunds
Tax refunds are managed just like any other subscription types. For general subscription management, see Manage Plans and Subscriptions. Below you can find additional options, that are specific to tax refunds.
Manually pay out a tax refund
If your customer is missing their tax refund, you can manually issue them a tax refund.
- Open the subscription in Monta Hub
- Go to the Electricity tax refund tab and click on Make a refund
- Input the amount of kWhs you want to refund
- Make a note why you are manually refunding the customer
- Make sure the calculation is correct and Approve
Compare issued tax refunds to performed charges
In Monta Hub, you can compare the tax refunds you have issued out to the charges, performed on the charge point. Please note that you need to be the Operator of the charge point in order to see the charges table.
- Open the Electricity tax refund tab of the subscription
- From the Tax refunds table you can see the id number of the charge
- In the Charge sessions table you can find the charge
- Click on the charge to see the charge summary page
Refund a subscription purchase
- Open the Electricity tax refund plan and go to the Transactions tab
- Find the subscription purchase and click on the menu to select Refund transaction
- Select what % you want to refund of the transaction and add a note
- Click on Next, review the details and click Refund
- The funds will be transferred from your Operator Wallet back to client’s Wallet
- You will be able to see the refund in your Operator transactions