Tax Refund subscriptions are services provided by Charge Point Operators in Denmark. By setting up a tax refund subscription plan, your company becomes a third-party service provider responsible for charge point maintenance, troubleshooting, approving meter readings, issuing tax refunds, and reporting to SKAT.

Create a tax refund plan

Select the type of plan

1. In Monta Hub, navigate to Customer Relations in the left-hand menu.
2. Click on Plans & Subscriptions.
3. Click the +Create a plan button in the top-right corner.
4. Choose Charge point plan.

Services

Fill out the fields and click Next. For Tax Refunds, you must tick the Offer electricity tax refund box.

• Plan name — the name of your subscription plan.
• Summary — a short description 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 — select On-site repair (send an installer to repair a charge point when required) or Charge point replacement (replace broken or malfunctioning hardware). As a service provider, you are responsible for hardware maintenance on all charge points in your plan.

Tax refund settings

Fill out the fields and click Next.

• Refund per kWh — the amount (in DKK) you refund the customer per kWh charged. You are responsible for following SKAT regulations when setting this amount.
• Refund is incl. VAT — if ticked, VAT will be shown in the calculation, receipt, and invoice. If left blank, VAT is not shown in the receipt or invoice, but the calculation is unchanged. The tax refund is always calculated as: kWh charged × payout per kWh = tax refund paid out.
• Instant payout per charge session — if enabled, the tax refund is transferred from your Operator Wallet to the charge point owner's Wallet immediately after each charge completes. Base this on your contract with the customer.
• Charge point state when subscribing — choose whether only connected charge points can subscribe (charge point already integrated with Monta) or also Passive charge points (not yet connected). Allowing Passive charge points lets you apply subscriptions before a charge point is connected to Monta.

Pricing & fees

Fill in the monthly subscription price and toggle on any additional fees you want to collect as a service provider:

• Monthly subscription price — price the customer pays per month, including VAT. Monta takes a commission at time of purchase per your contract.
• Transaction fee — X% of every charge price transferred to your Operator Wallet (excl. VAT, added on top). Example: 2% fee with 25% VAT → you receive 2.5% of the charge price.
• Start fee per charge — fixed amount per charge session (can apply to free charges too).
• Charge fee per kWh — fixed amount per kWh charged. Example: 1 DKK/kWh with 25% VAT → charged 1.25 DKK/kWh; for a 5 kWh charge you receive 6.15 DKK.
• Roaming transaction fee — X% of every roaming charge. Requires roaming to be activated on the charge point.
• Start fee per roaming charge — fixed amount per roaming charge session.
• Roaming charge fee per kWh — fixed amount per kWh on roaming charges.

When done, click Next.

Details & Settings

Fill out the remaining fields and click Create.

• Detailed description of your service — include types of services and your support channels.
• Terms & conditions — include who is eligible, how you provide support, payment terms, and cancellation policy.
• Contract URL — optionally link to a contract for the client to sign.
• Support email — your support contact for clients (not related to Monta Support).
• Publish plan in Marketplace — if published, end users can find and apply via Monta Charge. If not published, you apply subscriptions manually via Monta Hub (only for charge points under your Operator account).
• Supported charge point models — specify which brands and models you support. Consider SKAT requirements, hardware you can maintain, and charge point meter types.
• Subscription requires approval before activation — if Yes, you must manually approve each subscription before it becomes active. If No, subscriptions activate instantly.
• Subscription can be cancelled by the charge point owner — if Yes, customers can cancel themselves. If No, they must contact you to cancel.

Apply and approve

Once a tax refund plan is created and approved by Monta, it must be applied to individual charge points and then approved before it becomes active. For steps, see the Apply and Approve Subscriptions article.

Manage tax refunds

Tax refund subscriptions are managed the same way as other subscription types. For general management (editing plans, cancelling subscriptions, exporting data), see the Manage Plans and Subscriptions article. The sections below cover options specific to tax refunds.

Manually pay out a tax refund

If a customer is missing a tax refund, you can manually issue one.

1. Open the subscription in Monta Hub.
2. Go to the Electricity tax refund tab and click on Make a refund.
3. Input the number of kWh you want to refund.
4. Add a note explaining the reason for the manual refund.
5. Verify the calculation is correct and click Approve.

Manual payouts are limited to 100 kWh at a time to prevent errors and maintain security.

Compare issued tax refunds to performed charges

You can verify that tax refunds match the actual charges on the charge point. You must be the Operator of the charge point to see the charges table.

1. Open the Electricity tax refund tab of the subscription.
2. In the Tax refunds table, note the charge ID.
3. In the Charge sessions table, find the matching charge.
4. Click on the charge to open the charge summary page.

Refund a subscription purchase

1. Open the electricity tax refund plan and go to the Transactions tab.
2. Find the subscription purchase and click on the menu to select Refund transaction.
3. Select the percentage to refund and add a note.
4. Click Next, review the details, and click Refund.
   • The funds will be transferred from your Operator Wallet back to the client's Wallet.
   • The refund will appear in your Operator transactions.

View and export plan transactions

The following transaction types appear in the Transactions tab:

To view transactions: click Transactions, click on a transaction to open it and see details (type, date, VAT rate, etc.), and click Download receipt to get a receipt.

To export transactions: click Transactions, filter by a time period, then click Export to receive a CSV file by email.

Export plan subscriptions

1. Click on Subscriptions.
2. Click on Export.
3. A CSV file is sent to your email.

The export includes: subscription ID, state, next purchase date, active-at date, total amount, discount, number of purchases, customer name, team email, team owner details, and charge point model/brand/address.

Edit and update the plan

All plan updates are sent for approval to a Monta Customer Success Manager. If you want changes to apply to all existing subscribers, you must select that in the edit tool.

1. Click on Edit.
2. Make the desired changes in the fields.
3. Choose whether the changes apply immediately or on a scheduled future date (only future dates are allowed for scheduled updates).
4. Choose whether to apply to all subscribers or only new ones.
5. Click Submit and await approval. Once approved, the update takes effect immediately or on the scheduled date.