{"product_id":"kvittningsavtal-kvittningsforklaring-b2b-2027","title":"Set-off Agreement \u0026 Set-off Declaration B2B 2026\/2027 – Claims, Evidence \u0026 Excel | Word\/PDF","description":"\u003csection class=\"mb-product-content\"\u003e\n\u003ch2\u003eSet-off agreement and set-off declaration – B2B templates for companies\u003c\/h2\u003e\n\n\u003cp\u003eDo two companies have \u003cstrong\u003eopposing invoices or monetary claims\u003c\/strong\u003e? This package helps you document \u003cstrong\u003evoluntary set-off by agreement\u003c\/strong\u003e, prepare a separate \u003cstrong\u003eunilateral set-off declaration\u003c\/strong\u003e, compare claim documentation, and follow up on balances and receipts. The templates apply to Swedish B2B claims and distinguish between a mutual agreement and a unilateral set-off objection.\u003c\/p\u003e\n\n\u003cdiv style=\"border:2px solid #207d8b;background:#eaf5f7;border-radius:12px;padding:19px 22px;margin:22px 0\"\u003e\n\n\u003ch3 style=\"margin:0 0 8px\"\u003e01. Package contents\u003c\/h3\u003e\n\n\u003cp style=\"margin:0\"\u003e\u003cstrong\u003e7 editable Word documents (DOCX), 7 corresponding searchable PDF files, and 1 Excel workbook (XLSX).\u003c\/strong\u003e A total of 15 files in a downloadable ZIP package. Five Swedish work templates, one Swedish guide, and one English user guide. 2027 edition according to Swedish law.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003cdiv style=\"border:2px solid #b8cdd8;background:#f3f8fa;border-radius:12px;padding:19px 22px;margin:22px 0\"\u003e\n\n\u003ch3 style=\"margin:0 0 8px\"\u003e02. What the files contain\u003c\/h3\u003e\n\n\u003cp style=\"margin:0\"\u003eWritten voluntary set-off agreement, unilateral declaration, balance specification, receipt journal, risk and accounting checklist, and an Excel register with nine tabs. The Excel shows arithmetic amounts and administrative controls but \u003cstrong\u003enever automatically determines whether a set-off is legal\u003c\/strong\u003e.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\n\u003ch2\u003eList of documents – all 15 files\u003c\/h2\u003e\n\n\u003cdiv style=\"overflow-x:auto\"\u003e\u003ctable style=\"border-collapse:collapse;width:100%;font-size:.93em\"\u003e\n\n\u003cthead style=\"background:#eaf2f4\"\u003e\u003ctr\u003e\n\n\u003cth style=\"padding:9px\"\u003eNo.\u003c\/th\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eContent\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003e01\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003e\u003cstrong\u003eSet-off agreement – B2B\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003eVoluntary agreement regarding two identified opposing claims.\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003e02\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003e\u003cstrong\u003eSet-off declaration – unilateral\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003eNotice of alleged unilateral set-off with check points and documentation.\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003e03\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003e\u003cstrong\u003eClaim appendix and balance calculation\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003eTwo claims, objections, payments, interest, and remaining amounts.\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003e04\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003e\u003cstrong\u003eNotification and receipt journal\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003eDispatches, receipts, objections, and evidence list.\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003e05\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003e\u003cstrong\u003eRisk and accounting checklist\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003eMutuality, authority, maturity, insolvency, VAT, and vouchers.\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003e06\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003e\u003cstrong\u003eUser Guide (SV)\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003ePractical workflow, legal limitations, and four test cases.\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003e07\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003e\u003cstrong\u003eUser Guide (EN)\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003eEnglish explanation of the Swedish document templates.\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003eDOCX + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003e08\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003e\u003cstrong\u003eExcel – set-off register 2027\u003c\/strong\u003e\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003eNine tabs: Dashboard, Claim A–B, Claim B–A, Set-offs, Objections, Evidence Journal, Control, References, and Read me.\u003c\/td\u003e\n\n\u003ctd style=\"border:1px solid #d4e1e6;padding:9px\"\u003eXLSX\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\u003c\/div\u003e\n\n\u003ch2\u003eWhat does set-off of claims mean?\u003c\/h2\u003e\n\n\u003cp\u003eIn a set-off, a counter-claim is used to fully or partially settle another claim between parties. There is no single general set-off act for \u003cstrong\u003ecivil law set-off\u003c\/strong\u003e; the conditions are primarily based on general legal principles and, in certain contexts, specific legislation. Mutuality between the \u003cstrong\u003esame legal parties\u003c\/strong\u003e, the existence of the claims, and their maturity dates are central control points for unilateral set-off.\u003c\/p\u003e\n\n\u003ch2\u003eThe difference between a set-off agreement and a set-off declaration\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eVoluntary set-off agreement:\u003c\/strong\u003e Both parties agree on which identified claims are to be settled and for what amount. The agreement should document the parties, original invoices, reconciliation date, set-off date, amounts, and what remains.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eUnilateral set-off declaration:\u003c\/strong\u003e One party notifies that they are asserting a set-off without a new express agreement. This requires a specific assessment of the right to set-off. A sent letter or a completed template \u003cstrong\u003edoes not automatically mean the set-off has gained legal effect\u003c\/strong\u003e. Any objections must be handled separately.\u003c\/p\u003e\n\n\u003ch2\u003eSet-off in bankruptcy or corporate reorganization\u003c\/h2\u003e\n\n\u003cp\u003eThe Bankruptcy Act (1987:672) contains special rules on set-off in \u003cstrong\u003eChapter 5, Sections 15–17\u003c\/strong\u003e. Among other things, the acquisition of a claim under certain circumstances may result in a ban on set-off. Recovery rules may also become relevant. In corporate reorganization, special provisions apply which must be examined individually. This standard package should therefore \u003cstrong\u003enot be used as independent decision-making support in insolvency cases\u003c\/strong\u003e.\u003c\/p\u003e\n\n\u003ch2\u003eHow does the set-off register in Excel work?\u003c\/h2\u003e\n\n\u003cp\u003eThe Excel workbook shows both original claims and their administrative settlement. It calculates an \u003cstrong\u003earithmetic ceiling\u003c\/strong\u003e corresponding to the lower of two manually entered amounts, but the user must separately assess the right to set-off. Only amounts that the user has manually registered and marked with the status \u003cstrong\u003eConfirmed\u003c\/strong\u003e are carried to the summary. An administrative value is not a legal approval, and a disputed claim must not be automatically registered as settled.\u003c\/p\u003e\n\n\u003ch2\u003eAccounting, VAT, and vouchers\u003c\/h2\u003e\n\n\u003cp\u003eSet-off does not replace the requirements for invoices or traceable accounting records. The original invoices may still need to be recorded and reported for VAT based on each business transaction. \u003cstrong\u003eSet-off is not automatically a price reduction, credit note, debt remission, or actual bank payment.\u003c\/strong\u003e Document the transaction with a voucher and have the accounting manager check for correct treatment.\u003c\/p\u003e\n\n\u003ch2\u003eHow to use the templates\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003eIdentify the two companies and check for mutuality between the same legal entities.\u003c\/li\u003e\n\n\u003cli\u003eGather invoices, agreements, payment history, and due dates for both claims.\u003c\/li\u003e\n\u003cli\u003eCheck for disputes, assignments, pledges, statute of limitations, and any insolvency conditions.\u003c\/li\u003e\n\u003cli\u003eSelect either a voluntary agreement or a unilateral declaration after an independent legal assessment.\u003c\/li\u003e\n\u003cli\u003eSpecify amounts, set-off date, and any remaining claims.\u003c\/li\u003e\n\u003cli\u003eDocument signatures, dispatches, receipts, and objections.\u003c\/li\u003e\n\u003cli\u003eEstablish the correct voucher and perform accounting controls.\u003c\/li\u003e\n\u003cli\u003eFill in the Excel with actual status – a set-off is never marked as confirmed automatically.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\n\u003ch2\u003eFrequently asked questions about set-off agreements\u003c\/h2\u003e\n\n\u003ch3\u003eCan two companies set off invoices against each other?\u003c\/h3\u003e\n\n\u003cp\u003eYes, under applicable conditions. In the case of voluntary set-off, the parties should document their agreement. Unilateral set-off requires a specific analysis of the right to set-off.\u003c\/p\u003e\n\n\u003ch3\u003eMust it be the same two companies?\u003c\/h3\u003e\n\n\u003cp\u003eMutuality is a central main prerequisite. Two different companies within the same group are not automatically the same legal entity.\u003c\/p\u003e\n\n\u003ch3\u003eIs it enough if the counter-claims have the same amount?\u003c\/h3\u003e\n\n\u003cp\u003eNo. The amount says nothing about the due date, validity, ownership, or legal impediments to set-off.\u003c\/p\u003e\n\n\u003ch3\u003eMay you set off against a disputed invoice?\u003c\/h3\u003e\n\n\u003cp\u003eThere may be objections that must be investigated. The template does not treat a disputed invoice as automatically eligible for set-off.\u003c\/p\u003e\n\n\u003ch3\u003eDoes Excel automatically calculate what the company is allowed to set off?\u003c\/h3\u003e\n\n\u003cp\u003eNo. Excel merely calculates an arithmetic proposal and an administrative residual amount after separate manual confirmation.\u003c\/p\u003e\n\n\u003ch3\u003eAre English set-off agreements included?\u003c\/h3\u003e\n\n\u003cp\u003eNo, the work templates are in Swedish. An English user guide is included.\u003c\/p\u003e\n\n\u003ch2\u003eRelated documents\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\u003ca href=\"\/en\/products\/avbetalningsavtal-betalningsplan-b2b-mall-2027\"\u003eInstallment agreement and payment plan B2B\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"\/en\/products\/fordringsoverlatelse-denuntiation-avtal-mall-2027\"\u003eAssignment of claims and denunciation\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"\/en\/products\/skuldeftergift-slutreglering-avtal-b2b-2027\"\u003eDebt remission and final settlement B2B\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"\/en\/products\/preskriptionsavbrott-fordringsbevakning-mall-2027\"\u003eInterruption of prescription and claim monitoring\u003c\/a\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003ch2\u003eOfficial legal sources\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www4.skatteverket.se\/rattsligvagledning\/edition\/2025.5\/331761.html\"\u003eSwedish Tax Agency – civil law set-off principles\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/konkurslag-1987672_sfs-1987-672\/\"\u003eBankruptcy Act (1987:672), particularly Chapter 5, Sections 15–17\u003c\/a\u003e\u003c\/li\u003e\n\n\u003cli\u003e\u003ca href=\"https:\/\/www.skatteverket.se\/foretag\/moms\/saljavarorochtjanster\/fakturering.4.58d555751259e4d66168000403.html\"\u003eSwedish Tax Agency – invoicing and accounting records\u003c\/a\u003e\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003csmall\u003e2027 edition. Internal AI-assisted document and legal source check conducted on October 20, 2026. No external lawyer, auditor, or accounting consultant has reviewed the files. The standard package is intended for Swedish B2B monetary claims and does not replace individual legal advice.\u003c\/small\u003e\u003c\/p\u003e\n\n\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55899009352022,"sku":"KVITTNING-B2B-2027","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/kvittningsavtal-kvittningsforklaring-2027-huvudbild.webp?v=1792477071","url":"https:\/\/mallbutiken.se\/en\/products\/kvittningsavtal-kvittningsforklaring-b2b-2027","provider":"Mallbutiken","version":"1.0","type":"link"}