(DEU) Set up GDPdU data export

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

In Germany, tax auditors are allowed by law to access and verify data digitally from the electronic bookkeeping process during the statutory archiving period. There are three different ways to access the data for the tax authorities:

  • Direct access

  • Indirect access

  • Surrender of data media

The principles for data access and testing of digital documents are also referred to as Grundsätze zum Datenzugriff und zur Prüfbarkeit digitaler Unterlagen (GDPdU). In Microsoft Dynamics AX, the surrender of data media can be performed by using the GDPdU data export methods.

Use the Data export definition groups form to create definition groups for tables from which to export data. The resulting data file can be sent to a tax auditor.

Create GDPdU definition groups

  1. Click General ledger > Periodic > Data export > Data export definition groups.

  2. Press CTRL+N to create a new line.

  3. In the Definition group and Name fields, enter the name and description for the GDPdU table.

  4. Press CTRL+S to save the record.

Create data export tables

  1. Click General ledger > Periodic > Data export > Data export definition groups. Select the required definition groups, and then click Data export tables to open the Data export tables form.

  2. In the Data export table and File name fields, enter a data export table name and a file name, respectively.

  3. Press CTRL+S to save the record and make the Data export fields available.

Create data export fields

  1. Click General ledger > Periodic > Data export > Data export definition groups. Select the required definition groups, and then click Data export tables to open the Data export tables form.

  2. Click Data export fields to open the Data export fields form, and select the tables and fields that contain the necessary GDPdU data.

  3. Double-click the table to use, and then click Next > to define the data export fields.

  4. Press CTRL+N to create a new line.

  5. In the Data export field and Description field, enter a name and description for the data to export.

  6. In the Table and Field fields, select the table and a field, respectively.

  7. Select the Primary key check box, if it is required.

  8. Repeat steps 3 through 6 to add more fields.

  9. Click Finish.

  10. In the Data export tables form, select a date in the Data export field for period field. The value in this field is evaluated when determining the transactions that are included in the range of dates to export.

  11. Close the forms to save your changes.

See also

GDPdU setup example

(DEU) Export GDPdU data

(DEU) Data export definition groups (form)

(DEU, FRA) Data export tables (form)

(DEU) Data export fields (form)

(DEU) Data export relations (form)