(LVA) Generate the VAT declaration as an XML file [AX 2012]

Updated: April 2, 2014

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

You can generate a value-added tax (VAT) declaration that contains details about VAT transactions for a specified period, and then export the declaration as an XML file.

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Version

Microsoft Dynamics AX 2012 R2 with cumulative update 7 or later

Country

The primary address for the legal entity must be in the following countries/regions: Latvia

Related setup tasks

Set up XML elements for sales tax report lines. For more information, see (LVA) VAT report setup (form).

Set up sales tax report lines in the Sales tax reporting codes form. For more information, see Sales tax reporting codes (form).

Set up sales tax codes to report lines. For more information, see Sales tax codes (form).

Set up the reporting type for transactions in the Item sales tax groups form. For more information, see Item sales tax groups (form).

Related transaction task

Generate the EU sales list on a monthly, bimonthly, quarterly, or yearly basis. For more information, see Generate the EU sales list.

Use the Sales tax payments form to view the settled VAT for a specified period. You can transfer the VAT payments to the EU sales list, and then export them as an XML file.

To generate the VAT declaration as an XML file, follow these steps:

  1. Click General ledger > Reports > External > Sales tax payments.

  2. In the Sales tax payments form, view the settled VAT payments for a specified period. For more information, see Sales tax payments (form).

  3. Click EU sales list.

  4. On the Overview tab, enter the required details for the EU sales list report.

  5. Close the form.

  6. In the Sales tax payments form, click Export VAT XML file.

  7. In the File name field, specify the path and file name for the XML file.

  8. Select the Mark as reported check box to indicate that the declaration is submitted to the tax authorities.

  9. In the Overpaid domestic VAT amount field, enter the overpaid VAT amount that is paid by the recipient of the items or services.

  10. Click OK to export the VAT declaration as an XML file.

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

No configuration key is required for this task.

Security roles

To generate the VAT declaration as an XML file, you must be a member of a security role that is described in the following table.

Role

Name

Collections manager

CollectionLetterCollectionsManager

Clerk

  • CustInvoiceAccountsReceivableClerk

  • VendInvoiceAccountsPayableClerk

Accounts receivable manager

CustInvoiceAccountsReceivableManager

Accountant

LedgerAccountant

Accounting manager

LedgerAccountingManager

Accounting supervisor

LedgerAccountingSupervisor

Sales manager

TradeSalesManager


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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