(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.




Microsoft Dynamics AX 2012 R2 with cumulative update 7 or later


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 增值税申报代码(窗体).

Set up sales tax codes to report lines. For more information, see 增值税代码(窗体).

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

Related transaction task

Generate the EU sales list on a monthly, bimonthly, quarterly, or yearly basis. For more information, see 生成欧盟销售清单.

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 增值税支付(窗体).

  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.



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
  • CustInvoiceAccountsReceivableClerk

  • VendInvoiceAccountsPayableClerk

Accounts receivable manager CustInvoiceAccountsReceivableManager
Accountant LedgerAccountant
Accounting manager LedgerAccountingManager
Accounting supervisor LedgerAccountingSupervisor
Sales manager TradeSalesManager

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