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A country-specific update for Italy: Purchase and Sales invoices communication extension to support Natura N5 "Edge regime" in Microsoft Dynamics AX

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Introduction

According to Legislative Decree no. 127/2015, art. 1 and Decree Law 78/2010, art. 21, all companies in Italy must transmit electronically in XML format, the Purchases and Sales Invoices Communication (DATIFATTURA) on a quarterly basis.

Basically, to meet this legal requirement in Dynamics AX, there was implemented an Invoices communication register functionality. More specifically, it is described in the following KB articles:

AX version

KB article number

AX6.3

4038740

AX6.2

4038983

AX6.0

4038973

AX5

4038969

According to the requirements of Purchases and Sales Invoices Communication report, companies in Italy should transmit information about their issued and received invoices each calendar quarter for the previous calendar quarter. The report should include the detailed information about the sales tax transaction for each of the invoice. If a sales tax transaction of an invoice was posted with a kind of VAT exemption, then the nature of the exemption should be reported in a specific NATURA tag on the report.

According to the legal requirements, the following values of NATUAR are applicable:

Natura

Description in Italian

Description in English

N1

Escluse ex art. 15

Excluded according to section 15

N2

Eon soggette

Not subject to

N3

Eon imponibili

Not taxable

N4

Esenti

Free-exempt

N5

Regime del margine / IVA non esposta in fattura

VAT not filled in in the invoice-"Edge regime"

N6

Inversione contabile (per le operazioni in reverse charge ovvero nei casi di autofatturazione per acquisti extra UE di servizi ovvero per importazioni di beni nei soli casi previsti)

Accounting reversion-reverse charge

N7

IVA assolta in altro stato UE (vendite a distanza ex art. 40 c. 3 e 4 e art. 41 c. 1 lett. b, DL 331/93; prestazione di servizi di telecomunicazioni, tele-radiodiffusione ed elettronici ex art. 7-sexies lett. f, g, art. 74-sexies DPR 633/72)

VAT paid in another UE country

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Overview

Initially, the Invoices communication register functionality supported generation of the Purchases and Sales invoice communication report calculating NATURA according to the following algorithm:

*****

For all the Customers and Vendors invoices:

If SalesTaxTransaction.ReverseCharge = "Yes" --> N6

Else if TaxType = "Standard" --> no tag

Else if TaxCountryRegionType = "EU" --> N7

Else if TaxType = "NotSubjectToVAT" --> N2

Else if TaxType = "Zero" --> N3

Else if TaxType = "Exempt"

       If SalesTaxTransaction.ExemptReason = "ExemptArt.15" --> N1

       Else -->N4

Otherwise -->N3

******

Thus, all the NATURA values were supported excepting N5 "Edge regime" value as the related business process was not previously supported in Dynamics AX.

Basing on partners' request in Dynamics AX, there was implemented an extension to support the related "Edge regime" process to get NATURA tag "N5" value to be reported correctly.

The updated algorithm is as following:

*******

For all the Customers and Vendors invoices:

If SalesTaxTransaction.ReverseCharge = "Yes" --> N6

Else if TaxCountryRegionType = "EU" --> N7

Else if TaxType = "NotSubjectToVAT" --> N2

Else if TaxType = "Zero" --> N3

Else if SalesTaxTransaction.Exempt = "Yes"

           If SalesTaxTransaction.ExemptReason = "ExemptArt.15" --> N1

           If SalesTaxTransaction.ExemptReason = "EdgeRegime" --> N5

           Else -->N4

Else if TaxType = "Standard" --> no tag

Otherwise -->N3

*******

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Setup and usage

Set up a specific Tax exempt code for reflecting operation related to Edge regime: open General ledger > Setup > Sales tax > Sales tax exempt codes:

This image shows how to setup a specific tax exempt code.

Setup a Sales tax code in a Sales tax group setting up this Tax exempt code:

This image shows how to setup a sales tax code.

Use the Sales tax group to reflect operations which are subject to NATURA reporting with N5 value.

These tax transactions will be posted with a reference on Tax exempt code which includes an information about which Tax exempt reason should be reported for it.

The calculation of NATURA value will be done automatically on the Invoices communication report generation according to the algorithm presented above in the Overview part.

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How to obtain the Microsoft Dynamics AX updates files

This update is available for manual download and installation from the Microsoft Download Center.

Prerequisites

You must have one of the following products installed to apply this hotfix:

  • Microsoft Dynamics AX 2012 R3
  • Microsoft Dynamics AX 2012 R2
  • Microsoft Dynamics AX 2012
  • Microsoft Dynamics AX 2009 SP1

Restart requirement

You must restart the Application Object Server (AOS) service after you apply the hotfix.
If you are encountering an issue downloading, installing this hotfix, or have other technical support questions, contact your partner or, if enrolled in a support plan directly with Microsoft, you can contact technical support for Microsoft Dynamics and create a new support request. To do this, visit the following Microsoft website:
 
 
You can also contact technical support for Microsoft Dynamics by phone using these links for country specific phone numbers. To do this, visit one of the following Microsoft websites:
 
Partners
 

https://mbs.microsoft.com/partnersource/resources/support/supportinformation/Global+Support+Contacts

Customers
 
 
In special cases, charges that are ordinarily incurred for support calls may be canceled if a Technical Support Professional for Microsoft Dynamics and related products determines that a specific update will resolve your problem. The usual support costs will apply to any additional support questions and issues that do not qualify for the specific update in question.

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Note This is a "FAST PUBLISH" article created directly from within the Microsoft support organization. The information contained here in is provided as-is in response to emerging issues. As a result of the speed in making it available, the materials may include typographical errors and may be revised at any time without notice. See Terms of Use for other considerations.

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Keywords: kbsurveynew, kbexpertiseadvance, kbexpertisebeginner, kbexpertiseinter, kbnoloc, kbqfe, kbmbsmigrate, kbmbspartner, kbmbsquickpub

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Article Info
Article ID : 4046823
Revision : 19
Created on : 2/1/2018
Published on : 2/1/2018
Exists online : False
Views : 546