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Italy: Changes in VAT management by D.L. 119 of 23 Oct 2018: Purchase and Sales Invoices Communication (“Esterometro”) on Dynamics AX 2012 R3

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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 of the Purchases and Sales Invoices Communications (DATIFATTURA) starting from October 2017. It was also announced by Italian tax Authority that from the beginning of 2019 together with an obligation of electronic VAT reporting with a pre-approval with Italian tax authorities Sdl platform, the Purchases and Sales Invoices Communications reporting will be replaced by the Esterometro submission - Purchases and Sales Invoices Communications report of cross-border transactions to or from non-residents, or non-established in the territory of Italy entities.

Dynamics AX 2012 R3 supports Purchases and Sales Invoices Communications report for Italy, the hotfix was released: #4038740.

(ITA) Meet “Esterometro 2019” report requirements in Finance and Operations (White paper): https://mbs.microsoft.com/files/customer/AX/Learning/whitepapers/IT_ESTEROMETRO_2019.pdf

This article describes changes in the Purchases and Sales Invoices Communications (Esterometro) reporting process on Dynamics AX 2012 R3 introduced for the purpose to accommodate changes in VAT management in case if a company applies VAT management and reporting by tax point date (“Date of VAT register”): KB #4511202.


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Overview

When a company decides to use “Date of VAT register” feature to enable VAT management by tax point date which differs from the date of transaction posting, setup of Purchases and Sales Invoices Communications (Esterometro) reporting must be adjusted to collect invoices by Date of VAT register instead of the transaction posting date:

  1. Open General ledger > Reports > External > Invoices communication register, click Add records > Customer/Vendor invoices. Adjust the query so it will contain the “Date of VAT register” field:
image.png
2. Set the interval of dates for the period you are going to report. With this change, invoices will be added to the register by Date of VAT register instead of posting date.

When “Date of VAT register” parameter in General ledger parameters form is marked, the system on adding invoices to the Invoices communication register will set “Source date” field value to Date of VAT register of the invoices instead of invoice date so, that user can easily filer the records by this date:
image.png

Important note: It is supposed that Date of VAT register field is filled in for all the tax transactions in the related period. It is recommended to:

- Run “Sales tax transactions extension” consistency check before the first use of the report when Date of VAT register parameter is activated in General ledger parameters (KB #4511202).

- Check whether there are tax transactions with empty Date of VAT register using VAT register transactions periodic task (KB #4511202) for each period you report Purchases and Sales Invoices Communications (Esterometro).



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Hotfix information

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
Restart requirement
You must restart the Application Object Server (AOS) service after you apply the hotfix.

A supported hotfix is available from Microsoft. 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:
 

https://mbs.microsoft.com/support/newstart.aspx

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
 
 
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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Keywords: kbHotfixAuto, kbExpertiseInter, kbExpertiseBeginner, kbExpertiseAdvanced, kbMBSPartner, kbnoloc, kbsurveynew, CI109684, kbQFE, kbAutoHotfix, kbMBSQuickPub

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Article Info
Article ID : 4528317
Revision : 6
Created on : 10/29/2019
Published on : 10/29/2019
Exists online : False
Views : 303