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Country expansion - localizations for LATAM countries

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Important

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Enabled for Public preview General availability
Users by admins, makers, or analysts Apr 1, 2023 -

Business value

Tax compliance requirements are complex and change frequently. Companies are looking for more out-of-the-box geo coverage and tax compliance automation from Microsoft. Shipping localizations for additional LATAM countries will significantly extend our country support in LATAM, beyond our current support and provide customers with more consistent, out-of-the-box regulatory compliance coverage.

Feature details

In Latin America, our solution currently supports out-of-the-box localizations for Brazil and Mexico. As part of our plan to expand the localization within the territory and address the needs of multiple global and local customers, Microsoft will extend out-of-the-box localizations for the following LATAM countries/regions in 2023 release wave 1:

Release schedule

Country/region Public preview GA
Chile and cross-LATAM features March 2023 2023 wave 2
April 2023
May 2023 / 10.0.35
Costa Rica May 2023 / 10.0.35 2023 wave 2
Nicaragua May 2023 / 10.0.35 2023 wave 2
Panama May 2023 / 10.0.35 2023 wave 2
Colombia July 2023 / 10.0.36 2023 wave 2
Paraguay July 2023 / 10.0.36 2023 wave 2
Uruguay July 2023 / 10.0.36 2023 wave 2

Feature list

Cross LATAM features

  • Tax

    • Tax setup and calculation
      • Taxpayer type (10.0.33)
      • Company tax and legal attributes (10.0.33)
      • Customer tax and legal attributes (10.0.33)
      • Authorization code (CA) number (10.0.33)
      • Employees tax and legal attributes (10.0.33)
      • Contact identification tax and legal attributes (10.0.33)
      • Country identification (10.0.33)
      • State identification (10.0.33)
      • County identification (10.0.33)
      • Third dimension setup (10.0.33)
      • Vendor tax and legal attributes (10.0.33)
      • Sales tax calculations (10.0.34)
      • Fiscal register - third party registration ID (10.0.33)
      • Vendor withholding taxes (10.0.37)

  • Invoicing

    • Invoice processing
      • Process of vendors: Receiving invoicing from invoice journal (10.0.33)
      • Process of vendors: Receiving invoicing from invoice register (10.0.33)
      • Process of vendors: Packing slip (10.0.33)
      • Process of vendors: Receiving invoicing from purchase request (10.0.33)
      • Process of customer: Invoicing from order return (10.0.33)
      • Process of customer: Packing slip in sales (10.0.33)
      • Process of customer: Invoicing from sales order (10.0.33)
      • Process of customer: Invoicing from free text invoice (10.0.33)
      • Project packing slip (10.0.33)
      • Project invoice (10.0.33)
    • Other invoicing
      • Sales return account (10.0.33)
      • Fiscal document report (10.0.33)
      • Parameters: Voucher mandatory in daily (10.0.33)
      • Document classification: Fiscal documents (10.0.33)
      • Document classification: Treasury documents (10.0.33)
      • Sales point (10.0.33)
      • Document classification permitted per client/vendor (10.0.33)
      • Document classification type (10.0.33)
      • Document classification: Payment media (10.0.33)

  • Reporting

    • General ledger and tax reporting
      • Daily book (10.0.34)
      • Taxes report (10.0.34)

  • Supply chain management

    • Packing slip
      • Packing slip document for inventory transfer (10.0.33)

  • Banking and payments

    • Check, settings, and payment processing
      • Check printing (10.0.33)
      • Customer checks accrual process (10.0.33)
      • Bank - Regional settings and requisites for the Bank module (10.0.34)
      • Regional payments processing (10.0.33)
      • Collection and payment documents (10.0.33)

Country-specific features for Chile

  • Invoicing

    • Electronic invoicing
      • Ability to emit a DTE receival reply (10.0.35)
      • Ability to import a purchase invoice from a vendor (Factura de Compras) (10.0.35)
      • Electronic Invoice format (Factura de Ventas) (10.0.33)
      • Export Invoice (Factura de Exportación) (10.0.33)
      • Shipment (Guía de Despacho) (10.0.33)
      • Debit and credit note - Export (Nota de Débito & Crédito Exportación) (10.0.33)
      • Debit note and credit note (Nota de Débito & Nota de Crédito) (10.0.33)
    • Other invoicing
      • Invoice layout for sales order invoice, free text invoice, and project invoice (10.0.35)

  • Reporting

    • General ledger and tax reporting
      • Numbered General ledger book (10.0.33)
      • Numbered ledger book (10.0.33)
      • T8 Columns trial balance (10.0.33)
      • Inventory and balance sheet book (10.0.33)
      • Fees certificate report (10.0.33)
      • Purchase VAT book (10.0.33)
      • Sales VAT book (10.0.33)
      • Sales per branch VAT book (10.0.33)
      • Withholdings book (10.0.35)

Country-specific features for Colombia

  • Invoicing

    • Electronic Invoicing
      • Electronic Invoice format (10.0.36)
    • Other Invoicing
      • Invoice layout for sales order invoice, free text invoice, and project invoice (10.0.36)

  • Reporting

    • General ledger and tax reporting
      • Declaration reports trial balance (10.0.36)
      • Declaration reports General ledger (10.0.36)
      • File export file format 1001 - PAGOS O ABONOS EN CUENTA Y RETENCIONES PRACTICADAS (10.0.36)
      • File export file format 1003 - RETENCIONES EN LA FUENTE QUE LE PRACTICARON (10.0.36)
      • File export file format 1005 - IMPUESTO A LAS VENTAS POR PAGAR -DESCONTABLE (10.0.36)
      • File export file format 1006 - IMPUESTOS A LAS VENTAS POR PAGAR (GENERADO) E IMPUESTO AL CONSUMO (10.0.36)
      • File export file format 1007 - INGRESOS RECIBIDOS (10.0.36)
      • File export file format 1008 - SALDOS POR CUENTAS A COBRAR (10.0.36)
      • File export file format 1009 - SALDOS POR CUENTAS A PAGAR (10.0.36)
      • File export file format 1012 - INFORMACION DE LAS DECLARACIONES TRIBUTARIAS, ACCIONES Y APORTES E INVERSIONES EN BONOS, CERTIFICADOS, TITULOS Y DEMAS INVERSIONES TRIBUTARIAS (10.0.36)

Country-specific features for Costa Rica

  • Invoicing

    • Electronic Invoicing
      • Electronic Invoice format (10.0.35)
    • Other Invoicing
      • Invoice layout for sales order invoice, free text invoice, and project invoice (10.0.35)

  • Reporting

    • General ledger and tax reports
      • Declaration reports trial balance (10.0.35)
      • Declaration reports general ledger (10.0.35)
      • Declaration reports purchases VAT book (10.0.35)
      • Declaration reports sales VAT book (10.0.35)

Country-specific features for Nicaragua

  • Reporting
    • General ledger and tax reporting
      • Declaration reports General ledger (10.0.35)
      • Declaration reports sales VAT book (10.0.35)
      • Declaration reports purchases VAT book (10.0.35)
      • Declaration reports trial balance (10.0.35)

Country-specific features for Panama

  • Invoicing

    • Electronic Invoicing
      • Electronic Invoice format (10.0.35)
    • Other invoicing
      • Invoice layout for sales order invoice, free text invoice, and project invoice (10.0.35)

  • Reporting

    • General ledger and tax reports
      • Declaration reports General ledger (10.0.35)
      • Declaration reports sales VAT book (10.0.35)
      • Declaration reports purchases VAT book (10.0.35)
      • Declaration reports trial balance (10.0.35)

Country-specific features for Paraguay

  • Invoicing

    • Electronic Invoicing
      • Electronic Invoice format (10.0.36)
    • Other invoicing
      • Invoice layout for sales order invoice, free text invoice, and project invoice (10.0.36)

  • Reporting

    • General ledger and tax reports
      • Declaration reports General ledger (10.0.36)
      • Declaration reports sales VAT book (10.0.36)
      • Declaration reports purchases VAT book (10.0.36)
      • Declaration reports trial balance (10.0.36)

Country-specific features for Uruguay

  • Invoicing

    • Electronic Invoicing
      • Electronic Invoice format (10.0.37)
    • Other invoicing
      • Invoice layout for sales order invoice, free text invoice, and project invoice (10.0.37)

  • Reporting

    • General ledger and tax reports
      • Declaration reports trial balance (10.0.36)
      • Declaration reports General ledger (10.0.36)
      • Purchase VAT book (10.0.36)
      • Sales VAT book (10.0.36)

See also

Latin America overview (docs)