How to: Create a VAT Statement
Microsoft Dynamics NAV allows you to submit a periodic report of VAT transactions. The VAT statement is submitted as a FDF file that corresponds with an editable PDF file from the tax authorities.
Important
You must fill in detailed information about your company address in the Company Information window before you create the VAT statement. This includes information about street, building, floor, and room number. This information is included in the FDF file.
To create a VAT statement
In the Search box, enter VAT Statement AT, and then choose the related link.
On the Options FastTab, fill in the fields as described in the following table.
Field Description Starting Date
Specifies the start date of the VAT period.
Ending Date
Specifies the end date of the VAT period.
Include VAT Entries
Specifies if you want to include VAT entries that are either open or closed, or both open and closed entries.
Include VAT Entries
Specifies if you want to include VAT entries that are from the specified period or also include entries from before the period.
Reporting Type
Select if this VAT statement is the quarterly report, monthly report, or if it applies to another period.
Check Positions
Select to verify the positions of the VAT statement during the export.
Round to Whole Numbers
Select to round amounts to whole numbers.
Surplus Used to Pay Dues
Select to use a potential surplus to cover other charges.
Additional Invoices sent via Mail
Select if you will send additional information.
Number ⌡6 Abs. 1
Specify the number according to §6 section 1 if you want to claim tax-free revenues without input tax reduction.
Choose the OK button.
When prompted, choose to save or open the generated XML file and FDF file.
If your VAT statement does not contain errors, you can now submit the FDF file to the tax authorities. For more information, see the Finanz-Online portal.