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How to: Update VAT Transactions Data

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Before you create the first VAT transaction report, you should prepare the existing data by running the Update VAT Transaction Data report. You should also run this report if you have made changes to the setup based on new requirements from the tax authorities.

You can run the Update VAT Transaction Data report as a test before you change any data. When you have verified that the filters meet your expectations and the requirements of the tax authorities, you should run the report again to make the appropriate changes to data.

Warning

Before you run the Update VAT Transaction Data report, you should activate the change log in the Change Log Setup window. Also, you should enable logging for modifications to the Include in VAT Transac. Rep. field on the VAT Entry table.

To update VAT transaction data

  1. In the Search box, enter Update VAT Transaction Data, and then choose the related link.

  2. Optionally, on the VAT Entry FastTab, set the appropriate filters.

  3. On the Options FastTab, fill in the fields as described in the following table.

    Field Description

    Compare Against Threshold

    Select to compare VAT entries against the threshold amounts that are specified in the VAT posting setup.

    Show List Only

    Select if you do not want to update data.

    If you select this field, Microsoft Dynamics NAV prints a report so that you can verify the changes before data is modified. The report contains a line for each document where the VAT base is equal to or greater than the threshold amounts.

    Hh937830.Warning(en-us,NAV.90).gifWarning
    Do not select both this field and the Set Include in VAT Transaction Report field.

    Set Include in VAT Transaction Report

    Select to set the Include in VAT Transac. Rep. to Yes on all VAT entries where the amounts meet the threshold amounts that are specified in the VAT posting setup.

    Hh937830.Warning(en-us,NAV.90).gifWarning
    If you select this field, your data is updated. You should run the report as a test before you run it to change data.

  4. Choose the Print button to update VAT transaction data, or choose the Preview button to view the changes.

When you run the report, Microsoft Dynamics NAV processes VAT entries based on the filters that you set. The following rules are also applied:

  • The Blacklisted field for the VAT entry must be blank.

  • The Type field for the VAT entry must not be Settlement.

See Also

Tasks

How to: Prepare for VAT Transactions Reports

Reference

Update VAT Transaction Data

Concepts

Italian VAT