編集

次の方法で共有

VAT declaration for Lithuania (FR0600)

  • [アーティクル]

This article describes how to set up and generate a value-added tax (VAT) declaration for Lithuania in the XML format (FR0600), and how to preview it in Microsoft Excel.

The VAT declaration feature for Lithuania supports filing a VAT return for companies that have multiple VAT registrations and for companies that report as a VAT group in the same system database.

VAT declaration overview

To automatically generate the report, first create enough sales tax codes to keep a separate VAT accounting for each type of operation that's subject to reporting in the VAT declaration for Lithuania. Additionally, in the application-specific parameters of the Electronic reporting (ER) format for the VAT declaration, associate available sales tax transaction attributes (sales tax code, tax classifier) with the lookup result of the Report field lookup lookup field.

In the following table, the Lookup result column shows the lookup result that's preconfigured for a specific VAT declaration field in the VAT declaration format. Use this information to correctly associate tax transaction attributes with the lookup result and then with the field of the VAT declaration.

Operation description FR0600: Tax Base
(sum without VAT)		 FR0600: VAT amount Lookup result
(ReportFieldLookup)		 Lookup result description label EN Lookup result description label LT
Sales in Lithuania, VAT 21% 11 29 DomesticSalesStandardRate 11/29 Sales in Lithuania, VAT 21% 11/29 Pardavimai Lietuvoje, kai taikomas 21 proc. PVM tarifas
Sales in Lithuania, VAT 9% 11 30 DomesticSalesReducedRate 11/30 Sales in Lithuania, VAT 9% 11/30 Pardavimai Lietuvoje, kai taikomas 9 proc. PVM tarifas
Sales in Lithuania, VAT 5% 11 31 DomesticSalesSecondReducedRate 11/31 Sales in Lithuania, VAT 5% 11/31 Pardavimai Lietuvoje, kai taikomas 5 proc. PVM tarifas
Sales in Lithuania, when reverse charge VAT is applied Art. 96. 12 Not reported DomesticSalesReverseCharge 12 Sales in Lithuania, when reverse charge VAT is applied Art. 96. 12 Pardavimai Lietuvoje, kai taikomas PVMĮ 96 str. (atvirkštinis apmokestinamas)
Supply of goods to a EU VAT payer (0% VAT rate is applied, according to VAT Article 49 d. 1) 18 Not reported EUSalesZeroRate 18 Supply of goods to a EU VAT payer (0% VAT rate is applied, according to VAT Article 49 d. 1) 18 Prekių tiekimas Europos Sąjungos PVM mokėtojui (taikomas 0 proc. PVM tarifas, pagal PVMĮ 49 str. 1 d.)
Triangular trade: phase I 18 Not reported SalesTriangularTradePhaseI 18 Triangular trade (sales): phase I 18 Trikampė prekyba: I grandis
Triangular trade: phase II 20 Not reported SalesTriangularTradePhaseII 20 Triangular trade (sales): phase II 20 Trikampė prekyba: II grandis
Export of goods (sales to third countries with 0% VAT rate according to Article 41 of VAT) 17 Not reported Export 17 Export of goods (sales to third countries with 0% VAT rate according to Article 41 of VAT) 17 Prekių eksportas (pardavimai į trečiąsias šalis su 0 proc. PVM tarifu pagal PVMĮ 41 str.)
Sales that are not subject to VAT according to Articles 20-33 of VAT. 13 Not reported NonTaxableSales 13 Sales that are not subject to VAT according to Articles 20-33 of VAT. 13 Pardavimai, kurie neapmokestinami PVM pagal PVMĮ 20-33 str.
Sales under the margin charge scheme when the margin is positive, 21% 16 29 MarginSchemaPositiveStandardRate 16/29 Sales under the margin charge scheme when the margin is positive, 21% 16/29 Pardavimai pagal maržos apmokestinimo schemą (kai marža teigiama), 21%
Sales under the margin charge scheme when the margin is positive, 9% 16 30 MarginSchemaPositiveReducedRate 16/30 Sales under the margin charge scheme when the margin is positive, 9% 16/30 Pardavimai pagal maržos apmokestinimo schemą (kai marža teigiama), 9%
Sales under the margin charge scheme when the margin is positive, 5% 16 31 MarginSchemaPositiveSecondReducedRate 16/31 Sales under the margin charge scheme when the margin is positive, 5% 16/31 Pardavimai pagal maržos apmokestinimo schemą (kai marža teigiama), 5%
Sales under the margin charge scheme when the negative margin, 21% Not reported Not reported Not applicable Not applicable Not applicable
Sales under the margin charge scheme when the negative margin, 9% Not reported Not reported Not applicable Not applicable Not applicable
Sales under the margin charge scheme when the negative margin, 5% Not reported Not reported Not applicable Not applicable Not applicable
Sales under the margin charge scheme with 0% Not reported Not reported Not applicable Not applicable Not applicable
Sales under the margin tax scheme, where the margin is positive and can be applied at 0% VAT rate according to Article 108¹ of VAT. 16 Not reported MarginSchemaPositiveZeroRate 16 Sales under the margin tax scheme, where the margin is positive and can be applied at 0% VAT rate according to Article 108¹ of VAT. 16 Pardavimas pagal maržos apmokestinimo schemą (kai marža lygi 0 arba neigiama)
Other cases when sales in Lithuania are taxed at 0% VAT rate (Articles 42, 43, 44, 45, 46, 47, 48, 49, Articles 2 and 3 of VAT, Articles 51, 52, 53) 19 Not reported OtherSalesZeroRate 19 Other cases when sales in Lithuania are taxed at 0% VAT rate (Articles 42, 43, 44, 45, 46, 47, 48, 49, Articles 2 and 3 of VAT, Articles 51, 52, 53) 19 Kiti atvejai, kai pardavimas Lietuvoje apmokestinamas 0 proc. PVM tarifu (PVMĮ 42, 43, 44, 45, 46, 47, 48, 49 str. 2 ir 3 d., 51, 52, 53 str.)
Sales that are not considered a VAT object in Lithuania, if VAT deduction is possible according to Article 58 of VAT. 20 Not reported NonTaxableSalesOutsideLithuania15 20 (PVM15) Sales that are not considered a VAT object in Lithuania, if VAT deduction is possible according to Article 58 of VAT. 20 (PVM15) Pardavimai, kurie laikomi ne PVM objektu Lietuvoje
Sales that are not considered a VAT object in Lithuania, if VAT deduction is not possible according to Article 58 of VAT. 20 Not reported NonTaxableSalesOutsideLithuania34 20 (PVM34) Sales that are not considered a VAT object in Lithuania, if VAT deduction is not possible according to Article 58 of VAT. 20 (PVM34) Pardavimai, kurie laikomi ne PVM objektu Lietuvoje
Production of tangible fixed assets, 21% VAT rate 15 29 FixedAssetProduction 15/29 Production of tangible fixed assets, 21% VAT rate 15/29 Ilgalaikio turto pasigaminimas, kai apskaičiuojamas 21 proc. PVM tarifas
Consumption for private needs, 21% 14 29 PrivateConsumptionStandardRate 14/29 Consumption for private needs, 21% 14/29 Suvartojimas privatiems poreikiams, 21%
Consumption for private needs, 9% 14 30 PrivateConsumptionReducedRate 14/30 Consumption for private needs, 9% 14/30 Suvartojimas privatiems poreikiams, 9%
Consumption for private needs, 5% 14 31 PrivateConsumptionSecondReducedRate 14/31 Consumption for private needs, 5% 14/31 Suvartojimas privatiems poreikiams, 5%
Purchase in Lithuania with VAT 21%, 9%, 5%. Not reported 25, 35 DomesticPurchase 25/35 Purchase in Lithuania with VAT 21%, 9%, 5% 25/35 Standartiniai pirkimai Lietuvoje su PVM (21 proc., 9 proc., 5 proc.)
Purchase in Lithuania, when reverse charge VAT is applied Art. 96 Not reported 25, 33, 35 DomesticPurchaseReverseCharge 25/33/35 Purchase in Lithuania, when reverse charge VAT is applied Art. 96 25/33/35 Pirkimai Lietuvoje, kai taikomas PVMĮ* 96 str. (atvirkštinis apmokestinimas)
Purchase in Lithuania, 0% VAT (VAT 41, 42, 43, 44, 45,46, 47, 48, 51, 52, 53 str.) Not reported Not reported Not applicable Not applicable Not applicable
Purchase in Lithuania, when the margin tax scheme is applied Not reported Not reported Not applicable Not applicable Not applicable
Purchase of goods from EU VAT payers, when there is an obligation to calculate VAT in Lithuania (VAT Article 4¹ and Article 12²) 21 25, 34, 35 EUPurchaseGoods 21/34/25/35 Purchase of goods from EU VAT payers, when there is an obligation to calculate VAT in Lithuania (VAT Article 4¹ and Article 12²) 21/34/25/35 Prekių įsigijimas iš Europos Sąjungos PVM mokėtojų, kai atsiranda prievolė priskaičiuoti PVM Lietuvoje (PVMĮ 4¹ str. ir 12² str.)
Import of goods (purchases of goods from third countries) when import VAT is paid to customs Not reported 26, 35 ImportPaid 26/35 Import of goods (purchases of goods from third countries) when import VAT is paid to customs 26/35 Prekių importas (prekių įsigijimai iš trečiųjų šalių) - kai importo PVM mokamas muitinei
Import of goods (purchases of goods from third countries) when control of import VAT payment is taken over by VMI. Not reported 27, 35 ImportControlledVMI 27/35 Import of goods (purchases of goods from third countries) when control of import VAT payment is taken over by VMI. 27/35 Prekių importas (prekių įsigijimai iš trečiųjų šalių) - kai importo PVM mokėjimo kontrolę perima VMI
Purchases of services from foreign countries, when 21% VAT is calculated by the buyer (VAT Article 95, Part 2), when the services are purchased from an EU VAT payer. 23, 24 25, 32, 35 ForeignPurchaseServicesEU 23/24/32/25/35 Purchases of services from foreign countries, when 21% VAT is calculated by the buyer (VAT Article 95, Part 2), when the services are purchased from an EU VAT payer. 23/24/32/25/35 Paslaugų įsigijimai iš užsienio valstybių, kai 21 proc. pardavimo PVM apskaičiuoja pirkėjas (PVMĮ 95 str. 2 dalis) - Paslaugos įsigytos iš ES PVM mokėtojo
Purchases of services from foreign countries, when 21% VAT is calculated by the buyer (VAT Article 95, Part 2), when the services are purchased from third parties or non-EU VAT payer. 23 25, 32, 35 ForeignPurchaseServicesNonEU 23/32/25/35 Purchases of services from foreign countries, when 21% VAT is calculated by the buyer (VAT Article 95, Part 2), when the services are purchased from third parties or non-EU VAT payer. 23/32/25/35 Paslaugų įsigijimai iš užsienio valstybių, kai 21 proc. pardavimo PVM apskaičiuoja pirkėjas (PVMĮ 95 str. 2 dalis) - Paslaugos įsigytos iš trečiųjų šalių arba ES ne PVM mokėtojo
Triangular trade: Phase II 22 Not reported PurchaseTriangularTradePhaseII 22 Triangular trade (purchase): Phase II 22 Trikampė prekyba: II grandis
Triangular trade: Phase III Not reported 25, 32, 35 PurchaseTriangularTradePhaseIII 32/25/35 Triangular trade (purchase): Phase III 32/25/35 Trikampė prekyba: III grandis
Cases where the "reserve" rule applies for the purchase of goods from another EU Member State 21 25, 34 EUPurchaseGoodsReserve 21/25/34 Cases where the "reserve" rule applies for the purchase of goods from another Member State 21/25/34 Atvejai, kai dėl prekių įsigijimo iš kitos valstybės narės taikoma „rezervo“ taisyklė

For more information about how to set up application-specific parameters, see the Set up application-specific parameters for VAT declaration fields section later in this article.

Set up the VAT declaration for Lithuania

These tasks will prepare your Dynamics 365 Finance environment to generate the electronic file for the VAT declaration for Lithuania and preview the VAT amounts in Excel format.

Import ER configurations

Open the Electronic reporting workspace, and import the latest versions of these ER formats under Tax declaration model:

  • VAT Declaration XML (LT)
  • VAT Declaration Excel (LT)

Import Tax declaration model mapping under Tax declaration model, and mark it Default for model mapping.

For more information, see Download ER configurations from the Global repository of Configuration service.

Set up application-specific parameters for VAT declaration fields

To automatically generate the VAT declaration, associate available sales tax transaction attributes (sales tax code, tax classifier) in Finance and lookup results in the ER configuration.

Note

We recommend that you enable the Use application specific parameters from previous versions of ER formats feature in the Feature management workspace. When this feature is enabled, parameters that are configured for an earlier version of an ER format automatically become applicable for a later version of the same format. If this feature isn't enabled, you must explicitly configure application-specific parameters for each format version. The Use application specific parameters from previous versions of ER formats feature is available in the Feature management workspace as of Finance version 10.0.23. For more information about how to set up the parameters of an ER format for each legal entity, see Set up the parameters of an ER format per legal entity.

Follow these steps to define which of the available sales tax transaction attributes (sales tax code, tax classifier) in Finance generates which field of the VAT declaration for Lithuania.

  1. Go to Workspaces > Electronic reporting, and select Reporting configurations.

  2. Select the VAT declaration XML (LT) configuration, and then, on the Action Pane, select Configurations > Application specific parameters setup.

  3. On the Application specific parameters page, on the Lookups FastTab, select Report field lookup.

  4. On the Conditions FastTab, set the following fields to associate the sales tax codes and report fields.

    Field Description
    Lookup result Select the value of the report field. For more information about the values and their assignment to VAT declaration rows, see the VAT declaration overview section earlier in this article.
    Tax code Select the sales tax code to associate with the report field. Posted tax transactions that use the selected sales tax code will be collected in the appropriate declaration box. We recommend that you separate sales tax codes in such a way that one sales tax code generates amounts in only one declaration box.
    Transaction classifier

    If you created enough sales tax codes to determine a declaration box, select *Not blank*. If you didn't create enough sales tax codes so that one sales tax code generates amounts in only one declaration box, you can set up a transaction classifier. The following transaction classifiers are available:

    • Purchase
    • PurchaseExempt (tax-exempt purchase)
    • PurchaseReverseCharge (tax receivable from a purchase reverse charge)
    • Sales
    • SalesExempt (tax-exempt sale)
    • SalesReverseCharge (tax payable from a purchase reverse charge or a sales reverse charge)
    • Use tax

    For each transaction classifier, a classifier for the credit note is also available. For example, one of these classifiers is PurchaseCreditNote (purchase credit note).

    Be sure to create two lines for each sales tax code: one that has the transaction classifier value and one that has the transaction classifier for credit note value.

    Note

    Associate all sales tax codes (or combinations of a sales tax code and a tax classifier) with lookup results. If any combination should not generate values on the VAT declaration, associate it with the Other lookup result.

  5. In the State field, change the value to Completed.

  6. On the Action Pane, select Export to export the settings of the application-specific parameters.

  7. Select the VAT declaration Excel (LT) configuration, and then, on the Action Pane, select Import to import the parameters that you configured for VAT declaration XML (LT).

  8. In the State field, select Completed.

Set up the VAT reporting format to preview amounts in Excel

  1. In the Feature management workspace, find and select the VAT statement format reports feature in the list, and then select Enable now.
  2. Go to Tax > Indirect taxes > Sales tax > Sales tax authorities, and select the tax authority.
  3. In the Report layout field, select Default.
  4. Go to General ledger > Setup > General ledger parameters.
  5. On the Sales tax tab, on the Tax options FastTab, in the VAT statement format mapping field, select the VAT declaration Excel (LT) ER format. This format is printed when you run the Report sales tax for settlement period report. It's also printed when you select Print on the Sales tax payments page.

If you're configuring the VAT declaration for Lithuania in a legal entity that has multiple VAT registrations, follow these steps.

  1. Go to General ledger > Setup > General ledger parameters.
  2. On the Sales tax tab, on the Electronic reporting for countries/regions FastTab, on the line for LTU, select the VAT Declaration Excel (LT) ER format.

Set up electronic messages

Electronic messaging (EM) functionality is provided to maintain the different processes that are used in electronic reporting for different document types. For more information about electronic messages, see Electronic messaging.

Download and import the data package that has example settings for electronic messages

The process of setting up the Electronic messages functionality to generate the VAT declaration for Lithuania in XML format and preview it in Excel has many steps. Because the data of some entities is used in the ER configurations, use a set of predefined values that are delivered in a package of data entities for the related tables. You can extend these settings or create your own.

Note

Some records in the data entities in the package include a link to ER configurations. Before you start to import the data entities package, import ER configurations into Finance.

  1. In Microsoft Dynamics Lifecycle Services, in the Shared asset library, select Data package as the asset type, and then download LT VAT declaration - FR0600 - EM setup v.#. The downloaded file is named LT VAT declaration - FR0600 - EM setup v.#.zip. Always download the latest version of the package that's available in Lifecycle Services.
  2. In Finance, in the Data management workspace, select Import.
  3. On the Import FastTab, in the Group name field, enter a name for the job.
  4. On the Selected entities FastTab, select Add file.
  5. In the Add file dialog box, verify that the Source data format field is set to Package, select Upload and add, and then select the zip file that you downloaded earlier.
  6. Select Close.
  7. After the data entities are uploaded, on the Action Pane, select Import.
  8. Go to Tax > Inquiries and reports > Electronic messages > Electronic messages, and validate the electronic message processing that you imported (LT VAT declaration).

For more information about how you can use the data management framework, see Data management.

Configure electronic messages

  1. Go to Tax > Setup > Electronic messages > Populate records actions.
  2. Select the line for LT Populate VAT return records, and then select Edit query.
  3. Use the filter to specify the settlement periods to include on the report.
  4. If you must report tax transactions from other settlement periods in a different declaration, create a new Populate records action, and select the appropriate settlement periods.

You can specify default values for Deduction percent and Main economic activity parameters of your VAT declaration in additional fields of electronic messages.

  1. Go to Tax > Setup > Electronic messages > Electronic messages processing, and select the LT VAT declaration processing.
  2. On the Message additional fields FastTab, in the DeductionPercent (Kalendorinių metų proporcinis PVM atskaitos procentas) field, define the deduction percent that will be used further in reporting as default value.
  3. On the Message additional fields FastTab, in the MainEconomicActivity (Pagrindinė vykdomos veiklos rūšis) field, define the main economic activity code that will be used further in reporting as default value.
  4. Save your changes.

Set up the registration numbers of the company that's reporting FR0600

The FR0600 form of the VAT declaration in Lithuania includes the following fields to identify the reporting company:

  • Mokesčių mokėtojo identifikacinis numeris (kodas) = Taxpayer's identification number (code) – The identification number (code) of the taxpayer must be entered.
  • PVM mokėtojo kodas = VAT payer's number – The VAT identification number is entered without the "LT" prefix.

Follow these steps to configure the registration numbers of your organization.

  1. Go to Organization administration > Organizations > Legal entities.
  2. Select the legal entity, and then select Registration IDs.
  3. Select or create the address in Lithuania, and then, on the Registration ID FastTab, select Add.
  4. In the Registration type field, select the registration type that's dedicated to Lithuania and that uses the VAT ID registration category.
  5. In the Registration number field, enter the tax number. This value is reported in the "PVM mokėtojo kodas" field of the VAT declaration.
  6. On the General tab, in the Effective field, enter the date when the number becomes effective.
  7. In the Registration type field, select the registration type that's dedicated to Lithuania and that uses the Enterprise ID (COID) registration category.
  8. In the Registration number field, enter the tax number. This value is reported in the "Mokesčių mokėtojo identifikacinis numeris (kodas)" field of the VAT declaration.
  9. On the General tab, in the Effective field, enter the date when the number becomes effective.

For more information about how to set up registration categories and registration types, see Registration IDs.

Follow these steps to define the VAT registration number that EM uses during generation of the VAT declaration for Lithuania.

  1. Go to Tax > Setup > Electronic messages > Electronic messages processing, and select the LT VAT declaration processing.
  2. On the Message additional fields FastTab, in the Tax registration number field, define the VAT registration number that should be used in the VAT declaration for Lithuania.
  3. Save your changes.

If the VAT registration number isn't specified in the Tax registration number additional field of the LT VAT declaration processing, the system retrieves it from the registration ID that's defined in the properties of the legal entity that's associated with the VAT ID registration category.

Preview the VAT declaration in Excel

Preview the VAT declaration in Excel from the Report sales tax for settlement period periodic task

  1. Go to Tax > Periodic tasks > Declarations > Sales tax > Report sales tax for settlement period.

  2. Set the following fields.

    Field Description
    From date Select the start date of the reporting period.
    Settlement period Select the settlement period.
    Sales tax payment version

    Select one of the following values:

    • Original – Generate a report for the sales tax transactions of the original sales tax payment or before the sales tax payment is generated.
    • Corrections – Generate a report for the sales tax transactions of all the subsequent sales tax payments for the period.
    • Total list – Generate a report for all the sales tax transactions for the period, including the original and all corrections.

  3. Select OK, and then, in the next dialog box, set the following fields.

    Field Description
    Report date Specify the date when report is prepared.
    Declaration period type Select Initial to prepare a file for initial submission in the reporting period. Select Corrected to prepare a file to submit a corrected VAT declaration.
    Contact person Select a contact person in the lookup list. This parameter is available in XML format only.
    Main economic activity code Specify the main economic activity code for your company.
    Deduction percent Specify the deduction percent for the reporting period.

  4. On the Run in the background FastTab, specify parameters of the batch processing, and select the Batch processing checkbox to run the report in batch mode.

  5. Select OK, and review the Excel report. When the report is run in batch mode, you can find the generated file as an attachment of the batch job on the Electronic reporting jobs page (Organization administration > Electronic reporting > Electronic reporting jobs).

Preview the VAT declaration in Excel from a sales tax payment

Sales tax payment transactions are produced by the Settle and post sales tax job procedure that settles sales tax balances in the sales tax accounts and offsets them to the sales tax settlement account for a given period. After the Settle and post sales tax job procedure is completed for an interval of the sales tax settlement period, you can generate the VAT declaration in Excel from the Sales tax payments page.

  1. Go to Tax > Inquiries and reports > Sales tax inquiries > Sales tax payments, and select a sales tax payment line.

  2. Select Print report, specify report parameters as described in the Preview the VAT declaration in Excel from the Report sales tax for settlement period periodic task section earlier in this article, and then select OK.

  3. Review the Excel file that's generated for the selected sales tax payment line.

    Note

    The report is generated only for the selected line of the sales tax payment. If you must generate, for example, a corrective declaration that contains all corrections for the period, or a replacement declaration that contains original data and all corrections, use the Report sales tax for settlement period periodic task.

Generate the electronic file for the VAT declaration from electronic messages

When you use electronic messages to generate the report, you can collect tax data from multiple legal entities. For more information, see the Run the VAT declaration for multiple legal entities section later in this article.

The following procedure applies to the electronic message processing example that you imported earlier from the Lifecycle Services Shared asset library.

  1. Go to Tax > Inquiries and reports > Electronic messages > Electronic messages.
  2. In the left pane, select LT VAT declaration.
  3. On the Messages FastTab, select New.
  4. In the Run processing dialog box, the LT VAT Create message action is predefined. Select OK.
  5. Select the message line that's created, enter a description, and then specify the start and end dates for the declaration.
  6. On the Messages FastTab, select Collect data, and then select OK. The sales tax payments that were generated earlier because of the Settle and post sales tax job procedure are added to the message.
  7. On the Message items FastTab, review the sales tax payments that are transferred for processing. By default, all sales tax payments of the selected period that weren't included in any other message of the same processing are included.
  8. Optional: Select Original document to review the sales tax payments, or select Delete to exclude sales tax payments from processing.
  9. On the Messages FastTab, select Update status.
  10. In the Update status dialog box, select LT VAT Ready to generate, and then select OK.
  11. Verify that the message status is changed to LT VAT Ready to generate VAT return.
  12. Select Generate report.
  13. To preview the VAT declaration amounts, in the Run processing dialog box, select LT VAT Preview report, and then select OK.
  14. In the Electronic reporting parameters dialog box, set the fields as described in the Preview the VAT declaration in Excel from the Report sales tax for settlement period periodic task section earlier in this article, and then select OK.
  15. Select the Attachments button (paper clip symbol) in the upper-right corner of the page, and then select Open to open the file.
  16. Review the amounts in the Excel document, and then select Generate report.
  17. To generate the VAT declaration in XML format, in the Run processing dialog box, select LT VAT Generate report, and then select OK.
  18. In the Electronic reporting parameters dialog box, set the fields as described in the Preview the VAT declaration in Excel from the Report sales tax for settlement period periodic task section, and then select OK.
  19. Select the Attachments button (paper clip symbol) in the upper-right corner of the page, download the file, and use it for your submission to the tax authority.

To use the formats to report the VAT declaration for a group of legal entities, you must first set up the application-specific parameters of the ER formats for sales tax codes from all required legal entities.

Follow these steps to set up electronic messages to collect data from multiple legal entities.

  1. Go to Workspaces > Feature management.

  2. Find and select the Cross-company queries for the populate records actions feature in the list, and then select Enable now.

  3. Go to Tax > Setup > Electronic messages > Populate records actions.

  4. On the Populate records action page, select the line for LT Populate VAT return records.

    In the Datasources setup grid, a new Company field is available. For existing records, this field shows the identifier of the current legal entity.

  5. In the Datasources setup grid, add a line for each additional legal entity that must be included in reporting. For each new line, set the following fields.

    Field Description
    Name Enter a value that will help you understand where this record comes from. For example, enter VAT payment of Subsidiary 1.
    Message item type Select VAT return. This value is the only value that's available for all the records.
    Account type Select All.
    Master table name Specify TaxReportVoucher for all the records.
    Document number field Specify Voucher for all the records.
    Document date field Specify TransDate for all the records.
    Document account field Specify TaxPeriod for all the records.
    Company Select the ID of the legal entity.
    User query This checkbox is automatically selected when you define criteria by selecting Edit query.

  6. For each new line, select Edit query, and specify a related settlement period for the legal entity that's specified in the Company field on the line.

    When the setup is completed, the Collect data function on the Electronic messages page collects sales tax payments from all legal entities that you defined.