Italy: Changes in VAT management by D.L. 119 of 23 Oct 2018: Invoices communication Spesometro/Esterometro on Dynamics 365 for Finance and Operations

Applies to: Dynamics 365 for Finance and Operations

Introduction


According to Legislative Decree no. 127/2015, art. 1 and Decree Law78/2010, art. 21, all companies in Italy must transmit electronically inXML format of the Purchases and Sales InvoicesCommunications (DATIFATTURA) on a quarterly basis starting fromOctober 2017. It was also announced by Italian tax Authority that from the beginningof 2019 together with an obligation of electronic VAT reporting with apre-approval with Italian tax authorities Sdl platform, the Purchases andSales Invoices Communications reporting will be replaced by the Esterometrosubmission - Purchases and Sales Invoices Communications report of cross-bordertransactions to or from non-residents, or non-established in the territory ofItaly entities.

Feature related publications:

Title

Link

A country-specific update is available for Italy of Purchases and Sales Invoices Communications for Microsoft Dynamics 365 for Finance and Operations

https://support.microsoft.com/en-us/help/4048460

Italian Purchase and Sales invoices communication (new Spesometro) version 2.1 on Dynamics 365 for Finance and Operations

https://support.microsoft.com/en-us/help/4282010

(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

Italy: Esterometro/"new Spesometro" to support file splitting by file volume and limits of number of records in Dynamics 365 for Finance and Operations

https://support.microsoft.com/en-us/help/4499472


This articledescribes how to change existing Purchases and Sales Invoices Communications(Esterometro) reporting process on Finance and Operations to use together with “Dateof VAT register” feature (KB #4511201).


Overview


When acompany decides to use “Date of VAT register” feature to enable VAT managementby tax point date which differs from the date of transaction posting, setup of “InvoiceCommunication”processing in Electronic reporting must be adjusted to collect invoices by Dateof VAT register instead of the transaction posting date.

Open Tax > Setup > Electronic messages > Populate records actionpage, select each data source record and modify the query as following:

1. Join “Postedsales tax information for country fields” table via “Posted sales tax”table:

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2. Add the “Dateof VAT register” field from “Posted sales tax information for countryfields” table and specify the criteria as for example for October 2019:


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With thischange when you run “Populate invoices” action in “InvoiceCommunication”processing, invoices with tax transactions, "Date of VAT register" of which is inthe specified criteria will be populated as message items.

In the nextreporting period, specify next period in queries of data sources on Populaterecords action page.

You may downloadand import an example of the queries setup via Data management workflowinstead of manual update of Populate records action queries. To find thepackage with example queries, open LCS portal by the link http://lcs.dynamics.com/ and after log onthe portal, click on Shared asset library. Select Data package > "IT EM Esterometroexample DateOfVAT - populate records":

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Learn more about Data management: https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/data-entities-data-packages?toc=/fin-and-ops/toc.json