Poland: country specific update to support changes in VAT invoices report (SAF invoices or JPK_FA) introduced by version 2 valid from July 1, 2019 on Dynamics 365 for Finance and Operations

Applies to: Dynamics 365 for Finance and Operations

Introduction


The Ministry of Finance of Poland introduced an updated version of the JPK structurefor invoices - JPK_FA (2), which will be in force from July 1, 2019. Theupdated schema of JPK_FA (2) is published on the website of the Ministry of Finance.

Overview


The version “2” of schema of JPK_FA introduces the following changes:

  • In the "Header" (Nagłówek) section, thevalue of the kodSystemowy”attribute of the <KodFormularza>tag is changed to “JPK_FA (2)”; value of “WariantFormularza” tag is changed to “2”respectively.
  • The format applied to the value of the NIPnumber of seller's and buyer's (fields P_4BP_5B) hasbeen changed: the length is extended up to 30 characters, VAT registrationnumbers outside of the Poland are supported. Technical validation onP_4B, P_5B values of the JPK_FA file of compliance with the Polish NIPnumber is omitted.
  • In the field "Type of Invoices" (RodzajFaktury)the option to enter the type "POZ" (remaining) has beenremoved;
  • The "Period of Corrected Period" (OkresFaKorygowanej),containing information on the period of the corrected invoice, became optional;
  • The field "P_12" (information inlines regarding the tax rate) will allow new values: "4","oo" (reverse charge as part of domestic transactions), "np"(for transactions of delivery of goods and provision of services outside thecountry).

Setup


The hotfix provides support of changes in VAT invoices report (SAF invoicesor JPK_FA) introduced by the version 2 which must be valid from July 1, 2019 andsome changes improving performance of the report.

The changes are available on the following versions of Microsoft Dynamics365 fir Finance and Operations:

Version

Details

Dynamics 365 for Finance and Operations 7.3

KB # 4504214

Dynamics 365 for Finance and Operations 10.0.3 (and later)

Build 10.0.106.0 or later

To prepare your Microsoft Dynamics 365 fir Finance and Operations toreport “JPK_FA” report of version “2” (from the beginning of July 2019) thefollowing steps must be done:

1.       Install thehotfix package (link to download is in the “Hotfix information” section of thisarticle).

2.       Import thefollowing (or later) versions of the ER configurations:

Configuration name

Configuration type

Version

Standard Audit File (SAF-T)

Model

32

Standard Audit File model mapping

Model mapping

32.74

SAF Poland

Parent format

32.22

VAT Invoices (PL)

Childe format

32.22.38


Configurations downloading instructions: https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/download-electronic-reporting-configuration-lcs

Important note! Check thatthe “Standard Audit File model mapping” is market as “Default formodel mapping”.

3.       P_12 field’s value (according to the JPK_FA v.2) mayreport, besides the tax rate and “zw” (reverse charge), the following values: “oo(reverse charge as part of domestic transactions), "np"(for transactions of delivery of goods and provision of services outside thecountry). It issupposed that companies in Poland define and use specific Exempt codes (Tax> Setup > Sales tax > Sales tax exempt codes) forsales tax codes setup with exempt on Sales tax groups (Tax > Indirecttax > Sales tax > Sales tax groups) to distinguish taxtransactions by this Exempt code in the report. For the purposes of the report itis needed to define which Exempt codes must be reported with the givenvalues of P_12 tag. To do so, select the “VAT Invoices (PL) format and open Configurations > Applicationspecific parameters > Setup on the Action pane. For the latestversion of the configuration select the “TaxFree_LOOKUP” on the “Lookups”fast tab, go to the “Conditions” fast tab and define conditions for theLookup results:

Lookup result

Exempt codes

np

Select those Exempt codes which are used for sales tax transactions of delivery of goods and provision of services outside the country. If there are more than one such code, you need to add as much lines as more Exempt codes are used for transactions of delivery of goods and provision of services outside the country.

zw

Select *Not blank*. All other transactions with exempt not considering the reason will be reported as reverse charge as part of domestic transactions. This must be the last line in the list, check by the value in the “Line” column.


Forexample:

image.png

Note! Taxtransactions marked as “Reverse charge” will be reported as “oo”,no additional setup is needed.

4. When Lookup results are defined, change the State to the Completed, save and close the configuration.

Important note! Pay attention that the “Effective from”date  of the versions of “VAT Invoices(PL)” formatstarting from 32.22.36 is defined as “July 1, 2019” to accommodate therequirement of efficiency of the changes in it since the 1st of July2019th. This meant that system continues using the previous version ofthe format before this date and only starting from this date the new versionwill be used by the system.

Hotfix information


How to obtain the Microsoft Dynamics AX updates files

This update is available for manual download and installation from the Microsoft Download Center for version 7.3:

Prerequisites

You must have one of the following products installed to apply this hotfix:

  • Microsoft Dynamics 365 for Finance and Operations (7.3)

Restart requirement

You must restart the Application Object Server (AOS) service after you apply the hotfix.

If you are encountering an issue downloading, installing this hotfix, or have other technical support questions, contact your partner or, if enrolled in a support plan directly with Microsoft, you can contact technical support for Microsoft Dynamics and create a new support request. To do this, visit the following Microsoft website:

https://mbs.microsoft.com/support/newstart.aspx

You can also contact technical support for Microsoft Dynamics by phone using these links for country specific phone numbers. To do this, visit one of the following Microsoft websites:

Partners

https://mbs.microsoft.com/partnersource/resources/support/supportinformation/Global+Support+Contacts

Customers

https://mbs.microsoft.com/customersource/northamerica/help/help/contactus

In special cases, charges that are ordinarily incurred for support calls may be canceled if a Technical Support Professional for Microsoft Dynamics and related products determines that a specific update will resolve your problem. The usual support costs will apply to any additional support questions and issues that do not qualify for the specific update in question.