This article applies to Microsoft Dynamics AX for the Norwegian (no) region.

This hotfix will introduce the changes for VAT return statement for year 2017 are available in the Norwegian version of Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, and Microsoft Dynamics AX 2009 SP1.

More Information

The changes in the hotfix enable changes for VAT return statement for year 2017 in the Norwegian version of Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, and Microsoft Dynamics AX 2009 SP1.

IMPORTANT The reporting codes representing the boxes of the VAT statement are changing their assignments starting from year 2017, thus before updating the reporting codes and settings in sales tax codes as per instruction below, it is required to complete all the reporting activities for year 2016.

For instance, reporting code 31:

Before CY 2017 is used for sales exempt from tax.

From CY 2017 will be used as taxable sales under 25%.

The following is recommended to move to the updated VAT reporting:

1) Create all the necessary sales tax codes to collect tax amounts in accordance with Your business activity and required itemization\details in VAT reporting for year 2017. This should be done before the 1st of January 2017.

2) Generate VAT report for the last period of2016. This should be done using current VAT reporting functionality and current sales tax reporting codes valid for 2016.

3) Start daily postings of transactions on the 1st of January 2017, using sales tax codes valid for 2017.

4) Create\update new sales tax reporting codes valid for 2017 and link the Sales tax codes to these new sales tax reporting codes.

5) Generate the VAT report for the 1st period of 2017.

NOTE It is recommended to save sales tax reporting code settings valid before 2017 in case a correction for tax records of old periods is required – for details please refer to the section Correction of periods earlier then 2017

Setup Reporting codes
Go to General ledger -> Setup -> Sales tax -> External -> Sales tax reporting codes, create the following reporting codes, setting
Norwegian report layout for each of them:

Reporting code

Description

Sign

Calculation

11

Total turnover not covered by the VAT Act

-

21

Total turnover and withdrawal covered by the VAT Act and import, basis

+

31+41+51+61+71+81
+91+101+111+121

31

Domestic turnover and withdrawal, and calculated VAT 25 %, basis

-

32

Domestic turnover and withdrawal, and calculated VAT 25 %, calc. tax

-

41

Domestic turnover and withdrawal, and calculated VAT 15%, basis

-

42

Domestic turnover and withdrawal, and calculated VAT 15%, calc. tax

-

51

Domestic turnover and withdrawal, and calculated VAT 10 %, basis

-

52

Domestic turnover and withdrawal, and calculated VAT 10 %, calc. tax

-

61

Zero rated domestic turnover and withdrawal, basis

-

71

Domestic turnover subject to reverse charge (emission trading and gold), basis

+

72

Domestic turnover subject to reverse charge (emission trading and gold), calc. tax

+

81

Total zero rated turnover due to export of goods and services, basis

-

91

Import of goods, and calculated VAT 25 %, basis

+

92

Import of goods, and calculated VAT 25 %, calc. tax

+

93

Offset for the 92

+

101

Import of goods, and calculated VAT 15 %, basis

+

102

Import of goods, and calculated VAT 15 %, calc. tax

+

103

Offset for the 102

+

111

Import of goods not subject to VAT, basis

+

121

Purchase of intangible services from abroad, and calculated VAT 25 %, basis

+

122

Purchase of intangible services from abroad, and calculated VAT 25 %, calc. tax

+

123

Offset for the 122

+

131

Domestic purchases subject to reverse charge, and calculated VAT 25 %, basis

+

132

Domestic purchases subject to reverse charge, and calculated VAT 25 %, calc. tax

+

133

Offset for the 132

+

142

Deductible domestic input VAT, 25 %, calc. tax

+

+72

152

Deductible domestic input VAT, 15 %, calc. tax

+

162

Deductible domestic input VAT, 10 %, calc. tax

+

172

Deductible import VAT, 25 %, calc. tax

+

-93-123-133

182

Deductible import VAT, 15 %, calc. tax

+

-103

Note the new controls on the form Reporting codes:
The Sign field enables to change the sign of the amount corresponding to the reporting code.
The Total calculation area provides possibility to include additional reporting codes to the code selected in the upper side of the form. In the example shown above, values of the code 72 will be added to the value accumulated for the code 142.

Note that in order to summarize negative amounts, the ‘minus’ sign should be used, e.g. for the reporting code 172.

Setup Tax period code in Sales tax settlement periods (valid for Microsoft Dynamics 2012 R3 only)
Go to General ledger > Setup > Sales tax > Sales tax settlement periods, create a list of periods. Note the new field on the form named Sales tax period code. Set the period codes according to the submission periods and aligned with the values provided by Tax authorities. Values from this field will be used while generating an XML file.

Assign Reporting codes to Sales tax codes
Go to General ledger > Setup > Sales tax > Sales tax codes, and assign the reporting codes to the relevant sales tax codes as per the setup in the table:

Reporting code

Description

Select the reporting code in this field
on the Report setup tab \ Report setup - credit note tab

11

Total turnover not covered by the VAT Act

Taxable sales or
Tax-free sales
depending on type of sales

31

Domestic turnover and withdrawal, and calculated VAT 25 %, basis

Taxable sales

32

Domestic turnover and withdrawal, and calculated VAT 25 %, calc. tax

Sales tax payable

41

Domestic turnover and withdrawal, and calculated VAT 15%, basis

Taxable sales

42

Domestic turnover and withdrawal, and calculated VAT 15%, calc. tax

Sales tax payable

51

Domestic turnover and withdrawal, and calculated VAT 10 %, basis

Taxable sales

52

Domestic turnover and withdrawal, and calculated VAT 10 %, calc. tax

Sales tax payable

61

Zero rated domestic turnover and withdrawal, basis

Taxable sales

71

Domestic turnover subject to reverse charge (emission trading and gold), basis

Taxable import

72

Domestic turnover subject to reverse charge (emission trading and gold), calc. tax

Use tax

81

Total zero rated turnover due to export of goods and services, basis

Tax-free sales

91

Import of goods, and calculated VAT 25 %, basis

Taxable import

92

Import of goods, and calculated VAT 25 %, calc. tax

Use tax

93

Offset for the 92

Offset use tax

101

Import of goods, and calculated VAT 15 %, basis

Taxable import

102

Import of goods, and calculated VAT 15 %, calc. tax

Use tax

103

Offset for the 102

Offset use tax

111

Import of goods not subject to VAT, basis

Tax-free purchase

121

Purchase of intangible services from abroad, and calculated VAT 25 %, basis

Taxable import

122

Purchase of intangible services from abroad, and calculated VAT 25 %, calc. tax

Use tax

123

Offset for the 122

Offset use tax

131

Domestic purchases subject to reverse charge, and calculated VAT 25 %, basis

Taxable import

132

Domestic purchases subject to reverse charge, and calculated VAT 25 %, calc. tax

Use tax

133

Offset for the 132

Offset use tax

142

Deductible domestic input VAT, 25 %, calc. tax

Sales tax receivable

152

Deductible domestic input VAT, 15 %, calc. tax

Sales tax receivable

162

Deductible domestic input VAT, 10 %, calc. tax

Sales tax receivable

172

Deductible import VAT, 25 %, calc. tax

Offset use tax
in case not using 93, 123, 133.

182

Deductible import VAT, 15 %, calc. tax

Offset use tax
in case not using 103.


Create / Print Report
Go to General ledger -> Periodic -> Sales tax payments -> Sales tax payments, enter the necessary data in the dialog and click OK.

XML file creation is valid for Microsoft Dynamics 2012 R3 only:
In the next dialog window enter the following values for the XML to be created: xml file (path and name); select Message type: Main, Additional or Correction; enter KID number; select report form in the Industry type; enter text in Explanation.

If you do not want the XML file to be generated, just leave the XML file field empty.

Click OK and wait while the report is printed and XML file is created.

NOTE that in case of From date in the first dialog is equal or greater than 1/1/2017 - new format of the report will be printed, and there will be a possibility to generate XML file. Otherwise the old format of the report will be printed and the fields in the dialog related to the XML file generation will be disabled.

Print report after Sales tax payment update
If the Sales tax payment was run in Update mode, it can be printed later from the menu General ledger -> Reports -> External -> Sales tax payments

Click Print report, and the same dialog window with the XML file settings will be shown. If you don’t need the XML file, but just want to look at the printable version of the report – just clear the XML file field.

This form also provides possibility to combine several sales tax payments and print one combined report/XML file which will include summarized data for all selected records. Only records related to one settlement period and with the same From date and To date values can be combined, e.g. Original version and its Corrections/Latest corrections.

Correction of periods earlier then 2017
If a correction is required in a period prior to year 2017, you won’t be able to report them with the settings of reporting codes valid for period starting from 2017. Thus, you will need to substitute them with ‘old’ reporting codes valid for the corrected period, in order to be able to prepare the correction report.

It is recommended to save and store two sets of settings of sales tax reporting codes valid before 2017 and stating from 2017.
You can either update the settings manually or use the periodic procedures described below.

Valid for DAX 2012 RTM, DAX 2012 R1 and DAX 2012 R3
Office add-in installation and data set creation

1. First you need to install Excel add-in. This can be achieved by adding corresponding Microsoft Dynamics AX component using standard installation Wizard (Client components -> Office add-ins)
2. After the add-in has been installed, open MS Excel, create blank workbook and you will see additional tab Dynamics AX
3. Click Add Data -> Add Tables. Select TaxTable in the left pane and add it to the right pane clicking on the corresponding button.
Mark Create worksheet in the bottom of the form, click OK and close the form.
4. New worksheet will be created containing selected table. There is a list of all fields of the TaxTable located on the left side of the worksheet. Add fields that contain settings for the reporting codes by double-clicking on them in the list:

Repot setup tab

Repot setup – credit note tab

Sale
- Taxable sales
- Tax-free sale
- Sales tax payable

Sale
- Taxable sales credit note
- Tax exempt sales credit note
- Sales tax on sales credit note

Purchase
- Taxable purchases
- Tax-free purchase
- Sales tax receivable

Purchase
- Taxable purchase credit note
- Tax exempt purchase credit note
- Sales tax on purchase credit note

Import
- Taxable import
- Offset taxable import
- Use tax
- Offset use tax

Import
- Taxable import credit note
- Offset taxable import credit note
- Sales tax on import credit note
- Offset sales tax on import credit note

5. After all necessary fields are added to the Excel table, click Options and select an AX company to work with. Click Connect and then OK to close the form.
6. Hide the fields selection by clicking the corresponding button Fields. The Refresh button will become enabled.
7. Click Refresh to read data from the AX. Excel table will be populated with the data from the AX.
8. Make the necessary changes in the tax code setup. You may use Lookup button to see the list of available values for the reporting codes:
9. After all the changes are made, click Publish. Data will be saved in AX

NOTE the additional worksheet Dynamics AX Status contains the details of the publishing

Switching between the sets of reporting codes in sales tax codes
To easily switch between different sets of tax reporting codes (valid before 2017 and starting from 2017) it is recommended to separately store all reporting code settings in sales tax codes valid for different years.

Thus, when you need to report corrections for ‘old’ period, switch to the set of the reporting code settings in sales tax codes valid before 2017, by performing the following steps:

- Refresh the data to get the current the current reporting code settings from AX (valid from 2017).

- Replace the whole set of reporting code settings by copying it from the previously saved location (valid before 2017)

- Publish the replaced data back to AX.

Now you can run the repot for the ‘old’ period (before 2017).

NOTE after reporting the corrections for the ‘old’ period (before 2017), perform the steps described above again, in order to switch to the reporting code settings valid for 2017.

NOTE if you want to adjust reporting code name, you can use the same procedure for TaxReportCollection table.


Valid for DAX 2009 SP1
Data Export/Import and definition groups

1. Go to Administration -> Periodic -> Data export/import -> Excel spreadsheets, run the Template Wizard, click Next
Enter the file name where you want to export the existing data (e.g. TaxTable2016.xls)
Click Next.
2. Select TaxTable from the list of tables to be exported and click Next.
3. Generate field list page will appear
Click Next.
4. Do not change anything on the Select fields page and click Next.
5. Check if the Create import definition group is marked on the next page and click Next
6. Mark Export data and Create supporting tables worksheet on the next page. Click Next and then Finish.
7. Data will be exported to file.
8. Make a copy of the created file (e.g. TaxTable2017.xls)
9. Open the copied file and make necessary changes in reporting codes, you can use lookups. Save the file.

Switching between the sets of reporting codes in sales tax codes
In order to import new set of reporting codes

- Go to Administration -> Periodic -> Data export/import -> Definition groups.

- Locate the definition group created previously and click Table setup. In the opened form change Import status to Import and close the form

- Go to Administration -> Periodic -> Data export/import -> Excel spreadsheets, click Microsoft Office Excel import. On the General tab select the definition group which was created previously, and the file to import the set of reporting codes from.
On the Advanced tab select Import rule = Insert new and update existing records
Click OK and wait until the data is imported. Validate that the reporting codes in AX were updated according to the changes made in the file.

In order to switch to the other set of reporting codes, perform the steps described above again.

Hotfix information

A supported hotfix is available from Microsoft. There is a "Hotfix download available" section at the top of this Knowledge Base article. 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+ContactsCustomers

https://mbs.microsoft.com/customersource/support/information/SupportInformation/global_support_contacts_eng.htmIn 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.


Installation information

If you have customizations for one or more of the methods or the tables that are affected by this hotfix, you must apply these changes in a test environment before you apply the hotfix in a production environment.
For more information about how to install this hotfix, click the following article number to view the article in the Microsoft Knowledge Base:

893082 How to install a Microsoft Dynamics AX hotfix

Prerequisites

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

  • Microsoft Dynamics AX 2012 R3

  • Microsoft Dynamics AX 2012 R2

  • Microsoft Dynamics AX 2009 SP1

Restart requirement

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

File information

The global version of this hotfix has the file attributes (or later file attributes) that are listed in the following table. The dates and times for these files are listed in Coordinated Universal Time (UTC). When you view the file information, it is converted to local time. To find the difference between UTC and local time, use the Time Zone tab in the Date and Time item in Control Panel.

Need more help?

Expand your skills

EXPLORE TRAINING >

Get new features first

JOIN MICROSOFT INSIDERS >

Was this information helpful?

What affected your experience?

Thank you for your feedback!

×