Poland: Reporting in Polish VAT declaration (JPK-V7M) of invoices with mandatory split payment mechanism applied in Dynamics 365 Finance

Introduction

On July 4, 2019 the Act on Tax on Goods and Services, binding from September 1, 2019 introduces the obligation to report in an electronic document that consist of Jednolity Plik Kontrolny VAT (JPK_VAT) with the declaration (Jednolity Plik Kontrolny  VDEK – “JPK_VDEK”) – JPK-V7M.

Microsoft Dynamics 365 Finance supports JPK-V7M format. Find details on the initial feature release and further updates in the following KB articles:

KB number

Title

4540232

JPK_V7M replacing JPK_VAT (SAF VAT) from October 1, 2020 in Dynamics 365 Finance

4552887

supplemented pack I for Standard Audit File VAT declaration with registers (JPK_V7M) in Dynamics 365 Finance

4575386

VAT declaration with registers JPK-V7M (VDEK) in Excel format in Dynamics 365 Finance

4579867

VAT declaration with registers JPK-V7M (VDEK) unlock partial generation possibility in Dynamics 365 Finance

This article is dedicated to changes in reporting of invoices with mandatory split payment mechanism applied in VAT declaration (JPK-V7M) according to changes introduced in scope of the “Mandatory split payment” and “Voluntary split payment” (https://support.microsoft.com/en-us/help/4584165) features for Poland.


Overview

The changes described in this article are supported in following or later versions of Finance:

Dynamics 365 Finance version

Build number

10.0.12

10.0.507.30018

10.0.13

10.0.569.20015

10.0.14

10.0.605.10014

10.0.15

10.0.637.0

Import and use the following versions of Electronic reporting configurations, which deliver changes described in this article:

ER configuration name

Type

Version

Standard Audit File (SAF-T)

Model

82

Standard Audit File model mapping

Model mapping

82.215

Import the latest versions of these configurations. The version description usually includes the number of the Microsoft Knowledge Base (KB) article that explains the changes that were introduced in the configuration version. Use “Issue search” tool of the LCS portal to find the KB by the number.

Note: After all the ER configurations from the preceding table are imported, set the Default for model mapping option to Yes for “Standard Audit File model mapping” configuration.

For more information about how to download ER configurations from the Microsoft global repository, see Download ER configurations from the Global repository.


Changes description

Split payment (MPP) marker

“MPP” marker is introduced in JPK-V7M report for both sales and purchases registers.

If company does operations for which split payment procedure must be applied, “Split payment” feature must be used.

User doesn’t need to do any specific setup to get “MPP” reported in JPK-V7M when “Split payment” feature is used. The algorithm of “MPP” marker identification is the following:

  • System provides a check of “Split payment” and “Voluntary split payment” parameters of the Customer transaction related to a sales invoice. If “Split payment” parameter is marked and “Voluntary split payment” parameter is not marked, related invoice will be reported with “MPP” marker.

  • System provides a check of “Split payment” and “Voluntary split payment” parameters of the Vendor transaction related to a vendor invoice. If “Split payment” parameter is marked and “Voluntary split payment” parameter is not marked, related invoice will be reported with “MPP” marker.


More information

You can 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.

Note This is a "FAST PUBLISH" article created directly from within the Microsoft support organization. The information contained here in is provided as-is in response to emerging issues. As a result of the speed in making it available, the materials may include typographical errors and may be revised at any time without notice. See Terms of Use for other considerations.

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