Tax calculation
The way to obtain all the information will consist in a process that will extract the tax information from all the objects of Sage X3 that have relation with Tax:
- Journal Entry
- Sales and Purchasing Invoices
- Customer and Supplier BP Invoices
The information will be stored in several working tables in the most useful format in order to obtain the appropriate queries and reports.
The inquiry will have different selection criteria to filter the data:
- VAT or Retention (in the same inquiry we will obtain both information)
- Accounting date
- Type of VAT
- Tax from a BP
- Retention details
You can choose to display invoices and payments suject to special cash VAT regime.
In addition, these working tables facilitate the connection with external applications that are used to complete the legal requirements. For example, theses working tables will be used for the connection with the "Sage Impresos Oficales X3" application. "Impresos Oficiales X3" is used to generate all Spanish legal declarations.
Prerequisites
Refer to documentation Implementation
Screen management
Entry screen
Fields
The following fields are present on this tab :
Year
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Criteria
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It is possible to select only companies with the SPAVAT – VAT Spain general parameter (LOC chapter, SPA group) active. |
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This flag is used if you want to regenerate all the information for the selected period. |
Date range
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Cash management
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It is used to populate the cash working table for the payments made in cash. |
Close
Error messages
In addition to the generic error messages, the following messages can appear during the entry :
Function not implemented for this company:
The general parameter SPAVAT of the selected company must be active.
Year different to <year> :
The year of the date should be the same as the Declaration year indicated above.