This function will allow to set up the links between the VAT codes and the VAT declaration fields.

Prerequisites

See also Refer to documentation Implementation

Screen management

Entry screen

This will allow the user to assign by VAT type (annual or periodic), by annex type (main, annex 1 or annex 2), by declaration field and by company (this one not mandatory), the VAT codes eligible for that parameters combination.

Note that on some fields number (example 104) it is needed to specify according to company business if the transactions are connected to products and / or services or even if represents a triangular operation.

Main

Type (field DCLTYP)

It is used to define for which declaration periodicity the tax codes will be assigned (if for the periodically declaration or yearly declaration).

Annex (field DCLPAG)

It is used to define for which declaratin part the current setup will be applied.

This setup is mandatory for the main declaration. Regarding the annexes, they should be taken care in case the company has sites located in the islands.
Declaration field (field DCLFLD)

It is to defined the field code in the portuguese declaration.

The field codes are numeric in the state declaration therefore they should be completed with zeros if the lengh is smaller than 3. For example, the field code 3 in the fiscal declaration shoul be created in X3 with the code 003.
Company (field CPY)

It is the code of the company where we want to extract the data.
This company must be legal since fiscal declarations are only possible for juridic entities.
Description (field DES)

Grid Details

Tax (field VAT)

It is used to set the severel taxes codes that will filter the entry journal lines and if other criteria is respected, the related amounts will be included in the calculation.

Good purchase (field GOODAQU)

This field, only available for certain field codes, is used to define if the company main activity is related with goods and / services. If the answer is "yes" then the accounts with VAT type equal to goods and /or services will be included.

Service purchase (field SERVAQU)
Triangular operation (field TRIOPE)

This field is used to determine if the tax code defined periously is supporting a triangular operation or not.

Error messages

The only error messages are the generic ones.

Tables used

See also Refer to documentation Implementation