Create and deliver a new VAT form

Create and activate VAT forms in the VAT form function (GESVEF). The VAT form should contain the new VAT boxes required for the DCLVATFRA declaration as of January 1, 2022.

To do so, follow these setup steps:

  • Update the current VAT form and set an earlier validity end date.

  • Duplicate the VAT form used for DCLVATFRA as a new form and add and update the required boxes.

  • Disable the previous form and enable the new one.

Set an earlier VAT form validity period

If a VAT form is in use, you cannot add, update, or delete VAT boxes.

As of 01/01/2022, French VAT forms should no longer be used. Set their end date to 31/12/2021. After that date, you need to use the new forms.

Create the new VAT form

Depending on your Sage X3 version, you can create the form by duplicating an existing form.

Set the validity start date on the new form to 01/01/2022.

You have the option to follow the new coding rules for VAT box labels. For example, A: Sales when the box is set to 01-Sales in the VAT boxes function. Refer to this section of the guide for more information.

The new form must contain detail boxes, added in the VAT boxes function, and total boxes set up using the Formula field.

The Formula field can include up to 80 characters. This might not be sufficient if you need to enter the code for all the VAT boxes to be totaled.

There are ways around this limit that also applies to the VAT boxes function:

  • You can add only the most essential VAT boxes that relate to the specific customer situation.

  • You can add subtotal boxes and apply them to the formula used in box 16.

  • You can customize the length of Formula fields (CLCFOR) in the VAT boxes function (GESVTB) and VAT form function (GESVEF) using the VATBOX and VATENTFRMD tables and VATBOX1 and VATENT1 screens.

Disable the previous VAT form

You can only have one active form per declaration, legislation and connection mode. The new VAT form is created as inactive by default in the VAT form function.

The previous form can be disabled after all the declarations extracted for this form in the VAT returns function (GESVFE) have been Validated.