Exact Globe

Product Updates 419, 418, 417, and 416: Intrastat settings and XML functionality enhanced (Polish legislation)

The Intrastat settings and XML functionality can now be accessed at Invoice ➔ Statistics ➔ Intrastat. The settings and XML functionality are available in the Intrastat overview screen via the Settings and XML buttons. Note that the buttons will be available only when the VAT: Tax moment date option has been enabled in General ledger settings (accessible via System ➔ General ➔ Settings).

Apart from the addition of the Settings and XML buttons, the following changes have also been made in the Intrastat overview screen:

• the Transaction filter option only allows imported and exported transactions to be displayed in the overview screen. You can no longer filter the transactions by the sales or purchase type, and
• the Start button has been removed. 

Intrastat settings

By clicking the Settings button, the following screen will be displayed:

In the INTRASTAT settings screen, you can define the information for the recipient or sender, representative, applicant, customs and tax office, sales and purchase thresholds and goods.

XML functionality

By clicking the XML button, the following screen will be displayed:

Submitting declarations

By selecting the Declaration option at Intrastat type, you will be able to generate a final XML file monthly. The output of the XML files can be defined under the Intrastat section. By default, the From date and the To date fields will be defined with the start and end dates of the selected month.

If the Final check box has been selected and the Generate button is clicked, the XML file will be generated for the specific month and year. Once the final XML file has been generated, it will be displayed under the List of declarations in a month section. The Generate button will also be automatically disabled. Multiple XML files can be generated if the Final check box is not selected.

The naming convention of the XML file will include the standard convention, the declaration type (“W” for the export type or “P” for the import type), month, and year (for example, 082019 for a declaration that is done for the month of August in the year of 2019), the three-digit number (for example, 001) and version (for example _001).

Invoices with zero value

The invoices with the zero amount will still be reflected in the Intrastat declaration to take account of invoices for the replacement of defective goods as the quantity of items may not be “0”.

Zero Intrastat declaration

The Intrastat return does not support the zero declaration. The Intrastat declaration must be created even when there is no movement of goods in a given period.

Submitting corrections

By selecting the Correction option at Intrastat type, you will be able to generate the correction XML file for both trial and final versions. The output of the XML files can be defined under the Intrastat section.

The naming convention of the XML file for corrections is the same as Intrastat declaration.

Deleting and regenerating corrections

You can now delete the last created correction. The correction can be deleted by clicking the Delete button. The following correction that will be generated will use the same version number as the one that was deleted. The enhancement only supports the deletion of the last created corrections, and does not support the deletion of the final Intrastat declarations.

XML file output 

The generated XML files can be viewed and deleted at CRM ➔ Entries ➔ Documents.

Exporting Intrastat reports

You can now export the Intrastat reports with the real-time information, including all formats and columns, as displayed on the screen in the Microsoft Excel format.