R2023.07 | 7 July 2023

Legislative Updates

Slovakia VAT return:
Introduction of a second reduced VAT rate at 5%. The following tax codes have been added to support this scenario:
Domestic purchase of services
Domestic purchase of goods
Domestic supply of services
Domestic supply of goods
Slovakia Control Statement:
Updated form and .xml schema for e-filing. The new version of the form enables the transactions with the new 5% rate flowing to the respective sections of the VAT Control Statement.
Germany:
The updated Annual VAT Return for 2023 tax period includes new boxes, the renumbering of lines, and several caption changes. Some boxes were also removed from the Annual VAT Return. The following is a summary of the changes:
Deleted boxes: 255 and 256; 345a and 345b; 257 and 258; 333
New boxes: 157, 158, 159; 346 and 347; 780; 750
Transactions referring to Turnover related to agriculture previously reported in boxes 255, 256, 345a, 257 and 258 are now reported in boxes 346 and 347.

Poland:
A new tax code was introduced to report transactions under Reverse Charge referring to trade in gas, energy, and CO2 emission allowances. The
Reverse charge goods and services – Art. 145e sec.1 - AP_RCDOMPURGDSSRV145
tax code is now available.
Denmark VAT return:
Following publication of an updated return form captions were changed for boxes 1, 4 and B2

Content Enhancements

Manual adjustments in a Listings return:
A warning will be displayed on Company Information sheet if the return purpose is Listings, alerting the users that there are manual adjustments present in the dataset. Manual adjustments should not be made in Listings returns and it has been observed that they can lead to discrepancies in the annual VAT returns that they consolidate to. The warning can be cleared. This is being released for Spain.
Poland ESPL corrections:
The ESPL listing report was enhanced to split the reporting between original submission related to the current period and corrective submission referring to prior periods. The original submission excludes any transactions in which
OriginalInvoiceDate
is populated, and will automatically include these transactions in a separate sheet's
ESPL Corrective
section. The prerequisite is to map in the import specification field
Original Invoice Date
and include the value in the source data. Alternatively the field can be populated in the application using the edit functionality. The corrective transactions require populating fields
OriginalNetAmount
,
OriginalCountryCode
,
OriginalVATNumber
and
Triangulation
indicator manually in the corrective sheets.
Philippines remapping:
Corrected an incorrect formula in the A_A sheet (Quarterly return) for box 18. Previously it referenced values from box 17.
Spain ESPL:
Corrected an issue with aggregation when same counterparty has transactions with different tax treatment and must be split depending on indicator /type of transaction
Czech Republic ESL:
To increase accuracy of reporting, the rounding is applied after the aggregation is performed, rather than on transactional level.

E-Filing Updates

Cyprus VAT return in .xml format
Cyprus ESL in .xml format
Thailand VAT return to .csv format
Poland corrective ESPL .xml format

Accelerated Customer Content

Saf-T Updates

Luxembourg SAF-T:
The
InvoiceType
field is replaced with
InvoiceType2
to meet the SAF-T datatype requirements.

API Automation Updates

Entity manager setup:
This API enables customers to efficiently maintain entity and registration information within the Indirect Tax Compliance Entity Manager:
Add, modify, delete, and retrieve entities
Add, modify, and delete entity master data, such as VAT registrations, jurisdiction etc.
Maintaining VAT groups including adding, modifying, and deleting group structures.
Mappings configuration:
This API allows customers to maintain configurations for the tax code mapping and entity code mapping tables, including adding, deleting, modifying and retrieving mappings

General Updates

Import wizard update:
The import wizard encountered difficulty reading a source file with a "&" character in its file name. However, this issue has now been resolved and an import specification can be created.

Print Return:
Issue related to generating prints with the print type set as Review have been successfully addressed.
Duplicate Ribbon:
Resolved the issue of duplicate ribbons being displayed while loading the return for specific scenarios.
Return Status:
The issue where the status of return can be edited after successful e-filing in a return has been resolved.
Rounding off issue:
Issue with discrepancy in aggregation of total values of supplies for CZ ESL transactions is resolved.

Enhancements to Box Number-CN/INV Mappings:
Resolved issues with case sensitivity of the source tax codes when executing the report.

Enhancements to Return E-Filing Status Report:
Added new columns
VAT Return
and
Listings Return
as part of the integration with Orbitax Advanced Workflow for ONESOURCE Indirect Tax Compliance, or for customers using this report for their own workflow purposes. This will provide the customers more insights if an ESL or Intrastat is created within the dataset. The changes are applicable to the latest template of the Netherlands for this release.
Reconciliation Reports:
Resolved issues on reconciliation reports while exporting data to Excel.
VAT Validation Report:
Resolved issues on the bulk edits with filters.

Resolved issues on exporting grid data to Excel by grouping columns:
With the issue resolved, when the users export the grid data by grouping any columns, they can see the accurate values in the downloaded file that are in sync with the values displayed on the screen. With this fix, users do not see any discrepancies in the values between onscreen and Excel.