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#configuration

#mainaccounts

#mappingtables

#saf-t(dk)reports

#taxcodes

Dynamics 365 Finance

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Oct 16, 2023

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Text

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AI Summary

  • The article provides a comprehensive guide for companies to prepare for the accurate generation of SAF-T(DK) reports.
  • The article emphasizes the importance of establishing mapping tables for main accounts and tax codes before diving into the mapping table setup.
  • The article suggests importing necessary configuration from the Microsoft repositories: SAF-T Format (DK) with a prerequisite of product version 10.0.35.
  • The article highlights the need to set the SAF-T General model mapping as "Default" and enable features like "Consolidation account groups" for SAF-T mapping.
  • The article recommends adding a contact person to the company part-ID and a registration-ID to the legal entity.
  • The article mentions selecting "SAF-T Format (DK)" in General ledger parameters > Standard Audit File for Tax (SAF-T).
  • The article explains how to add a mapping table for main accounts and sales tax codes, including replicating the mapping table to other Danish companies with the same chart of accounts using the data entity "Consolidation groups and accounts" and Data Management Framework (DMF).
  • The article provides instructions on mapping Danish standard VAT codes to company sales tax codes and ensuring accurate mapping of tax codes in the SAF-T report generation process. It also mentions the importance of setting the value "Other" as the last condition in the list of conditions for tax code mapping.
  • The article mentions two methods to copy the configuration to other companies: Export/Import and Replicate, with specific considerations for each method.

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