Dynamics 365 Finance
Category
Dec 19, 2023
Published date
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Article Type
AI Summary
- This article provides a concise guide on generating the Standard Audit File for Tax (SAF-T) in Dynamics 365 Finance and Operations (D365FO) to ensure compliance with legal requirements.
- Before generating the SAF-T file, it is important to install the latest configurations for SAF-T Format (NO) and SAF-T Financial Data Model Mapping.
- The SAF-T report generation can be initiated by navigating to General ledger > Ledger setup > General ledger parameter > Standard Audit File for Tax (SAF-T) and confirming the ER config aligns with the legal entity's needs.
- The article outlines the key configuration parameters for generating the SAF-T file, including the period configuration, export all option, contact person specification, and reporting parameters.
- The period configuration allows for defining the time frame of the SAF-T report by specifying the "From date" and "To date" options.
- The export all option allows for exporting customers, vendors, and financial dimensions with balance on the provided date interval or excluding those with zero opening balance.
- The contact person parameter requires specifying an employee who generated the SAF-T file.
- The article recommends generating the report with the "Include zero lines" parameter enabled to report tax information accurately. Additionally, it suggests utilizing consolidation account groups and grouping categories for more efficient SAF-T generation.Efficiently generating SAF-T files in D365FO ensures adherence to tax regulations and simplifies the process for financial reporting. Properly configuring the essential parameters outlined in this guide will streamline the generation process for a compliant and accurate SAF-T report.
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