Parameters selected on an item of a VAT invoice which determine including of the document in a specific field of VAT-7/VAT-27/VAT-EU declaration:

• National – transaction type selected in General tab
  • Parameter values: Country, TaxFree (available on sales documents), Customer is a taxpayer (available on sales documents)
• Intra-Community – transaction type selected in General tab
  • Parameter values: Intra-community delivery/purchase, Trilateral Intra-community Delivery/Purchase, Delivery Taxed Abroad (available on sales documents), Customer is a taxpayer (available on sales documents)
• Non-EU – transaction type selected in General tab
  • Parameter values: Import, Export (available on sales documents), Delivery Taxed Abroad (available on sales documents), Customer is a taxpayer (available on sales documents)
• VAT Deductions – parameter available on purchase documents
  • Parameter values: Yes, No, Conditionally
• VAT-7 – value of the parameter indicated if an item is to be included in the VAT-7 declaration
  • Parameter values: Yes, No
• VAT-27 – parameter available on sales documents with National transaction type. Its value determines whether a document item must or must not be included in a VAT-27 tax return. If a value Customer is a taxpayer is set in the field Domestic, value of the VAT-27 parameter will automatically be set to Yes.
  • Parameter values: Yes, No
• VAT-EU – parameter available for Intra-community transaction type. Its value determines whether a document item must or must not be included in a VAT- EU tax return.
  • Parameter values: Yes, No
• Type – parameter available for sales and purchase documents,
  • Parameter values: Merchandises, Services, Costs, Fixed Assets, Means of Transport, Real Estate, Service payable to customer, Purchase of cash registers, Physical inventory
• Input Tax Correction – parameter available on purchase documents
  • Parameter values: Yes, No, Article 89b. 1 of the Act, Article 89b. 4 of the Act
• In Proportion – parameter available on sales document. It is used for classifying a given sale as taxed or tax-exempt, which allows for calculating a sale structure indicator for completing a purchase related with tax-exempt and taxed sale.
  • Parameter values: Include, Exclude, In the denominator only
• Output tax correction on intra-Community purchase of fuels – parameter available on sales document for EU transaction type. It is used for classifying an invoice to the field of VAT-7 return relating to intra-community acquisition of motor fuels

Parameter values: Yes, No

Moreover, VAT invoice items are qualified to a given tax return on the basis of the date of tax return – the field In VAT declaration on VAT invoice items. The user may select month and year of including an item in the tax return.

Settings of VAT parameters, required to include VAT invoice items into particular records of a VAT-7, VAT-27 nad VAT-EU tax return forms, are described in a document Comarch ERP Standard Technical Newsletter – Tax Returns.