In the heading section of ZD notification, there is a new field ZD Notification Recalculation Date. It decides which documents will be included in the Debtor and Creditor tabs. When recalculating a ZD notification correction, the recalculation date can be changed to the date specified in the original ZD notification.
Documents in the Debtor/Creditor tab are recalculated according to the date specified in the ZD Notification Recalculation Date field.
When issuing a correction to the JPK_V7M for September 2021, a ZD notification correction is generated, which recalculation date is set automatically to 20.10.2021. Based on this date, the documents from 2 years ago are retrieved counting from the beginning of the calendar year, i.e. 01.01.2019 – 20.10.2021, whereas for tax returns issued from 10.2021, the documents from 3 years ago are retrieved lawfully.