Export of VAT Invoices to XML
To generate VAT invoices in XML format for the purpose of their further registration in URTI, use the Export VAT Invoices to XML periodic job. The job is used for uploading one document or an array of documents in XML format. When exporting more than one tax document, tax documents in XML format will be compressed into a zip file. Before you start downloading tax documents in XML format, you need to configure general parameters on the Tax Setup page, read more at the link.
Sequence of steps
- Choose the
icon, enter Export VAT Invoice (xml), and then choose the related link. Alternatively, select Export to XML on the menu ribbon of the Sales VAT Invoice, Posted Sales VAT Invoice page. - On the Export VAT Invoice (xml) page, fill out the required fields on the Data parameters tab as described in the table below:
| Field | Description |
|---|---|
| Posting Type | Sales by default. |
| VAT Inv. Registrar Name | Specify the employee number of VAT Invoice and Adjustment Calculation registrar. Note: it is possible to set the VAT Invoice registrar number for all VAT invoices and Adjustment Calculations by default on the Tax Setup page. |
| VAT Inv. Registrar No. | Will be filled out automatically after specifying VAT Invoice Registrar No. |
| Customer No. | Select the number of one or multiple Customers if you need to generate files for tax documents of a specific Customer or multiple selected Customers. |
| VAT Document No. | Select the number of VAT invoice or Adjustment Calculation from the list if you need to generate a file for a specific or multiple tax documents selected from the list. |
| Number of the reporting document | Is used to generate the name and header of an XML file. The default value is 00. |
| Status document | Is used to generate the name of the XML file. The default value is 1. |
- If necessary, it is possible to use filters on the Sales VAT Invoice Header tab. For example, to download Sales VAT Invoices for the period, specify the required range in the filter pane of the Sales VAT Invoice Header tab for the Posting Date field.
Note
When using a job from the Sales VAT Invoice or Posted Sales VAT Invoice pages, the Document Type and Number filters will be filled out automatically with the values of a specific document the job was called from.
- Click OK to run a job and specify the path to save the file:
- XML generated for one tax document,
- ZIP generated when creating an XML file for more than one tax document.
- After saving XML or ZIP file, a message on the number of created VAT Invoices or Adjustment Calculations in XML format will be displayed.
Note
Tax documents in XML format included in the ZIP file must be unarchived before uploading them for registration in URTI.