What’s new in Build 8.2.004
Supply
A new button for exporting self-assessment protocols from purchase invoices has been added to the list of Purchase Documents (2410) => “Actions” tab:
This button opens the BORA BS assistant for bulk creation of self-assessment protocols from purchase invoices.
The idea is that at the end of the period all purchase invoices that meet the conditions are called up, and the system generates self-assessment protocols with 20% VAT or self-assessment protocols with 0% VAT for them.
General criteria for both types of protocol:
1. The accounting date of the purchase documents must fall within the set period;
2. The purchase documents must not be linked to a self-assessment protocol;
3. The purchase documents have ID 241% (i.e. a simplified purchase invoice and a simplified credit and debit note for a purchase).
Specific criteria:
Self-assessment protocol with 20%:
1. The counterparty in the purchase document must be from a European Union country (other than BG).
Self-assessment protocol with 0%:
1. The counterparty in the purchase document must be from a country OUTSIDE the European Union;
2. The purchase document must have at least one line of the service type (22).
NB: Purchase documents for which the country cannot be determined are not included in the list!
Steps in the wizard for self-assessment protocols:
Step one: Choose the reporting period and the type of protocol.
Step two: Choose the invoices for which protocols will be generated: all of those in the list, one or several. In this step you can exclude invoices that meet the requirements above but for which a protocol is not needed after all.
Step three: Self-assessment protocols are generated, and reasons are shown where a protocol cannot be generated. The newly created documents are numbered in sequence, depending on the order of the accounting dates.