The Intrastat declaration wizard helps you collect and edit data for creating Intrastat declarations. You can then generate an import or export declaration file that you submit to the local authorities.
Caution
If you change the Intrastat settings of your company, business partners, items, or transactions after a declaration run, the changes are not included automatically in the Intrastat declaration report. To include such changes, run the declaration wizard again.
Note
For a new company or an upgraded company without the Intrastat add-on, if you have added some business documents before you initialize the Intrastat declaration function, the processed transactions can be declared when the following requirements are met:
The business partner is Intrastat–relevant, has a default ship-to address in an EU country, and has a federal tax ID.
The item is Intrastat–relevant.
For sales documents, the ship-to address on the document is in an EU country other than the declaration country.
For an upgraded company with the Intrastat add-on, the system automatically enables the Intrastat declaration function during upgrade.
With the Intrastat declaration wizard, you can perform the following tasks:
Create Intrastat declarations
View and correct executed declarations
Generate declaration files
You can create the following types of Intrastat declarations:
New declaration: “Normal” monthly or quarterly Intrastat declaration
Nil declaration: “Empty” Intrastat declaration that you file when you have no EU trade to declare for a particular month or quarter. Even if it is not mandatory, creating a nil declaration helps you avoid unnecessary queries from authorities.
Correction declaration: Changes to a declaration that you have submitted if you discover that you have understated or overstated your Intrastat trade. For monthly declaration in some countries, if the variations are within a certain range, you do not need to create a correction declaration for the particular declaration month, but you should include the missing transactions in your next declaration.
Note
Some countries do not allow nil declarations; some countries do not allow correction declarations. For these countries, the Nil Declaration or Correction Declaration option is not provided as a declaration type.
Before creating an import or export declaration file, the Intrastat declaration wizard validates the data in your declaration based on the following settings:
On the General tab of the Intrastat Configuration window, if you have selected the Require All Data checkbox, the wizard validates all Intrastat fields for which the Required For checkbox is selected for import or export.
On the Intrastat Fields tab of the Intrastat Configuration window, if you have selected the Validation For checkbox for import or export for a field, the wizard validates the field for import or export.
The Intrastat declaration wizard saves the declaration with one of the following statuses:
O (Open): You have saved the declaration run but have not created a declaration file.
C (Closed): You have executed the declaration run and generated a declaration file.
A (Add-on Run): The declaration run was saved in SAP Business One 8.82 or lower before the company was upgraded to 9.0.
Note
The declaration runs with the status Archived serve only as a reference. You cannot reopen, overwrite, or correct any of them. In addition, the link arrows in step 6 (Transactions) of these declaration runs do not work.