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Unique certification

  • Статия

In Italy, withholding tax agents must electronically communicate the Unique certification to the revenue agency to certify the following information:

  • Income of dependent employments
  • Self-employed income
  • Commissions
  • Other income

Prerequisites

The following prerequisites must be met before the functionality can be used:

  • The primary address of the legal entity must be in Italy.
  • The Unique certification feature must be turned on in the Feature management workspace. For more information, see Feature management overview.

Set up the Unique certification

Set up a number sequence

  1. Go to General ledger > Ledger setup > General ledger parameters.
  2. On the Number sequences tab, in the Unique certification Id field, define a number sequence.

Set up the unique certification values

  1. Go to Tax > Setup > Withholding tax > Set up unique certification values
  2. Specify the values for the Unique certification feature.

The Set up unique certification values page allows you to configure the values available for several fields:

  • record B: Exceptional events
  • record D: Exceptional events, special categories, and unified counties
  • record H: Reason and code

Values that are specified on Setup Unique Certification values page, and marked with Yes in the Active column, will be available in the related lookup fields on the Unique certification page. Use this page for future regulatory upgrades of the unique certification to add or delete values.

You can import the initial set of values for Setup Unique Certification values by using the Setup Unique certification values (UniqueCertificationValueEntity) entity and the Data management framework. For more information, see Data import and export jobs overview. You can download the initial set of values for the Setup Unique Certification values from the IT SetupUniqueCertificationValues file in the Data package asset data type section of the Shared asset library in the LCS portal and then import it in to the Data management framework.

The source data used for import can be presented as a Microsoft Excel file that has the following column names:

  • FIELD
  • VALUE
  • ACTIVE
  • VALUEDESCRIPTION

Set up a revenue typology for the Unique certification

You must set up a revenue typology in the Revenue typology field in the Invoice and delivery section on the Vendors page.

Set up a format for the Unique certification

  1. Go to General ledger > Ledger setup > General ledger parameters.
  2. On the Withholding tax tab, in the Unique Certification format mapping field, define the Electronic reporting (ER) format that should be used to generate the Unique certification.

Generate the Unique certification

  1. Go to Tax > Declarations > Withholding tax > Unique Certification.

  2. Select New.

    Note

    The year before the year of the current system date is automatically assigned as the reporting year of the declaration.

  3. In the Title-page section, enter the company information and the information about the person who is in charge of communicating the Unique certification to the revenue agency.

  4. Select Generate to create the certifications for each recipient and to automatically fill in the other sections. The Vendor section contains the list of recipients (vendors) and the vendor details.

  5. Select Generate details to enter the details of vendors transactions in the declaration.

  6. The Withholding tax section shows the amounts of each vendor certification. The amounts are calculated and sorted by withholding tax code.

Process the Unique certification

After the Unique certification is generated and filled with data, you can select Validate to validate the data before the output file is generated. After the output file is validated, select Export to generate the electronic output file in the legally required format.