Czech Intrastat Reporting

Note

In the 2022 release wave 2, Business Central includes a redesigned Intrastat experience with extended features. If you are a new customer using version 21 or newer, you are using the new experience. For customers who upgraded from previous releases, using the new experience depends on whether your administrator has enabled the Feature Update: Replace the existing Intrastat functionality with the new Intrastat extension option on the Feature Management page. Learn more at the Set Up Intrastat Reporting article. This article describes the previous functionality.

Important

It is not possible to use the old and new experiences in parallel. Before activating the extension in a production environment, it is recommended that you first enable and test this feature in a sandbox environment with a copy of production data. Once you activate the new Intrastat experience in your production environment, you cannot revert back to the old Intrastat functionality.

Dynamics 365 Business Central provides features that allow you to collect statistics on the trade in goods among EU member nations and to prepare Intrastat report file for submitting. With Intrastat CZ app you can complete periodic Intrastat reporting to report trade of goods according to Czech local legislation. To use this app, you first need to have installed Intrastat Core app.

Main Features

• Setting up Intrastat reporting
• Setting up Items and Fixed Assets for Intrastat reporting
• Setting up Intrastat Checklist for validation Intrastat rules
• Setting up Data Exchange Definition to create Intrastat file exports
• Creating and Submitting Intrastat report file
• Submit Intrastat Report in accordance with Czech requirements

Extension of settings for Intrastat CZ

• Statistic Indication - the code list is added to the Intrastat report lines and to the report export.
• Intrastat Delivery Groups - the code list is added to Delivery Methods, Intrastat report lines and report export.
• Item Charges - the field Include in Intrastat amount has been added to allow the user to specify which charges should be included in the Intrastat amount. The application or non-application of the Intrastat charge amount can also be affected retrospectively for items already posted.
• For Intrastat purposes, the Item Card is extended with the Specific Movement and Statistic Indication fields.

Intrastat reporting settings

The following fields have been added to the Intrastat reporting settings:

• Intrastat Rounding Type - specifies the rounding type for calculating amounts when creating Intrastat reports and allows you to set the rounding to Up, Down or Nearest.
• Def. Phys. Trans. - Returns - Specifies the default value of the Physical Movement field for sales and service returns and purchase returns.
• Transaction Type Mandatory - Controls the value to be filled in when posting documents.
• Transaction Spec. Mandatory - checks the value to be filled in when posting documents.
• Transport Method Mandatory - checks the value to be filled in when posting documents.
• Shipment Method Mandatory - checks the value to be filled in when posting documents.

Using the Intrastat report

• The Suggest lines function fills the Intrastat report lines taking into account the application or non-application of the amount of Item Charges and the way the amounts are rounded.
• The Checklist Report performs standard checks on the Intrastat report including added checks on the mandatory fields Transaction Type, Transaction Spec, Transport Method and Shipment Method.
• Create File exports the Intrastat report. The export of the report uses the Data Exchange Definition setting which follows the current format of the CZ Intrastat report. The Data exchange definition allows user editing of the data export.

See also

Czech locaal Funkcionality
Set up Intrastat reporting
Work with Intrastat reporting