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Configure printing for the simplified Electronic Sales and Income Registry (RVIE) report for Peru

This article explains how to configure printing for the simplified version of the Electronic Sales and Income Registry (RVIE) report for Peru in Microsoft Dynamics 365 Finance including the Excel output.

The simplified RVIE report in Peru is a record of sales and income. It's used to modify proposed reports by the National Superintendency of Customs and Tax Administration (SUNAT). The simplified RVIE report includes annex 5.2.

Prerequisites

Before you can generate and print simplified RVIE reports, the following prerequisites must be met:

  • The legal entity's address must be in Peru.

  • You must enable both the general LATAM feature and the country/region-specific LATAM feature for Peru.

  • You must download the specific report configuration from the Dataverse configuration repository. Learn more in Import Electronic reporting (ER) configurations from Dataverse.

  • You must configure the Electronic reporting (ER) parameters. Learn more in Configure the Electronic reporting (ER) framework.

  • The simplified RVIE report consists of the following formats that you must import:

    • LTM Tax Report mapping
    • LTM Tax Report
    • REG Vtas E Ing Simplicado
    • PE Simplified Sales Register (Excel output)

Additional configuration required for simplified RVIE annex reports including the Excel output

  • You must create a SUNAT tax application code to use on the report. Learn more in Tax application for Latin America.

  • When you configure document classes for purchase invoices, debit notes, and credit notes, the tax application code must be set according to SUNAT table 3, "Types of Payment Receipts or Documents."

  • You can associate debit notes and credit notes with invoices through the source document as required.

    1. In Dynamics 365 Finance, go to Accounts payable > Inquiries and reports > Invoice > Invoice journal.
    2. On the FastTab for the desired transaction, select LATAM > Source Documents.
    3. Select New.
    4. Add the required record.

  • Set up the tax application code of the tax ID types that are used with the codes from SUNAT table 1. Learn more in Tax ID types for Latin America.

  • When you create a person of the Person type, you can use the Phonetic last name field to add a second last name as required.

  • Go to General ledger > Currencies > Currencies, and complete the currency tax application code with the appropriate three-letter code from SUNAT table 2, "Currency Type."

Configure application-specific parameters for the simplified RVIE annex reports including the Excel output

To configure application-specific parameters for a simplified RVIE report, follow these steps.

  1. In Finance, go to Organization administration > Workspaces, and select Reporting configurations.
  2. In the LTM Tax report group, for each format that is listed in the Prerequisites section, on the Action Pane, on the Configurations tab, in the Application specific parameters group, select Setup.
  3. On the Application specific parameters page, on the Lookups FastTab, select CustomerInvoiceIsApplicable.
  4. On the Conditions FastTab, select Add.
  5. In the Lookup result field, select Yes.
  6. In the Document classification ID (VoucherClassId) field, select all document classes that are required for customer transactions.
  7. To ensure that the report shows the transactions that meet the configured conditions, set all the Lookup result fields as No, and specify Blank and Non-blank conditions.
  8. On the Lookups FastTab, select TaxType.
  9. On the Conditions FastTab, select Add.
  10. In the Lookup result field, select IGV / IPM.
  11. In the Tax code field, select General Sales Tax or Municipal Promotion Tax.
  12. On the Conditions FastTab, select Add.
  13. In the Lookup result field, select BIA.
  14. In the Tax code field, select the tax code that is configured for "Taxable base."
  15. On the Conditions FastTab, select Add.
  16. In the Lookup result field, select OT.
  17. In the Tax code field, select the tax code that is configured for "Other taxes."
  18. On the Conditions FastTab, select Add.
  19. In the Lookup result field, select ICPB.
  20. In the Tax code field, select the tax code that is configured for "Tax on consumption of plastic bottles."
  21. To ensure that the report shows the transactions that meet the configured conditions, set all the Lookup result fields as NotApplicable, and specify Blank and Non-blank conditions.

Generate an RVIE report

To generate any RVIE annex report, follow these steps.

  1. In Finance, go to Tax > Inquiries and reports > LATAM > Tax reporting.
  2. In the Format mapping field, select a format listed in the Prerequisites section.
  3. Select OK.
  4. In the Tax application ID field, enter the tax application code that was created for this report.
  5. In the From date and To date fields, set the date range for the report.
  6. Select OK.