About Intrastat

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Intrastat reporting is the system that is used to record information and generate statistics on the compulsory declaration of movements of goods to or from other Member States of the European Union (EU). Intrastat reporting is required whenever a transaction crosses the border of another EU country/region.

General steps in the Intrastat process

The following steps illustrate the overall flow of information that is used for Intrastat reporting.

1. Enter a transaction that crosses the border of another EU country/region. When you create a sales order, free text invoice, purchase order, or project invoice, the line transactions will be transferred to the Intrastat form. Information is transferred only if the Country/region type field in the Vendors or Customers form for the sender or receiver of the goods is EU. The Transaction code field in the Intrastat form is set to the default value that was specified in the Foreign trade parameters form. You can change the default value, and complete other Intrastat-related fields manually, before you post the invoice or receipt. When a document line is created, default entries for Intrastat-related fields are taken from the document header. You can change the information on the lines before you post the document and transfer transactions to the Intrastat form.

2. Generate Intrastat transactions by using the Intrastat form. The information for the Intrastat form is found in and transferred from customer packing slip journals, vendor product receipt journals, and invoice journals in Accounts receivable, Procurement and sourcing, and Project management and accounting.

Setup

The following steps illustrate the setup process for Intrastat.

1. Select base data for Intrastat. This can be found in the Address setup, Commodity codes, Transaction codes, Transport method, Port, and Statistics procedure forms. In addition to this information, you can also include information about weight, origin, additional units, and charges on net amount.

2. Set up default values for Intrastat transactions in the Foreign trade parameters form.

Prerequisites for transferring transactions to the Intrastat form

The following table shows requirements that must be completed before Intrastat transactions can be generated.

Form	Prerequisite
Foreign trade parameters  (Click Organization administration > Setup > Foreign trade > Foreign trade parameters.)	Click Country/region properties. In the Country/region type field, verify that the selected country/region has a value of EU. Click Intrastat. On the General FastTab, in the Transaction code field, select the transaction code for sales and purchase orders. Click Compress, and then select the criteria that must be identical for the compression of Intrastat order lines. Click the Transfer and Check setup FastTabs, and then select other specific criteria for transferring transactions to Intrastat. Click Number sequences, and then specify number sequences for foreign trade documents. Note The country/region that you are sending goods to or receiving goods from must be in the EU.
Address setup  (Click Organization administration > Setup > Addresses > Address setup.)	Click Country/region. Specify the Country/region and ISO field values for the relevant countries/regions.
Legal entities  (Click Organization administration > Setup > Organization > Legal entities.)	Click the Foreign trade and logistics FastTab. In the VAT exempt number export field, select the tax exempt number for export (dispatches). In the Branch number extension export field, specify the branch number that is used in association with the value in the VAT exempt number export field. In the VAT exempt number import field, select the tax exempt number for import (arrivals). In the Branch number extension import field, specify the branch number that is used in association with the value in the VAT exempt number import field. In the Intrastat code field, enter the Intrastat code for the relevant countries/regions.
Released product details  (Click Product information management > Common > Released products. Select a record. On the Action Pane, click Edit.)	Click the Foreign trade FastTab. Select Commodity. Specify any other relevant field values. Click the Manage inventory FastTab. Enter a value in the Net weight field.
Customers  (Click Accounts receivable > Common > Customers > All customers. Select a customer account. On the Action Pane, click Edit.)	Click the Addresses FastTab. Click Edit. Select a Country/region.
Vendors  (Click Accounts payable > Common > Vendors > All vendors. Select a vendor account. On the Action Pane, click Edit.)	Click the Addresses FastTab. Click Edit. Select a Country/region.

Generate Intrastat transactions

The following steps illustrate the process for generating Intrastat information for reporting.

1. Click Organization administration > Periodic > Foreign trade > Intrastat.

2. Click the Transfer XX button, where XX is the International Organization for Standardization (ISO) code for the country/region, as specified in the Address setup form.

3. Verify the types of transactions that will be included, and then click OK.

See also

Set up Intrastat from a free text invoice

(BEL) Transfer vendor invoice transactions and generate an Intrastat declaration

(FIN) Generate a Finnish Intrastat declaration

(GBR) Create and submit an Intrastat report in the CSV02 file format

(ITA) Compress the Intrastat transactions and generate the Intrastat report

(ITA) Generate, print, and export the Intrastat report

(SWE) Generate an Intrastat file for an EU customer

(SWE) Generate an Intrastat file for an EU vendor