An integrated module for Dynamics 365 that helps ensure compliance with Polish legal and tax requirements..

Businesses entering new markets run a higher risk of failure to comply with local regulations. The Polish Localization Pack for Dynamics 365 provides the processes and workflows necessary to meet local legal and tax requirements, including:

Import of counterparty data from the Central Statistical Office (CSO) of Poland repository.

Create vendor and customer records and verify based on the CSO API. Enable the import of counterparty name and address from the CSO repository based on the taxpayer identification number (NIP). Downloading and/or verification of data from the CSO is requested by the user, the result saved to the system.

Change VAT register date on a tax transaction.

Change the date on the VAT register for a posted document.

Automatic loading of exchange rates provided by the National Bank of Poland.

Import exchange rates provided by the National Bank of Poland, initiated manually or scheduled for a particular day or date range, and saved in the currency list in the system.

Fixed assets operations report.

Show operations on fixed assets in the selected period, grouped by operation type and fixed asset category. The report makes it possible to reconcile the amounts of individual types of operations with the turnover and balances of the general ledger accounts associated with the given fixed assets. Report details:

Group of fixed assets
Fixed asset number
Fixed asset name
Initial value
Initial value (opening balance) write-off
Fixed asset acquisition – purchase value in the reporting period
Increase of initial value in the reporting period
Decrease of initial value in the reporting period
Depreciation in the reporting period
Increase in depreciation in the reporting period
Decrease in depreciation in the reporting period
Value of liquidation in the reporting period
Net value
Write-off liquidation in the reporting period
Balance
Depreciation balance

Verification of VAT taxpayer status.

Verify on request and/or cyclically the status of the VAT payer in the Ministry of Finance directory and in VIES. The verification mechanism is based on Ministry of Finance and VIES APIs and includes:

Checking the counterparty on the basis of taxpayer identification number (NIP), initiated by user request for the recipient and supplier files.
Verification of the counterparty when entering invoices and purchase orders.

Polish Localisation Pack

by ANEGIS sp. z o.o.