Whitelist

Whitelist

The White List of Taxpayers facilitates the work of D365 F&O users by allowing them to verify the data of counterparties directly in the system with the registers of tax authorities. Thanks to these additions, it is possible to automate the checking of a VAT taxpayer’s status (or the status of their bank account) and to review the validation history. The functionality of the White List of Taxpayers is supported by two data retrieval interfaces provided by the Ministry of Finance.

White List - This feature enables the verification of a taxpayer's bank accounts using the tax identification number and bank account numbers. Thanks to this addition it is possible to prepare outgoing payments (split payment) made through the electronic banking module while simultaneously checking the status of the supplier's bank account. This feature is based on a flat-file provided by the tax authorities.
VAT Status Verification - This feature enables the checking of a taxpayer's status using only the tax identification number, without the need to verify any bank accounts. VAT status verification is independent of verification on the White List. This feature is based on integration with an external WebAPI interface provided by the tax authorities.

Conducting international transactions becomes easier with entities recognized as reliable VAT taxpayers. This approach can help avoid tax misunderstandings and facilitate the trading process.

Incorporating a whitelist of taxpayers into the ERP system can minimize the risk associated with tax fraud. Taxpayers on this list are usually deemed more trustworthy, making it less likely for them to be involved in tax irregularities.

Maintaining a whitelist of taxpayers in the ERP system also aids in complying with local tax regulations.

Utilizing a whitelist of taxpayers helps avoid potential sanctions and tax penalties that could arise from transactions with unethical taxpayers.

A comprehensive verification history of taxpayers on the whitelist enables tracking and documenting the verification process which can be crucial during audits and tax inspections.