SMART SAF-T for Ukraine is an integrated solution built on the functionality of Microsoft Dynamics 365 Finance and Operations Applications. It automates the generation of SAF-T reports in Ukraine in accordance with the format approved by the State Tax Service and fully meets electronic audit requirements.
The SMART SAF-T for Ukraine solution (hereinafter — SMART SAF-T UA) is designed in line with all current requirements of the State Tax Service of Ukraine, international e-audit standards, and applicable legislation.
The implementation of SMART business’s solution for SAF-T UA data preparation and report generation includes the following steps:
- Identifying data sources for all components of the Report.
- Analyzing the current system configuration.
- Assessing data completeness when not all data is maintained in Microsoft Dynamics 365 Finance and Operations Applications.
- Reviewing supplementary information required for reporting, such as responsible officers, founders, accounting policies, etc.
- Analyzing the Ukrainian localization used by the Customer — TIN codes, EDRPOU, UKTZED, KSPOVO, chart of accounts correspondence, first event determination, etc. Identifying data sources for report generation if the Ukrainian localization is not used (master files, first event, and account correspondence).
- Installing the solution in the Customer’s environment.
- Mapping between standard fields and Customer-specific fields.
- Preparing report data based on D365FO Apps using dedicated user-friendly forms.
- Importing data from external systems (outside D365FO Apps). The solution supports data import from other systems in Excel or XML format.
- Generating the XML report in accordance with the Detailed Technical Description of SAF-T UA Elements for subsequent upload to reporting systems via the Taxpayer Portal or other solutions supporting this format (e.g., M.E.DOC).
- Validating the generated files against the XSD schema.
Features included in SMART SAF-T UA Release 2025.10:
- Development of the file generation logic in accordance with the defined constraints.
- Creation of the Accounting Policy table, including a form, menu item, translations, and security objects.
- Adaptation of the existing StandardAccountID and Tax Codes mappings, along with sample mapping configurations aligned with reporting requirements.
- Implementation of solutions for accounting and reporting of ledger memos and other source documents (OtherSourceDocuments), as well as tax differences (TaxDifferences).
- Development of Sections I. Header, II. Master Files, III. General Ledger Transactions, and IV. Supporting Documentation for Accounting Records.
- Addition of new fields to the report run settings form and enabling storage of report parameters in Azure Storage.
- Development of a periodic task for automated report execution.
- Development of the XML generation logic and multi-file output structure.
- Addition of master files for mapping.
- Implementation of the TransactionType assignment procedure.
- And more.
To download the full Release Notes in PDF (available in Ukrainian and English), click the corresponding link below:
