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(HU) Sales tax declaration report (SalesTaxDeclarationInformation) [AX 2012]

Updated: November 6, 2012

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

Use this report to create the monthly value-added tax (VAT) statement. This report includes the details about the sales taxes collected and owed for a given tax settlement period. To view the report, you must first create the report for the selected settlement period, and then you can print the report. This report is typically used by accountants, accounting managers, accounting supervisors, accounts payable centralized payment clerks, accounts payable clerks, accounts payable managers, accounts payable payment clerks, chief financial officers, and financial controllers.

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Create report

Open the Sales tax declaration information form, and generate the VAT statement for the selected settlement period. If you approve the statement, then no new transactions can be posted to the settlement period.

Clear period

Clear a VAT statement that has already been generated, and then regenerate the statement.

Cancel period

Open a closed settlement period. This action clears the Approved check box, clears the Sales tax reporting field, and enables you to post additional transactions to the settlement period and then generate the VAT statement again.

Print report

Print the VAT statement report for the reporting period that you select in the bottom grid in the form.

Date

Enter the date that you are generating the report.

Settlement period

Select or view the code that represents the sales tax settlement period.

From date

The start date of the settlement period.

To date

The end date of the settlement period.

Sales tax reporting

The date that the sales tax statement is approved. This field is updated after you approve the report.

Approved

A selected check box indicates that the sales tax statement has been approved. Sales tax transactions cannot be posted to the settlement period after the statement for the period has been approved.

Period start

The start date of the settlement period for which the VAT statement report was generated.

Period end

The end date of the settlement period for which the VAT statement report was generated.

Reporting date

The date that the VAT settlement report was generated.

Use tax

A selected check box indicates that use tax transactions are included on the report.

Approve

Select this check box to approve the sales tax statement. You can select this check box when you create the report, or you can select this check box after you review the report details.

To approve the report after the report has been generated, select the report in the lower grid in the form, click Print report to open the Sales tax declaration information form, and then select the Approve check box.

NoteNote

This field is displayed in the Sales tax declaration information form.

Include use-tax

Select the check box to include use tax transactions on the settlement report.

NoteNote

This field is displayed in the Sales tax declaration information form.

Run mode

Select which currency amounts to print on the report. Select from the following options:

  • Amounts in company currency for accounting – Print the values with the transaction exchange rate.

  • Amounts in company currency for sales tax reporting – Print the values with the transaction sales tax exchange rate. This includes any lines that contain calculated sales tax discrepancies.

  • Amounts in original currency – Print the values in the currency in which the transaction was posted.

NoteNote

This field is displayed in the Sales tax declaration information form.

Printer

The printer that is currently selected. To select a different printer, click Destinations ....

This field is blank if Screen is selected in the Print destination field.

NoteNote

This field is displayed in the Sales tax declaration information form.

Print destination

The destination where the report is produced. Click Destinations ... to change the destination for the report.

NoteNote

This field is displayed in the Sales tax declaration information form.

The following topics explain how to print a report and how to filter and sort the data on a report.

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

SalesTaxDeclarationInformation

Location of report in the AOT

SSRS Reports\Reports\SalesTaxDeclarationInformation

Menu item of the report

This report does not have a menu item. Print the report directly from the Sales tax declaration information form. Use the navigation path in the next row to open the VAT reporting form, and then click Print report.

Navigation to the report

Click General ledger > Periodic > VAT reporting.

The data on this report comes from the following sources:

  • TmpTaxReport_HU

NoteNote

To determine where the data in the temp table comes from, view the cross-references for the SalesTaxDeclarationInformationDP.processReport class.

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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