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Set up a default tax profile for a customer or vendor [AX 2012]

Updated: October 7, 2011

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

You can set up a default tax profile for a customer or vendor. By default, the tax information is used when you create transactions for the customer or vendor. However, you can change the default information for individual transactions, if you have to.

  1. Click Accounts receivable > Common > Customers > All customers.

    –or–

    Click Accounts payable > Common > Vendors > All vendors.

  2. Double-click the customer account or vendor account to set up a default sales tax profile for.

  3. On the Invoice and delivery FastTab, in the Sales tax group field, select the default sales tax group for the customer or vendor. The default sales tax group is selected automatically when transactions are created for the customer or vendor. However, you can change the sales tax group for individual transactions before the transactions are posted.

  4. In the Tax exempt number field, select the tax exempt number, if the customer or vendor has a tax exempt number.

  5. Select the Prices include sales tax check box if the prices on orders for the customer or vendor include sales tax.

You create a sales order for 10 lamps. The unit price on the order line is 10.00. The sales tax is 25 percent.

Case 1

For customer 1, the Prices include sales tax check box in the Customers form is selected. The sales tax is calculated as follows:

Gross price, which includes sales tax: 10 * 10.00 = 100.00

Net price, which excludes sales tax: 100.00 / 1.25 = 80.00

Case 2

For customer 2, the Prices include sales tax check box is cleared. The sales tax is calculated as follows:

Gross price, which includes sales tax: 100.00 * 1.25 = 125.00

Net price, which excludes sales tax: 10 * 10.00 = 100.00

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