Sales tax overrides (form)

Article
10/09/2018

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

Click Retail > Setup > Sales taxes > Sales tax overrides.

Use this form to set up overrides for sales tax. Cashiers can use overrides to modify the amount of tax on a sales transaction.

Task that uses this form

Set up sales tax overrides

Example

The sales tax group for a product includes a sales tax code that is named Food, but the customer is exempt from tax on food items. Therefore, the cashier overrides the default sales tax group by using a sales tax group that does not include the Food sales tax code.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
General	Enter or view general information about the code for overriding sales tax.
Override	Enter or view specific settings for the sales tax override.

Fields

Field	Description
Sales tax override	The unique identifier of the code for overriding sales tax.
Description	The name of the code for overriding sales tax.
Status	Select the status of the override code, either Enable or Disable. Warning If you select Disable, the override has no effect when an override group that includes the override code is applied to a transaction.
Additional description	More information about the override code. This information is displayed to cashiers.
Type	Select the type of sales tax group, either Item sales tax group or Sales tax group.
From	Select the tax group methods that can be overridden by another tax group method. For example, to allow the tax group to be changed from No tax group to Any tax group or Specified tax group, select No tax group in the From field. Options for this field are: No tax group – The default tax group is overridden by no tax group. In other words, no taxes are applied. Any tax group – The override is available, regardless of the tax groups in the transaction. Specified tax group – The override is available for the tax group that you select in the From tax group field.
To	Select the tax group methods that can be used instead of the default tax group. For example, to allow the tax group to be changed from No tax group or Any tax group to Specified tax group, select Specified tax group in the To field. Options for this field are: No tax group – The default tax group is overridden by no tax group. In other words, no taxes are applied. Specified tax group – The default tax group is overridden by the tax group that you select in the To tax group field.
(Product sales tax) From tax group	Select the tax group that is overridden. This field is available only if you selected Specified tax group in the From field.
(Product sales tax) To tax group	Select the tax group that is used instead of the default tax group. This field is available only if you selected Specified tax group in the To field.
Override by	Select Line product to override tax for specific products, or select Transaction to override tax for the whole transaction.
(Sales tax) From tax group	Select the tax group that is overridden. This field is available only if you selected Specified tax group in the From field.
(Sales tax) To tax group	Select the tax group that is used instead of the default tax group. This field is available only if you selected Specified tax group in the To field.