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Sales tax specification report (SalesTaxByCustomer) [AX 2012]

Updated: January 31, 2012

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

Prepare a report that shows, for each customer account, the sales tax amounts on all posted invoices, and the total sales tax amount. This report also displays the sales tax direction, such as sales tax payable.

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

Billing classification

Select one or more billing classifications to include on the report.

NoteNote

This control is available only if the Public Sector configuration key is selected.

Summary

Select this check box to summarize information by tax code. If you do not select the check box, information is organized by invoice.

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

SalesTaxByCustomer

Location of report in the AOT

SSRS Reports\Reports\SalesTaxByCustomer

Menu item of the report

CustTransTaxTrans

Navigation to the report

Click Accounts receivable > Reports > Transactions > Customer > Sales tax specification.

–or–

Click Accounts receivable > Reports > Transactions > Customer > Sales tax specification.

The data on this report comes from the following sources:

  • CustTable table

  • CustTrans table

  • TaxTrans table

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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