Posted sales tax (form) [AX 2012]

Updated: February 19, 2014

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

Click General ledger > Inquiries > Tax > Posted sales tax. Click OK.

–or–

Click Accounts payable > Inquiries > Journals > Invoice journal. Click Posted sales tax.

–or–

Click Accounts receivable > Inquiries > Journals > Invoice journal. Click Posted sales tax.

–or–

Click Procurement and sourcing > Inquiries > Journals > Purchase order confirmations. Click Sales tax.

–or–

Click Project management and accounting > Common > Project invoices > Project invoices. Click Posted sales tax.

Use this form to view posted sales tax transactions. You can sort transactions by sales tax code and use the list to identify errors.

Depending on how you open this form, it might be named Sales tax transactions.

NoteNote

You cannot modify posted sales tax transactions.

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

Tab

Description

Overview

View the list of posted sales tax transactions.

General

View additional information about a sales tax transaction.

Amount

View the amounts for a sales tax transaction in several currencies.

History

View the reversal history for a sales tax transaction. This tab is available only when you open the form from General ledger.

Button

Description

Voucher

Open the Voucher transactions form, where you can view related ledger transactions.

Subledger journal entries

Open the Subledger journal form, where you can preview the accounting entries of a document before it is journalized.

Field

Description

Voucher

The voucher number from the original posted transaction. This is usually generated automatically from a number sequence.

Date

The date that the transaction was posted. This date determines the settlement period of tax transactions and the date that the accrual of interest, if any, starts.

Source

The source of the sales tax transaction. This is set automatically at posting.

Sales tax code

The sales tax code of the posted transaction.

Sales tax direction

The direction of the sales tax transaction (payable or receivable), or the reason for the transaction, such as use tax, tax-free sales or purchase, or tax transaction.

Transaction currency

The currency code that was used for the transaction.

Amount origin

The base amount for the tax calculation in the original currency for the transaction. This is specified in the Transaction currency field.

Calculated sales tax amount

The calculated sales tax amount in the transaction currency.

Actual sales tax amount

The actual or updated sales tax amount for the journal line.

Lot ID

The identifier of the item lot.

Journal batch number

The journal number for the transaction.

Origin

The origin of the selected tax transaction:

  • Sales tax, such as sales tax on purchase orders, sales orders, or journals.

  • Sales tax payment, such as the settlement of sales tax.

  • Cash discount, such as from the use of a cash discount that has a corresponding correction of sales taxes.

  • Offset sales tax, such as the offset of a sales tax transaction.

  • Transfer, such as an amount that is moved from one account to another to adjust a previous transaction.

  • Payment, such as a settlement.

Exempt

If this check box is selected, sales taxes are not calculated or paid on the transaction. The transaction is listed as a sales tax transaction because the sales tax authorities might request a report about the origin and tax base of this type of transaction.

Auto

If this check box is selected, the sales tax transaction was automatically calculated. If the check box is cleared, the sales tax transaction was posted manually.

Intra-community VAT

If this check box is selected, intracompany value added tax (VAT) is calculated for the journal.

NoteNote

(ESP) This control is available only to legal entities whose primary address is in Spain.

Period

The sales tax settlement period that the selected sales tax transaction amounts were posted to.

Version

The settlement version number that is posted on the selected sales tax transaction. A version number is created every time that you calculate sales tax payments in the Sales tax payments form.

Sales tax group

The sales tax group that is posted on the selected sales tax transaction.

Item sales tax group

The item sales tax group that is posted on the selected sales tax transaction.

Exempt code

The code for the justification of a sales tax exemption. This code can be printed. For example, you might print this code on invoices.

Print code

The code that identifies the sales tax code on printed invoices.

The sales tax code identifier is an alphanumeric string that can include special characters.

Value

The percentage or amount per unit of sales tax that was calculated on the source document or journal.

Print

Select which details to print on the invoice.

  • Sales tax codes

  • Sales tax groups

  • No details

GST/HST

The Goods and Services Tax or Harmonized Sales Tax (GST/HST) transaction type that is selected and posted on the purchase order lines, in the vendor invoice journal, or in the general journal.
NoteNote

(CAN) This control is available only to legal entities whose primary address is in Canada.

Sales tax book

The sales tax book that is posted on the sales tax transaction, if any. The sales tax books are created in the Italian sales tax books form.

NoteNote

(ITA) This control is available only to legal entities whose primary address is in Italy.

Sales tax book section

The sales tax book section for the sales tax transaction.

NoteNote

(ITA) This control is available only to legal entities whose primary address is in Italy.

Unrealized tax

If this check box is selected, the transaction contains unrealized tax.

NoteNote

(THA) This control is available only to legal entities whose primary address is in Thailand.

Realized finish

The date that unrealized tax for the transaction was realized.

NoteNote

(THA) This control is available only to legal entities whose primary address is in Thailand.

Quantity

The quantity of units that the posted sales tax transaction is calculated on. For example, packaging duty could be a sales tax that is calculated based on quantity.

Origin

The amount in the accounting currency of the tax base. If the tax base was originally posted in a different currency, the amount in this field is converted using the appropriate exchange rate in the Currency exchange rates form.

Actual sales tax amount (Company currency)

The sales tax in the accounting currency. If necessary, the amount is converted by using the exchange rates in the Currency exchange rates form.

Actual sales tax charge (Company currency)

The sales tax amount that is a use tax and that is posted as an expense in the accounting currency. Use taxes are typically sales taxes that cannot be refunded and that are added to the legal entity’s expenses. If necessary, the amount is converted using the exchange rates in the Currency exchange rates form.

Currency (Sales tax - currency)

The currency code of the sales tax code that is posted on the sales tax transaction. The sales tax code is defined in the Sales tax codes form.

Amount origin (Sales tax - currency)

The amount of the tax base in the sales tax code currency. If the sales tax code currency is not the accounting currency, the amount is converted before the taxes are paid.

Actual sales tax amount (Sales tax - currency)

The amount of the sales tax in the sales tax code currency. If the sales tax code currency is not the accounting currency, the amount is converted before the taxes are paid.

Actual sales tax charge (Sales tax - currency)

The sales tax amount that is a use tax and that is posted as an expense in the sales tax code currency. Use taxes are typically sales taxes that cannot be refunded and that are added to the legal entity’s expenses.

Currency (Transaction currency)

The currency of the original transaction. If the transaction involves an invoice, the invoicing currency is displayed.

Amount origin (Transaction currency)

The amount of the tax base in the transaction currency. If the transaction currency is not the accounting currency, the amount is converted before the taxes are paid.

Calculated sales tax amount (Transaction currency)

The sales tax amount that is a use tax and that is posted as an expense in the transaction currency. Use taxes are typically sales taxes that cannot be refunded and that are added to the legal entity’s expenses. If necessary, the amount is converted using the exchange rates in the Currency exchange rates form.

Actual sales tax amount (Transaction currency)

The sales tax in the transaction currency. If necessary, the amount is converted using the exchange rates in the Currency exchange rates form.

Actual sales tax charge (Transaction currency)

The sales tax amount that is a use tax, is manually adjusted during entry, and is posted as an expense. Use taxes are typically sales taxes that cannot be refunded and that are added to the legal entity’s expenses.

Calculated sales tax charge

The sales tax amount that is a use tax and that is posted as an expense in the original transaction currency. Use taxes are typically sales taxes that cannot be refunded and that are added to the legal entity’s expenses.

Adjusted amount origin

The adjusted tax base amount in the original transaction currency.

Reversed

If this check box is selected, the transaction has been reversed.

Trace number

The number that tracks the reversal transaction.


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