Sales tax authorities (form) [AX 2012]

Updated: February 16, 2011

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 > Setup > Sales tax > Sales tax authorities.

Use this form to set up the governmental units that sales tax is reported and paid to.

To calculate sales tax payments for a specific settlement period, use the Sales tax payment form. You can then create a payment to the tax authority in a payment journal.

NoteNote

If you have set up the sales tax authority as a vendor, the sales tax payment is created as part of your legal entity’s regular payment routines. For more information, see Set up a sales tax authority as a vendor.

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

Tab

Description

General

View or enter information about the selected tax authority, and select the vendor account that is created for the sales tax authority.

Address

View or enter an address for the selected sales tax authority.

If you selected a vendor account on the General tab and you use this vendor account to settle taxes with the selected tax authority, the address fields are already filled in.

NoteNote

If you later change the information on the vendor account, you must also update the information in this form.

Contact information

Enter and view contact information for the selected sales tax authority. This information is also transferred automatically from the vendor account when you create the sales tax authority and must later be updated every time that the vendor account information is updated.

Field

Description

Authority

Enter a code for the sale tax authority.

Name

Enter the name of the sales tax authority as it is appears on reports and throughout the system.

Authority identification

The unique identifier of the sales tax authority.

Vendor account

Select the vendor account that is set up for the sales tax authority.

NoteNote

If the appropriate vendor account is not selected in this field, the periodic sales tax payments to the selected sales tax authority are not created as part of the payment routine for the legal entity, but must be created manually.

Report layout

Select the report layout that is used for tax reports to the sales tax authority.

NoteNote

The report layout that is selected here is assigned to each sales tax code of the sales tax authority in the Sales tax codes form, but you can change the report layout only in this field.

Print blank page with no transactions

Select this check box to print a blank page on the sales tax payment report for periods that have no transactions.

NoteNote

(ITA) This control is available only to legal entities whose primary address is in Italy, and if Italian report layout is selected in the Report layout field.

Separate summary register

Select this check box to use a separate value added tax (VAT) book to number summary sections.

NoteNote

(ITA) This control is available only to legal entities whose primary address is in Italy, and if Italian report layout is selected in the Report layout field.

Rounding form

Specify the convention to use for rounding the sales tax amount to the sales tax authority.

When you process sales tax payments, the total balance that is due is rounded according to the rounding convention that is selected here.

The following options are available for rounding the number to the right of the unit that is specified in the Round-off field:

  • Normal – Round up numbers 5 and larger, and round down numbers less than 5.

  • Downward – Round down any number.

  • Rounding-up – Round up any number.

  • Own advantage – Round any number to the legal entity’s advantage.

For more information, see Example: Rounding payments made to sales tax authorities.

Round-off

Specify the unit that sales tax amounts are rounded to, according to the option that is selected in the Rounding form field.

NoteNote

Sales tax authorities sometimes prefer to work with whole numbers. In some cases, you might be entitled to round the settlement amount to the nearest unit, 10 units, or 100 units.

Address

View the formatted information for the selected address. This is the address that will appear on a printed document. The original address record may contain information that is not included in this view, depending on the specific country/region format.


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

Community Additions

Show: