Sales tax by customer report (SalesTaxByCustomer)

  • Article

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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 the posted sales tax by customer.

How to filter the data on this report

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 the billing classification to include on the report.

Include transactions without a billing classification

Select this check box to include transactions that are not associated with a billing classification.

Summary

Select this check box to print the report in summary form.

How to work with reports

The following topics explain how to print a report and how to filter and sort the data on a report.

Details of this 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

TaxAmountByCustomer

Navigation to the report

Click General ledger > Reports > Reconciliation > Customer > Sales tax by customer.

Where the data in this report comes from

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).