(BRA) Set up a withholding tax group and attach it to a customer or vendor [AX 2012]

Updated: January 24, 2013

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

Use the following procedures to create a withholding tax group. After you create a group, you can assign multiple withholding tax codes and calculate multiple withholding tax rates for transactions. You can also attach a withholding tax group to a vendor or a customer. For more information, see Withholding tax groups (form).

  1. Click General ledger > Setup > Withholding tax > Withholding tax groups.

  2. Click New to create a withholding tax group.

  3. In the Withholding tax group field, enter the identification code for the group.

  4. In the Description field, enter a description of the group.

  5. On the Setup FastTab, in the Withholding tax code field, select withholding tax codes for the Programa de Integração Social (PIS), Contribuição para o Financiamente da Securidade Social (COFINS), or Contribuição Social sobre Lucro Líquido (CSLL) tax types to attach to the group. You can create new lines and attach multiple codes to the group.

  1. Click Accounts payable > Common > Vendors > All vendors.

  2. Select a vendor, and then on the Action Pane, click Edit to open the Vendors form.

  3. On the Invoice and delivery FastTab, select the Calculate withholding tax check box to calculate the withholding tax for vendor payment transactions.

  4. In the Withholding tax group field, select the withholding tax group and attach it to the vendor.

  5. On the Fiscal information FastTab, in the Inscrição Estadual (IE) field, enter the state registration number of the vendor.

  1. Click Accounts payable > Common > Vendors > All vendors.

  2. Select a vendor, and then on the Action Pane, click Edit to open the Vendors form.

  3. On the Invoice and delivery FastTab, select the Calculate withholding tax check box to calculate the withholding tax for vendor payment transactions.

  4. In the Withholding tax group field, select the withholding tax group and attach it to the vendor.

  5. On the Fiscal information FastTab, in the Inscrição Estadual (IE) field, enter the state registration number of the vendor.


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