(BRA) Fiscal documents (form)

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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

Click Fiscal books > Common > Booking periods. Select a booking period and then, on the Action Pane, click Fiscal documents.. Select a booking period and then, on the Action Pane, click Fiscal documents.

Use the Fiscal documents form to view the information about incoming and outgoing fiscal documents for a booking period. A fiscal document is a legal document that registers the transfer of ownership of an item or service that is provided by a fiscal establishment (issuer) to a person or another fiscal establishment (customer, vendor, subsidiary, or branch). A fiscal document is used to register taxes.

Note

This topic applies only if KB 2839295 and KB 2850595 for Microsoft Dynamics AX 2012 R2 are installed, if cumulative update 6 or later for AX 2012 R2 is installed, or if AX 2012 R3 is installed.

The following table provides descriptions for the controls in this form.

Fields

Field

Description

Show

Filter the fiscal documents to show. You can show All, Booked, or Not booked fiscal documents.

Series

The series of the fiscal document.

Number

The fiscal document number.

Model

The fiscal document model.

Status

The status of the fiscal document.

Account

The account number for the account type.

Fiscal document issuer

The issuer of the fiscal document. The options are Fiscal establishment and Third party.

Name

The name of the fiscal establishment.

Document date

The date when the fiscal document was issued.

Posted date

The date when the fiscal document was posted.

Reviewer

The tax accountant who reviewed the fiscal document.

Review date

The date when the tax accountant reviewed the fiscal document.

Total amount

The total amount of the tax in the accounting currency.

CNPJ/CPF

The taxpayer registration number of the fiscal establishment.

IE

The state tax registration number of the fiscal establishment.

Direction

The direction of the fiscal document. The following options are available:

  • Incoming – The fiscal document is related to incoming products or services.

  • Outgoing – The fiscal document is related to outgoing products or services.

Specie

The specie of the fiscal document.

Cancel accounting date

The date when the document was canceled.

Terms of payment

The terms of payment for the fiscal document.