Set up sales tax overrides (Retail essentials) [AX 2012]

Updated: July 15, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to set up sales tax overrides that let cashiers modify the amount of tax on a sales transaction.

Sales tax overrides are useful in various scenarios. Consider the following examples:

  • Some customers, such as charitable organizations, children, and indigenous people, are subject to different tax rates.

  • Some items are subject to different tax rates under certain conditions. For example, food items that are consumed in the store are taxed differently than food items that are carried out of the store.

Each sales tax override specifies the sales tax group or item sales tax group that is overridden, and the sales tax group or item sales tax group that is used instead. Sales tax overrides are organized into sales tax override groups, so that several overrides can be available at each store.

Sales tax overrides are applied by cashiers. For example, the item sales tax group for an item includes a Food sales tax code, but the customer is exempt from taxes on food items. Therefore, the cashier overrides the item sales tax group by using an item sales tax group that does not include the Food sales tax code.

NoteNote

In Retail essentials, the form that you use to complete this task includes a subset of the controls that are available for other configurations of Retail. If a topic about this form describes controls that you don't see, it may be because you’re using Retail essentials.

  1. Click Retail essentials > Financials > Setup > Sales taxes > Sales tax overrides.

  2. In the Sales tax overrides form, click New to create a new sales tax override.

  3. In the Sales tax override field, type a unique identifier for the override. Then, in the Description field, type a name for the override.

  4. In the Status field, select Enable.

    NoteNote

    If you select Disable in the Status field, the override is not used when an override group that includes the override is applied to a transaction.

  5. On the Override FastTab, in the Type field, select the type of sales tax code that is overridden at the point of sale.

  6. In the From field, select the tax group that is overridden at the point of sale. Then, in the To field, select the tax group that is used instead.

  7. In the Override by field, select whether the tax override is applied to the products on specific lines or to the whole transaction.

In addition to setting up sales tax overrides, you must complete the following tasks before you can use the sales tax overrides at the point of sale:

  1. Set up sales tax override groups.

  2. Select sales tax override groups for stores.

  3. Set up reason codes for sales tax overrides.

  4. Set permissions to allow specific cashiers to apply overrides.


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