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

Updated: June 23, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to set up sales tax override groups. Sales tax override groups are composed of two or more sales tax overrides, so that several overrides can be assigned to stores. The overrides themselves must be set up before you can set up override groups.

Overrides are useful, for example, when some customers, such as charitable organizations, children, and indigenous people, are subject to different tax rates. For more information, see Set up sales tax overrides (Retail essentials).

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.

To set up a sales tax override group, follow these steps:

  1. Click Retail essentials > Financials > Setup > Sales taxes > Sales tax override groups.

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

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

  4. On the Setup FastTab, for each sales tax override that you want the group to include, click Add, and then, in the Sales tax override field, select a sales tax override.

After you set up the sales tax override groups, you must assign the groups to the appropriate stores and set permissions to allow specific cashiers to apply overrides. For more information, see Assign sales tax groups to stores (Retail essentials) and Set up permission groups and operations (Retail essentials).


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