Setting up sales tax groups and item sales tax groups

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

Sales tax groups are groups of sales tax codes that are attached to customers and vendors. They are also attached to ledger accounts for transactions that are not posted to a particular vendor or customer.

The sales taxes that apply to a particular transaction are determined by the sales tax codes that are included both in the sales tax group and in the item sales tax group of the transaction.

Sales tax can be calculated only if a sales tax group and an item sales tax group are selected for each transaction for which sales tax must be calculated or recorded.

The topics in this section provide information about how to set up sales tax groups and item sales tax groups.

Set up and use a sales tax group

Set up a default tax profile for a customer or vendor

Create item sales tax groups

Set up default item sales tax groups for an item

Set up a default item sales tax group for a main account

Set up ledger posting groups for sales tax

(SGP) Set up tax groups for GST reporting