(BRA) Sales tax codes (modified form) [AX 2012]

Updated: February 18, 2013

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

Click General ledger > Setup > Sales tax > Sales tax codes.

Use this form to create sales tax codes for the sales taxes and duties that your legal entity is obliged to calculate, collect, and pay to sales tax authorities.

NoteNote

The controls that are described in this topic apply only to your country/region. For full documentation of this form, see the following topic or topics:

Sales tax codes (form)

Field

Description

Print tax as memo text

Select this check box to print the tax code as a memo on the invoice instead of a predefined field.

Tax type

Select one of the following options to indicate the type of tax that is used for the sales tax code:

  • IPI – Imposto sobre Produtos Industrializados (IPI)

  • PIS – Program de Integracao Social (PIS)

  • ICMS – Imposto sobre Circulação de Mercadorias e Serviços (ICMS)

  • COFINS – Contribuição para Financiamento da Seguridade Social (COFINS)

  • ISS – Imposto sobre Serviços (ISS)

  • IRRF – Imposto de Renda Retido na Fonte (IRRF)

  • INSS – Imposto Nacional de Seguridade Social (INSS)

  • Import tax

  • Other taxes

  • Retained INSS

  • CSLL – Contribuição Social sobre Lucro Líquido (CSLL)

  • ICMS-ST – ICMS tributary substitution (ICMS-ST)

  • ICMS-DIF – ICMS differential (ICMS-DIF)

NoteNote

You must specify the tax type to create and post fiscal documents.

Taxation code

Select the taxation code for the sales tax code.

Retained tax/to recuperate

Select this check box to retain tax from the supplier for a purchase, or to recover tax from a customer for a sales transaction for the sales tax code. For a purchase transaction, the tax amount is deducted from the total invoice amount that is paid to the vendor. For a sales transaction, the tax amount is deducted from the total invoice amount that is received from the customer. If this check box is selected, the Included tax and Tributary substitution method fields are not available.

NoteNote

The Retained tax/to recuperate check box is not available if you select Import tax, ICMS-ST, or ICMS-DIF in the Tax type field.

Included tax

Select this check box to include the sales tax in the sales or purchase price. The total invoice amount includes the tax that is specified on the tax code. If you clear this check box, the sales tax is not included in the sales or purchase price. However, the sales tax is included in addition to the sales price on the invoice. If this check box is selected, the Retained tax/to recuperate and Tributary substitution method fields are not available.

NoteNote

The Included tax check box is not available if you select Import tax or ICMS-ST in the Tax type field.

Tributary substitution method

Select Markup or Simplified estimate as the method to use to calculate the tributary substitution. Tax substitution is the collection of sales tax at the first point of sale, where the markup tax rate is estimated by the fiscal authorities. This is done to expedite the collection of taxes.

If you select Markup or Simplified estimate in the Tributary substitution method field, the Origin field is updated to Percentage of gross amount. You can select a sales tax code of the IPI tax type in the Sales tax on sales tax field, and enter the tax value and the markup percentage in the Value and Markup fields in the Values form. The markup represents the estimated markup percentage.

NoteNote

The Tributary substitution method field is available only if you select ICMS-ST in the Tax type field.

Receita Code

Enter the receita code for tax payment.


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