(HUN) Create and print a tax reimbursement document
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
You can provide a tax reimbursement document to a customer who has paid value-added tax (VAT) to you. Customers can use the tax reimbursement document to claim a VAT reimbursement from authorities.
Before you can create a tax reimbursement document, you must set up the parameters for the document. For more information, see (HUN) Set up parameters for tax reimbursement documents.
The tax reimbursement document is available only if the customer is set up as a person in the Customers form. Click Accounts receivable > Common > Customers > All customers. In the Customers form, on the General FastTab, confirm that the Record type field is set to Person.
Set up print management for a tax reimbursement document
Click Accounts receivable > Setup > Forms > Form setup.
In the Form setup form, in the General area, click Print management.
In the Print management setup form, in the Module - accounts receivable section, click Tax reimbursement slip.
In the Module - inventory management section, in the Picking list group, select either Original or Copy.
In the right pane, enter information about what to print.
Optional: In the Footer text field, enter text to print at the bottom of the tax reimbursement document.
Select invoice lines for a tax reimbursement document
Click Accounts receivable > Inquiries > Journals > Invoice journal.
In the Invoice journal form, on the Overview tab, select the customer invoice for which the customer is requesting tax reimbursement.
Select the Tax reimbursement check box for the selected invoice.
By default, on the Lines tab, in the Tax reimbursement lines field, all invoice lines are selected. Clear the check boxes for the invoice lines to exclude from the tax reimbursement document.
On the Overview tab, on the menu bar, click Tax reimbursement > Original preview to view the document before you print it.
Optional: Click Tax reimbursement > Use print management to modify the print settings, such as the number of copies to print.
In the View original form, review the information, and then click File > Print to print the tax reimbursement document.
When you print a tax reimbursement document, the document number that is assigned to the document is displayed in the Invoice journal form, in the Tax reimbursement document field. The Tax reimbursement check box is unavailable for the lines that you included in the tax reimbursement document.
Settle a tax reimbursement
When your organization reimburses a customer for VAT, you must indicate the reimbursement in the invoice journal to prevent a duplicate reimbursement. Use the following procedure to settle invoice lines for which a customer received a VAT reimbursement.
Click Accounts receivable > Inquiries > Journals > Invoice journal.
In the Invoice journal form, on the Overview tab, select the customer invoice for which the customer received a VAT reimbursement.
On the Overview tab, on the menu bar, click Tax reimbursement > Vat settled.
The Vat settled check box is selected for the invoice and the invoice lines.