(IND) Post service tax in purchase transactions by using the Invoice approval journal form [AX 2012]

Updated: November 27, 2013

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

Use the Invoice approval journal form to create and post a journal to post service tax in purchase transactions. You can specify the service code and service category for each journal line before you post the journal.

  1. Click Accounts payable > Journals > Invoices > Invoice approval journal.

  2. Click New to create a journal, enter the journal details, and then click Lines. For more information, see Create and validate journals and journal lines.

  3. Click Find vouchers, and select the vouchers to be processed in the journal. For more information, see Post invoices in the Invoice approval journal form.

  4. In the Sales tax group field, select the service tax group for the vendor.

  5. In the Item sales tax group field, select the item tax group for the vendor. The sales tax group and the item sales tax group for a journal line must contain tax codes that have a tax type of Service tax.

  6. On the Tax information tab, in the Company information field group, you can modify the name and current address of the legal entity.

  7. In the Service code field, select the service code that is attached to goods of the type Service.

    NoteNote

    In AX 2012 R3 and cumulative update 6 or later for AX 2012 R2: The accounting code for the service is updated in the Accounting code field based on the service code that you select. For more information, see (IND) Set up service codes for service goods.

  8. Depending on the version that you are using, do one of the following:

    • In AX 2012 R3 and cumulative update 6 or later for AX 2012 R2: In the Service category field, select one of the following options to specify the service category for the journal line:

      • Inward – Select this option when you purchase goods from a vendor.

      • Inter unit or input – Select this option when you transfer goods between two units within your legal entity, or from the legal entity to a subcontractor for additional processing. For example, you can select this option when the goods are manufactured in one unit, and then transferred to the packing unit of your legal entity.

      • Others – Select this option for other service categories. The input tax amount for this category is posted to the expense account instead of the recoverable account or the interim recoverable account.

    • In Microsoft Dynamics AX 2012 R2: In the GTA service category field, select one of the following options to specify the category of goods transport agency (GTA) service:

      • Inward – Select this option when you purchase goods from a vendor.

      • Outward - inter unit/input – Select this option when you transfer goods between two units within your legal entity, or from the legal entity to a subcontractor for additional processing.

      • Others – Select this option for all other categories of GTA services.

  9. On the Invoice tab, in the Consignment note number field, enter the consignment note number for the vendor.

  10. Click Sales tax to view the calculation of the service tax in the Sales tax transactions form.

  11. Close the Sales tax transactions form.

  12. Validate and post the journal voucher. The service tax amounts are credited to the tax payable accounts.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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