(IND) Attach sales tax information to an Invoice register journal [AX 2012]

Updated: November 5, 2012

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

NoteNote

This topic has not been fully updated for Microsoft Dynamics AX 2012 R2.

  1. Click Accounts payable > Journals > Invoices > Invoice register.

  2. Click Lines to open the Journal voucher form.

  3. Press CTRL+N on the Overview tab to create a new line.

  4. Enter the required details to create a new journal.

  5. Click the General tab and select a purchase order in the Purchase order field.

  6. Select the sales tax group in the Sales tax group field.

  7. Select the group of sales tax codes that is calculated for an item in the Item sales tax group field.

  8. You can view the amount in the journal line in one of the following fields, based on the taxable basis that is defined:

    • Assessable value – You can view the amount in the journal line updated in the Assessable value field. Modify the assessable value, if it is required. If the taxable basis for a common tax code is defined as assessable value in the formula designer, the calculation of that tax code is based on the value in the Assessable value field.

    • Max. retail price – Enter a value in the Max. retail price field, if the taxable basis for a common sales tax code is set as Max. retail price in the Formula designer form.

    NoteNote

    The debit or credit type of value in the Assessable value field or the Max. retail price field is based on the value in the Debit field or the Credit field in which the journal line amount is entered, with or without the negative (–) sign.

  9. Click Sales tax to open the Temporary sales tax transactions form. The details of the sales tax amount of the transaction are displayed on the Overview tab.

  10. Click the Adjustment tab to adjust the sales tax amount, if it is required, and click Apply.

  11. Click Formula designer to open the Formula designer form.

  12. In the Formula designer form, you can view the calculation expression that is defined for each tax code in the item sales tax group.

  13. Close the form to return to the Invoice register form.

  14. Validate and post the journal.


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

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