(POL) VAT report date codes (form)

  • Article

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

Click General ledger > Setup > Sales tax > VAT report date codes.

Use this form to add data codes for value-added tax (VAT) reports. Each code indicates when the VAT transactions that are assigned to the code are selected for the VAT register report.

Task that uses this form

(POL) Set up VAT report date codes

The following table provides descriptions for the controls in this form.

Fields

Field

Description

VAT report date code

Enter a time period code for the VAT report.

Description

Enter a description of the selected time period code.

Include in VAT report

Select the setup and display of the VAT report.

  • With VAT report date – If the calculated date in the Date of VAT register field is within the report date interval, the entire invoice amount is displayed on the report.

  • With VAT report date not later than – If the calculated date in the Date of VAT register field is no later than the last date of the report interval, the entire invoice amount is displayed on the report.

  • With date of physical payment – If the report date interval includes the payment dates, select the Partial settlements check box to display the settled part of the invoice amount in the report.

    If the Partial settlements check box is not selected, the invoice amount is not shown in the report until settlement is completed.

  • With date of physical payment not later than – If the Partial settlements check box is selected, the entire amount is displayed in the report based on the information in the Date of VAT register field.

Number of days

Enter the number of days after the VAT tax transactions are posted that the VAT register code can be selected for the VAT register report.

This field is available only if you select With VAT report date not later than or With date of physical payment not later than in the Include in VAT report field.

Counted from

Select the criteria to use to calculate the date of VAT register.

This field is available only if you select With VAT report date not later than in the Include in VAT report field.

Partial settlements

Select the Partial settlements check box to indicate that partial payments can be made against the invoice before the invoice is paid in full.

This check box is available only if you select With date of physical payment or With VAT report date not later than in the Include in VAT report field.

VAT date is the same as payment date

Select this check box to specify that the value in the Date of VAT register field is equal to the value in the Due date field in the Invoice posting form.

See also

(POL) Set up VAT report date codes

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