(RUS) Set up the tax agent transactions

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

You must set up the parameters for tax agent transactions in the general ledger module before you can create the tax agent transactions.

Set up the VAT operation code for the tax declaration

1. Click General ledger > Setup > Sales tax > External > VAT operation codes.

2. In the VAT operation code field, enter the operation code for the VAT declaration.

3. In the Description field, enter a description of the transaction code.

4. Press CTRL+S or close the form.

Set up the sales tax code for tax agent transactions

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

2. Press CTRL+N to create a new tax code.

3. In the Sales tax code field, enter a code for sales tax.

4. In the Settlement period field, select the time period for which the tax is calculated and paid to the tax authority.

5. In the Ledger posting group field, select the ledger posting group for the sales tax code.

6. In the Type of tax field, select Standard VAT.

7. In the VAT charge field, select the source of VAT accrual from the following options:

   • From vendor funds − VAT payment is made from the vendor's income.

   • From own funds − VAT payment is made from the tax agent's funds.

8. Click Values to open the Values form.

9. In the Value field, enter the VAT percentage.

10. Press CTRL+S or close the form.

    Note

    For more information, see Sales tax codes (form).

11. Click General ledger > Setup > Sales tax > Sales tax groups.

12. Press CTRL+N to create a sales tax group, and enter the necessary information.

    Note

    For more information, see Sales tax groups (form).

13. On the Setup tab, in the Sales tax code field, select the sales tax code created in steps 1 through 10.

    Note

    If you select the sales tax code for the From own funds option, the Exempt check box is selected by default on the Setup tab.

14. Press CTRL+S or close the form.

15. Click General ledger > Setup > Sales tax > Item sales tax groups.

16. Press CTRL+N to create an item sales tax group, and enter the necessary information.

    Note

    For more information, see Item sales tax groups (form).

17. On the Setup tab, in the Sales tax code field, select the sales tax code created in steps 1 through 10.

18. Press CTRL+S or close the form.

Set up a vendor tax authority

1. Click General ledger > Setup > Sales tax > Sales tax authorities.

2. Press CTRL+N to create a tax authority, and enter the required details.

3. In the Vendor account field, select the vendor who operates as the tax authority.

4. Press CTRL+S or close the form.

   Note

   For more information, see Set up a sales tax authority as a vendor.

See also

(RUS) Sales tax codes (modified form)

(RUS) VAT operation codes (form)

(RUS) Create a payment proposal for a tax agent invoice

(RUS) Create and print factures for VAT deductions

(RUS) Create vendor tax agent transactions