(POL) Update the VAT register information [AX 2012]

Updated: November 9, 2012

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

Polish tax law requires that companies report specific VAT information in their VAT registers. You can use the Journal voucher form to update the VAT register information from a tax line in another journal line when one of the fields is modified.


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

  1. Click General ledger > Journals > General journal. In the General journal form, on the Overview tab, select a journal, and the click Lines.

  2. In the Account type field, select the account type.

  3. In the Account field, select an account for the selected account type.

  4. In the Debit or Credit fields, enter the debit or credit amount.

  5. In the Sales tax group and Item sales tax group fields, select the tax groups.


    Do not select any tax groups for the Ledger account type. Instead, select only the sales tax code in the Sales tax code field.

  6. On the Invoice tab, in the Invoice field, enter the invoice number.

  7. In the Tax exempt number field, select the tax exempt number of the customer or vendor account.

  8. In the Document date field, select the date of the document.

  9. In the Date of VAT register field, select the transaction date for VAT register period.

  10. Save the line.


    For more information, see Journal voucher - General journal (form).

  11. Press CTRL+ N to create the second line for the offset account with the same voucher number as the first line.

  12. In the Debit or Credit fields, enter the debit or credit amount. Save the line.

  13. Click Yes if you want to update the rest of lines with the VAT date from the first line. Otherwise, click No.

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