(RUS) Perform an outgoing VAT processing transaction
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
You can define the parameters for outgoing value-added tax (VAT) processing operations by using the Parameters of VAT process form, and then use the Outgoing VAT processing form to process the VAT transactions. You can also use the Sales book form for statutory VAT reporting. The transactions for export factures are registered in the sales book. Use the following procedures to set up parameters for outgoing VAT processing and to create an outgoing VAT processing transaction.
Set up parameters for outgoing VAT processing to calculate a restored VAT amount
Click Accounts receivable > Periodic > Sales book > Parameters of VAT process.
Press CTRL+N to create a new parameter for the VAT process.
In the VAT operation code field, enter an operation code for outgoing VAT processing.
In the Operation type field, select an operation for outgoing VAT processing, such as VAT restoration.
In the Description field, enter a description of the transaction.
In the Restoration type field, select the VAT restoration type.
Select the By default check box to define the default operation code for the selected restoration type.
Select the Include in book check box to include the specified operation in the sales book.
Click the Setup tab.
In the Account code field, select the account code from the following options:
Table – The sales tax code attached to the transaction to restore VAT amounts.
Group – The sales tax group attached to a group of transactions to restore VAT amounts.
All – The sales tax code that is attached to all transactions that restore the VAT amounts.
In the Account/Group number field, select the sales tax code or group for the transaction to restore VAT amounts.
Note
This field is available only if you select Table or Group in the Account code field.
In the Main account field, select the ledger account number for posting outgoing VAT processing transactions, and in the Offset account field, select the offset account number for posting outgoing VAT processing transactions.
Select the Default dimension check box to use the dimensions values from the transaction and overwrite the dimensions value that is set in the Financial dimensions form.
Create an outgoing VAT processing transaction
Click Accounts receivable > Periodic > Sales book > Outgoing VAT processing.
Click Select... to open the Outgoing VAT processing - select data for period form.
In the From date field, select the starting date for the tax processing period, and in the To date field, select the ending date for the tax processing period.
Select the Include unpaid export factures from previous periods check box to include unpaid export factures from previous periods in the sales books.
Click Select to specify the criteria for selecting the factures for processing.
Click OK to view the factures to be processed in the Sales book (Outgoing VAT processing) form for the specified period.
Select the Marked check box to mark the facture for outgoing VAT processing.
Click Post to post the VAT processing transaction.
In the Transaction date field, select the date to post the transaction, and then click OK.
Note
You can cancel the outgoing VAT processing operation for an export facture by using the Cancellation of preliminary processing form.
Click Accounts receivable > Periodic > Sales book > VAT processing log. You can view the processing and canceling operations for outgoing VAT. For more information, see (RUS) VAT processing log (form).
Click Accounts receivable > Periodic > Sales book > Sales books journal.
Create a new sales book. For more information, see (RUS) Create a sales book.
Click Totals to view the domestic and export sales amounts, which are taxable at the standard and export rates.