(BRA) Taxes matrix (form) [AX 2012]

Updated: December 12, 2012

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

Click General ledger > Setup > Sales tax > Taxes matrix.

Use this form to create a matrix to define the default sales tax group and item sales tax group to use in sales, purchase, or inventory movement transactions. The tax groups for sales, purchase, or inventory movement transactions are determined based on the combination of the Código fiscal de operações e prestações (CFOP ) group, item, item group, customer, customer group, vendor, vendor group, fiscal establishment, or fiscal establishment group.

NoteNote

The identification process for tax groups for service-type items with or without a CFOP code is based on the tax matrix setup.

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

Field

Description

Fiscal establishment group

Select the identification code of the fiscal establishment group.

CFOP group

Select a CFOP group.

Type

Select Customer, Vendor, or Fiscal establishment as the type of account.

Account code

Select one of the following options to indicate the account code for the selected account type:

  • Table – The taxes matrix is for a single customer account, vendor account, or fiscal establishment.

  • Group – The taxes matrix is for a customer or vendor group.

  • All – The taxes matrix is for all customers or vendors.

Account relation

Select the customer account, customer group, vendor account, or vendor group that the taxes matrix applies to. Alternatively, enter the identification code of a fiscal establishment that the taxes matrix applies to. This field is determined by the selections in the Type and Account code fields.

NoteNote

This field is available only if you select Table or Group in the Account code field.

Item code

Select one of the following options to indicate the item code to apply the taxes matrix to:

  • Table – The taxes matrix is for a single item.

  • Group – The taxes matrix is for an item group.

  • All – The taxes matrix is for all the items.

Item relation

Select the item number or item group if the selected item code is Table or Group.

NoteNote

This field is available only if you select Table or Group in the Item code field.

Service items

Select this check box to use the tax groups for items of type Service without a CFOP code. The defined tax groups are used as default tax groups on the sales or purchase orders for services.

Free text invoice

Select this check box to use the tax groups as default tax groups for free text invoices for the customer, customer group, or all customers, based on the value selected in the Account code and Account relation fields.

NoteNote

This field is available only if you select Customer in the Type field.

Sales tax group

Select the default sales tax group for the combination of the selected CFOP group, customer, customer group, vendor, vendor group, fiscal establishment, fiscal establishment group, item, or item group.

Item sales tax group

Select the default item sales tax group for the combination of the selected CFOP group, customer, customer group, vendor, vendor group, fiscal establishment, fiscal establishment group, item, or item group.


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