(MEX) ISR report setup (form)

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

Click General ledger > Setup > Sales tax > External > ISR report setup.

Use this form to set up the Impuesto sobre la renta (ISR) report. The ISR report is a monthly federal corporate income tax report generated on the 17th day of each month for the prior month. The report is a detailed calculation of the provisional payment, and is based on the following factors:

  • ISR concept categories linked to one or more ledger accounts

  • ISR annual rate table

  • ISR utility ratio

Note

(MEX) This form is available only to legal entities whose primary address is in Mexico.

Task that uses this form

(MEX) Generate an ISR provisional payment report

The following tables provide descriptions for the controls in this form.

Upper pane

Button

Description

ISR rate table

Open the ISR rate table form to set up income tax rates.

Lower pane

Button

Description

Link main accounts

Open the Link main accounts form to assign an ISR concept to a main account.

Fields

Field

Description

Concept category

Select an ISR concept category to assign to one or more ledger accounts:

  • Revenue – The income tax is calculated based on the revenue collected during the period.

  • Inventory – The income tax is calculated based on the status of the inventory during the review period.

  • PTU Paid in fiscal year – The income tax is calculated based on the Participación a los Trabajadores de las Utilidades (PTU) tax paid during the fiscal year.

  • Investment deductions – The income tax is calculated based on investment deductions for the reporting period.

  • Pending depreciation tax losses – The income tax is calculated based on pending depreciation tax losses for the reporting period.

  • ISR withheld from bank – The income tax is calculated based on the ISR withheld from the bank.

  • Tax for cash deposit operations – The income tax is calculated based on the tax on cash deposit operations.

  • ISR paid for dividends of previous fiscal year – The income tax is calculated based on the ISR paid for dividends from previous fiscal years.

  • ISR payments – The income tax is calculated based on the ISR payments made for the current fiscal year.

  • Balance to compensate for cash – The income tax is calculated based on the account balance to compensate for cash during the reporting period.

  • Employee allowance paid – The income tax is calculated based on employee allowances paid during the fiscal year.

Concept category description

Enter a description of the ISR concept category.

Main account

Select the main account to be linked to the ISR concept category.

Account name

The name of the main account.

D/C indicator

Select the account type indicator from the following options:

  • Both – The main account is both a debit and credit account.

  • Debit – The main account is a debit account.

  • Credit – The main account is a credit account.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).