(IND) Configure withholding tax calculation [AX 2012]

Updated: November 27, 2013

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

Follow the steps in this topic to set up withholding tax groups for tax deducted at source (TDS) and tax collected at source (TCS), and to set up the withholding tax calculation for a customer and a vendor. For more information, see (IND) Withholding tax calculation.

NoteNote

This topic does not apply to versions of Microsoft Dynamics AX 2012 prior to cumulative update 6 for AX 2012 R2.

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Related setup tasks

Select the Activate TDS, Invoice, Payment, and Service tax check boxes in the General ledger parameters form. For more information, see (IND) General ledger parameters (modified form).

NoteNote
The Exclude tax for TDS or TCS calculation and the Exclude charges for TDS or TCS calculation fields are available in the Withholding tax groups form only if you clear the Activate TDS check box, and then select it again.

Set up withholding tax components. For more information, see (IND) Set up withholding tax components for TDS tax types and (IND) Set up withholding tax components for TCS tax types.

Set up withholding tax codes for the TDS tax type. For more information, see (IND) Set up withholding tax codes for TDS tax types.

Set up withholding tax codes for the TCS tax type. For more information, see (IND) Set up withholding tax codes for TCS tax types.

Create sales tax codes, sales tax groups, and item sales tax groups for indirect taxes. For more information, see (IND) Set up sales tax groups for VAT, (IND) Create item sales tax groups, and (IND) Sales tax groups (modified form).

Use the Withholding tax groups from to set up a withholding tax group for the TDS tax type. You can set up a withholding tax group to calculate the TDS by excluding other taxes and charges.

To set up a withholding tax group for the TDS tax type, follow these steps:

  1. Click General ledger > Setup > Withholding tax > Withholding tax groups.

  2. Create a withholding tax group. For more information, see (IND) Withholding tax groups (modified form).

  3. In the Tax type field, select TDS.

  4. In the Exclude tax for TDS or TCS calculation field, select the tax to exclude from the TDS calculation, and then click OK. For example, to exclude service tax for the rental calculation, select Service tax in this field. This field is empty by default.

    NoteNote

    This field is available only if you select TDS or TCS in the Tax type field.

  5. In the Exclude charges for TDS or TCS calculation field, select Yes to exclude the charges from the withholding tax calculation. The default value of this field is No.

    NoteNote

    This field is available only if you select TDS or TCS in the Tax type field.

You can use the Withholding tax groups form to set up a withholding tax group for the TCS tax type. You can set up a withholding tax group to calculate the TCS by excluding other taxes and charges.

To set up a withholding tax group for the TCS tax type, follow these steps:

  1. Click General ledger > Setup > Withholding tax > Withholding tax groups.

  2. Create a withholding tax group.

  3. In the Tax type field, select TCS.

  4. In the Exclude tax for TDS or TCS calculation field, select the tax to exclude from the TCS calculation, and then click OK. This field is empty by default.

    NoteNote

    This field is available only if you select TCS or TDS in the Tax type field.

  5. In the Exclude charges for TDS or TCS calculation field, select Yes to exclude the charges from the TCS calculation. The default value in this field is No.

    NoteNote

    This field is available only if you select TCS or TDS in the Tax type field.

Use the Customers form to set up the information that is used to calculate withholding tax for a customer.

To set up the withholding tax calculation for a customer, follow these steps:

  1. Click Accounts receivable > Common > Customers > All customers.

  2. Select or create a customer account, and then click Edit. For more information, see 创建客户记录.

  3. In the Customers form, on the Invoice and delivery FastTab, in the Withholding tax field group, select the Calculate withholding tax check box.

  4. In the TDS group field, select the withholding tax group for the TDS tax type for the customer.

    –or–

    In the TCS group field, select the default withholding tax group for the TCS tax type for the customer. This withholding tax group is used as the default withholding tax group for all of the transactions for which the selected customer account is debited.

Use the Vendors form to set up the information that is used to calculate withholding tax for a vendor.

To set up the withholding tax calculation for a vendor, follow these steps:

  1. Click Accounts payable > Common > Vendors > All vendors.

  2. Select or create a vendor account, and then click Edit. For more information, see 创建供应商帐户.

  3. In the Vendors form, on the Invoice and delivery FastTab, in the Withholding tax field group, select the Calculate withholding tax check box.

  4. In the Withholding tax group field, select the default withholding tax group for the vendor.

    –or–

    In the TDS group field, select the default withholding tax group for the TDS tax type for the vendor. This withholding tax group is used as the default withholding tax group for all of the transactions for which the selected vendor account is credited.

    –or–

    In the TCS group field, select the withholding tax group for the TCS tax type for the vendor.


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

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