Tax groups (form) 6.2 CU7 and prior

项目
10/19/2018

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

Click Payroll > Setup > Taxes > Tax groups.

This topic describes how to group tax codes for easy sorting and selection, and how to update accounting data for all the tax codes in a tax group at the same time.

备注

This topic does not apply to versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

When the Payroll module is set up, a set of system-defined tax groups is automatically created when the Update tax data process is run the first time. System-defined tax groups are updated whenever Update tax data is run. Each system-defined tax group contains tax codes of a particular type. For example, all tax codes for school districts are included in the SCHL tax group, and all tax codes for state income tax are in the SIT tax group. If these system-defined tax groups meet your organization’s needs, you don’t need to create any additional tax groups.

However, if several tax codes share the same accounting data, it is convenient to put these tax codes in a single tax group. When you do this, if the vendor changes, you can use the tax group to change the vendor for all the tax codes in the group at the same time. This can save time and reduce the risk of errors.

You can also use tax groups with transaction posting definitions. For more information, see 交易记录定义过帐 (窗体).

备注

This topic describes functionality that is available only if the Payroll - USA configuration key is selected.

Tasks that use this form

Tax information tasks

Form-level controls

Buttons	Information
New Delete	Create or delete a tax group. You cannot change the name of the tax group. You instead must delete the tax group and create a new one. You cannot delete a tax group that is system-defined or that is enabled for posting definitions.
Mass update	Open the Mass update form, where you can update the financial information for all the tax codes in a tax group at the same time. You can select the following fields in the Mass update form: Vendor Project category Default financial dimensions Main account When you update a field, every tax code in the tax group is updated to use the same value. If you select a field and you don’t enter a value, the field is cleared on all the tax codes in the tax group. 备注 The financial information for each tax code is set up separately for each legal entity. If you change the values for one legal entity, the values for any other legal entity are not affected. When you update a tax code by using the mass update, the changes are effective immediately.

New

Delete

Create or delete a tax group.

You cannot change the name of the tax group. You instead must delete the tax group and create a new one.

You cannot delete a tax group that is system-defined or that is enabled for posting definitions.

Mass update

Open the Mass update form, where you can update the financial information for all the tax codes in a tax group at the same time. You can select the following fields in the Mass update form:

Vendor
Project category
Default financial dimensions
Main account

When you update a field, every tax code in the tax group is updated to use the same value. If you select a field and you don’t enter a value, the field is cleared on all the tax codes in the tax group.

备注

The financial information for each tax code is set up separately for each legal entity. If you change the values for one legal entity, the values for any other legal entity are not affected.
When you update a tax code by using the mass update, the changes are effective immediately.

Fields	Information
Tax group Description	The unique name or code and the description that you use to identify the tax group.
Enable posting definitions	Select this check box to allow the tax group to be used in transaction posting definitions. A tax code can be included in only one tax group that has posting definitions enabled. If a tax code in the selected tax group is included in another tax group that is enabled for posting definitions, you must remove the tax code from one of the tax groups in order to have both groups enabled for posting definitions. 备注 If a tax group is included in a transaction posting definition, you cannot clear this check box.
System-defined	If this check box is selected, the tax group was created by the system. When a tax group is system-defined, you cannot add or remove tax codes. However, you can mass-update the tax codes that are in the tax group, and you can enable posting definitions for the tax group.

Tax group

Description

The unique name or code and the description that you use to identify the tax group.

Enable posting definitions

Select this check box to allow the tax group to be used in transaction posting definitions.

A tax code can be included in only one tax group that has posting definitions enabled. If a tax code in the selected tax group is included in another tax group that is enabled for posting definitions, you must remove the tax code from one of the tax groups in order to have both groups enabled for posting definitions.

备注

If a tax group is included in a transaction posting definition, you cannot clear this check box.

System-defined

If this check box is selected, the tax group was created by the system.

When a tax group is system-defined, you cannot add or remove tax codes. However, you can mass-update the tax codes that are in the tax group, and you can enable posting definitions for the tax group.

Tax code controls

Buttons	Information
Add	Open the Add tax codes to a tax group form, where you can select the tax codes to add to the tax group. You cannot add tax codes to a system-defined tax group.
Remove	Remove the selected tax code from the tax group. You cannot remove tax codes from a system-defined tax group.

Add

Open the Add tax codes to a tax group form, where you can select the tax codes to add to the tax group.

You cannot add tax codes to a system-defined tax group.

Remove

Remove the selected tax code from the tax group.

You cannot remove tax codes from a system-defined tax group.

Grid columns	Information
Tax codes Description	The tax codes that are included in the selected tax group. A tax code can be included in multiple tax groups. In the Tax codes (form) 6.2 CU7 and prior, you can view the list of tax groups that include a specific tax code.
Employer tax	If this check box is selected, the tax code represents a tax that is paid by the employer. If this check box is cleared, the tax applies to the employee and is withheld from the employee’s gross pay. You cannot change this information because it is built into the tax code.

Tax codes

Description

The tax codes that are included in the selected tax group.

A tax code can be included in multiple tax groups. In the Tax codes (form) 6.2 CU7 and prior, you can view the list of tax groups that include a specific tax code.

Employer tax

If this check box is selected, the tax code represents a tax that is paid by the employer. If this check box is cleared, the tax applies to the employee and is withheld from the employee’s gross pay.

You cannot change this information because it is built into the tax code.

Tax groups (form) 6.2 CU7 and prior

Tasks that use this form

Form-level controls

Tax code controls

See also

其他资源