(MYS) Print self-billed GST invoices [AX 2012]

Updated: October 21, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to print a self-billed Malaysian Goods and Services Tax (GST) invoice for goods and services that you have purchased from a vendor. Before you can invoice yourself for a purchase transaction, you must acquire an approval number to print a self-billed invoice from the Malaysian tax authorities. It is mandatory to enter a reference number for the approval in the Purchase order form. A self-billed invoice also includes a tax summary with GST details. You can either use a detailed or a simple printing format for the invoice depending on the selection that you make in the General ledger parameters form.

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

Category

Prerequisite

Version

Microsoft Dynamics AX 2012 R3 with cumulative update 8 (CU8)

Related setup tasks

  1. Create a new tax registration type for Malaysia, and select the Primary for country check box in the Tax registration types form. For more information, see 税务注册类型 (窗体).

  2. Select a registration type, and specify the authority, registration number, effective and expiration dates for the primary address of the legal entity in the Edit address form. For more information see, 管理地址 (窗体).

  3. Set up print management for the Accounts payable, Accounts receivable, and Project management and accounting modules in the Print management setup form. For more information see, 为模块设置打印管理.

  4. Select the printing format for the GST invoice as Full invoice or Simplified invoice in the GST invoice format field in the Sales tax area of the General ledger parameters form.

Use the General ledger parameters form to make the self-billed invoicing option available in the Purchase order form. You must also specify parameters for printing the GST summary details here.

To set up parameters to generate a self-billed invoice, follow these steps:

  1. Click General ledger > Setup > General ledger parameters.

  2. Click the Sales tax link, and then on the GST options FastTab, in the GST invoice area, select the Use self-billed invoice check box.

  3. In the Exempt GST print code field, enter the print code to be used for GST exempt tax lines.

  4. Select the Include delimiter in summary text check box to use delimiters to print the summary text in the GST invoice.

  5. In the Delimiter field, enter the delimiter that should be used to print the summary text.

    NoteNote

    This field is available only if you select the Include delimiter in summary text check box.

  6. Select the Include tax code in summary text check box to include the tax code for the purchased items in the GST summary.

  7. Select the Include tax value in summary text check box to include the tax valuation for the purchased items in the GST summary.

Use the Purchase order form to indicate that you are issuing a self-invoice, and to enter the mandatory approval number for self-billing.

To assign an approval number to a self-billed invoice, follow these steps:

  1. Click Accounts payable > Common > Purchase orders > All purchase orders. Create or select a purchase order, and then click Edit. For more information, see 创建采购订单.

  2. In the Purchase order form, click Header view and then on the General FastTab, in the Invoice type field, select Self-billed invoice to indicate that you are invoicing yourself for goods and services that you have purchased from a vendor.

  3. In the Approval number field, enter the approval number that you acquired from the Malaysian tax authorities to print a self-billed invoice.

    NoteNote

    This field is available only if you have selected the Self-billed invoice option in the Invoice type field.

  4. Post the purchase order and print a self-billed invoice with a GST summary. For more information, see 关键任务:供应商发票.

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Security roles and privileges

To print self-billed GST invoices, you must be a member of a security role that includes the following privileges.

  • View GST relief category

  • Maintain GST relief category

  • View GST relief group

  • Maintain GST relief group

  • View GST report configuration

  • Maintain GST report configuration

  • Generate GST reports

  • Generate purchase list by tax codes report

  • Generate supply list by tax codes report

  • Generate GAF file for sales tax due

  • Generate vendor debit note and credit note list

  • Generate customer debit note and credit note list


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

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