(CAN) Set up GST/HST and post a purchase order with tax on acquisition details
应用于: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Taxpayers in Canada use form GST 34 to manually file Goods and Services Tax or Harmonized Sales Tax (GST/HST) returns and to remit payments to the Canada Revenue Agency (CRA). However, the CRA allows taxpayers to file and remit taxes calculated on acquired fixed assets electronically. You can file GST/HST returns electronically using any of the following methods:
Net file transfer – An Internet-based filing service that allows taxpayers to file their returns directly over the Internet.
Electronic Data Interchange (EDI) – A data transfer method that taxpayers can use to file their returns directly with the CRA or through a third-party service provider.
GST/HST Internet File Transfer (GIFT) – An uploading tool used to submit text files to the CRA website for filing GST/HST returns and remitting payments.
Before you generate a GIFT file, set up your software identification code, sales tax code, and sales tax group. Use the following procedures to enter legal entity details, sales tax code, and sales tax group for GIFT, and to create sales tax entries for taxes paid on acquisition.
Set up legal entities for GIFT
When you submit a request to CRA to perform an Internet file transfer, CRA provides a software identification code. The first two characters are alphabetical and the last six characters are numerical. You must enter this identification code in the 法人 form correctly to process your returns.
单击 组织管理 >设置 >组织 >法人。
Click the 法定申报 FastTab, and in the 登记编号 field, enter the registration number that the CRA provided to you when you registered for GST/HST.
In the 软件标识代码 field, enter the software identification code to transfer the returns.
Click 帐户标识符 to open the 帐户标识符 form.
On the 概览 tab, in the 程序标识符 field, select GST/HST.
In the 参考编号 field, enter the reference number provided by the CRA.
Close the forms to save your changes.
Set up tax codes for GIFT
Use the 销售税代码 form to set up tax codes to calculate GST/HST for the GIFT file.
单击 总帐 >设置 >销售税 >销售税代码。
Press CTRL+N to create a new tax code.
In the 销售税代码 field, enter a code, such as GST/HST, and then enter general information about the sales tax code.
Click the 计算 tab and enter the calculation details to calculate the GST/HST amount.
Click 值 to open the 值 form. Enter the dates during which the tax code is in effect.
In the 值 field, enter the percentage for the calculation.
Close the forms to save your changes.
Set up tax groups for GIFT
Use the 销售税组 form to set up sales tax groups. You can assign the sales tax groups to companies, and the taxes will be calculated based on the tax codes that were in effect when the transactions took place.
单击 总帐 >设置 >销售税 >销售税组。
Press CTRL+N to create a new sales tax group.
In the 销售税组 field, enter a name, such as GST/HST, and then enter general information about the sales tax group.
Click the 设置 tab, and in the 销售税代码 field, select a sales tax code to add to the sales tax group.
Close the form to save your changes.
Create sales tax entries for tax on acquisition
The details of the taxes paid on asset acquisition are recorded in the 采购订单 form. This procedure helps you to collect the tax information required for the GIFT file from the purchase order.
单击 应付帐款 >常用 >采购订单 >所有采购订单。 Click 采购订单 to create a new purchase order.
Click the 行明细 FastTab, and then click the 设置 tab, in the GST/HST field, select 购置税.
Click the 固定资产 tab, and then enter the fixed asset details for the purchase order. For more information, see 关于通过采购获得的资产 and 关于固定资产集成.
Click 发票 > 发票 to open the 供应商发票 form.
Select the transaction line to be posted.
Click 流程 > 过帐 to post the invoice.
Close the form to save your changes.