(IND) Adjust a TDS or TCS value

  • 项目

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

Use this procedure to adjust an amount for Tax deducted at source (TDS) or Tax collected at source (TCS) by using the Create withholding tax journal form. You can adjust a TDS or TCS amount by applying a different TDS or TCS group to a purchase or sales transaction.

  1. Click General ledger > Journals > General journal. Click Lines, and then click Functions > Create withholding tax journal.

  2. In the Tax type field, select TDS to indicate that the TDS is adjusted from the tax journal, or select TCS to indicate that the TCS is adjusted from the tax journal.

  3. In the Tax group field, select the tax group to calculate the withholding tax.

  4. In the Tax direction field, select one of the following options:

    • Recoverable – The tax amount is recoverable from the tax department.

    • Payable – The tax amount is payable to the tax department.

  5. In the Customer or Vendor field, select the customer account or vendor account that the tax is adjusted for.

    备注

    If you select a value in the Customer field, the Vendor field is no longer available. If you select a value in the Vendor field, the Customer field is no longer available.

  6. Click Select transaction for the selected customer or vendor to open the Customer transactions or Vendor transactions form.

  7. In the Customer transactions or Vendor transactions form, select the original transaction. Then click Reference to tax journal to transfer the voucher number for the selected transaction to the Voucher field in the Create withholding tax journal form.

    备注

    You can select only one transaction to adjust withholding tax for.

  8. In the Default offset account type field, update the type of offset account for the transaction.

  9. In the Default offset account field, update the offset account for the transaction.

    备注

    By default, the values in the Default offset account type and Default offset account fields are displayed for the selected customer account or vendor account.

  10. In the Amount origin field, enter the base amount for the tax calculation.

  11. In the Transaction date field, select the transaction date.

    备注

    By default, this field displays the current date.

  12. Click Calculate tax to calculate the withholding tax.

  13. Click Transfer to transfer the calculated withholding tax to the general journal.

See also

(IND) Set up withholding tax components for TDS tax types

(IND) Create withholding tax journal (form)

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