(IND) Calculate sales tax using the free text invoice form [AX 2012]

Updated: October 11, 2012

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

NoteNote

This topic has not been fully updated for Microsoft Dynamics AX 2012 R2.

  1. Click Accounts receivable > Common > Free text invoices > All free text invoices.

  2. Press CTRL+N on the Overview tab to create a new line.

  3. Select the account number of the customer.

  4. Click the Invoice tab.

  5. Select the sales tax group in the Sales tax group field.

  6. Select the sales tax codes for the item sales tax group in the Item sales tax group field.

  7. Click the Address tab and enter the address of the customer.

  8. Click the Invoice lines tab to create an invoice line.

  9. Select the offset ledger account in the Ledger account field.

  10. View or modify the sales tax group in the Sales tax group field.

  11. View or modify the item sales tax group for calculation of sales tax on the invoice line in the Item sales tax group field.

  12. Enter the amount of the invoice line in the Amount field.

  13. Select the sales tax form type in the India sales tax form type field. You can view or modify the amount in the order line in one of the following fields, based on the taxable basis defined:

    • Assessable value – The value of the item in the order line is displayed automatically in this field. The calculation of tax is based on the assessable value of the transaction line.

    • Max. retail price – Enter the value if the basis of calculation for sales tax is on the maximum retail price of the transaction line.

  14. Click the Tax information tab. Select the address code in the Name field. The address of the company is displayed in the Address field. The tax registration number that is attached to the company is displayed in the Registration number field.

  15. Click Setup and select the Sales tax option to open the Temporary sales tax transactions form. You can view the sales tax calculation on the Overview tab.

  16. Click the Adjustment tab to adjust the sales tax amount, if needed, and click Apply.

  17. Click Formula designer to open the Formula designer form. View the calculation expression that is defined for each tax code in the item sales tax sales group. You cannot modify the fields in this form.

  18. Close the Formula designer form and the Temporary sales tax transactions form to return to the Free text invoice form.

  19. Post the invoice.


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

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