(IND) Key tasks: Tax information for legal entities

  • 项目

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

Use the following information to set up tax information for a legal entity in India.

备注

The procedure for completing this task changed for cumulative update 6 or later for Microsoft Dynamics AX 2012 R2. The updated procedure also applies to AX 2012 R3. For more information, see the section later in this topic.

What do you want to do?

Select number sequence codes for tax-related documents and tasks

Enter address-specific tax information for a legal entity

Enter the tax registration number for the legal entity

Enter Permanent Account Number (PAN) information for a legal entity

Activate Tax Deduction at Source (TDS) and Tax Collection at Source (TCS) withholding

Enter withholding information for a legal entity

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Before you can select number sequences for references, you must set up number sequences. For more information, see 设置编号规则.

Select General ledger number sequence codes

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

  2. Click Number sequences.

  3. Select a number sequence code for each of the following references:

    • TDS and TCS adjustments

    • Withholding tax payment

    • VAT deferment

    • TDS and TCS reversal voucher

    • Tax setoff voucher

Select Accounts receivable number sequence codes

  1. Click Accounts receivable > Setup > Accounts receivable parameters.

  2. Click Number sequences.

  3. Select a number sequence code for the Tax reimbursement document reference.

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Some legal entities have multiple addresses associated with them and require different tax information or registration numbers for each address. Enter tax information or tax registration numbers for the address of a legal entity.

备注

Before you can enter tax registration numbers for a legal entity, you must set them up. For more information, see (IND) Set up tax registration numbers.

  1. Click Organization administration > Setup > Organization > Legal entities. Select a legal entity, and then click Taxes.

  2. Select the address that is associated with the tax registration number.

  3. Click Tax registration.

  4. Click Add.

  5. Select the registration type that is associated with the tax registration number. Tax registration types are maintained in the Tax registration types form.

  6. Enter the tax registration number for the selected address.

Manage tax information records

  1. Click Organization administration > Setup > Organization > Legal entities. Select a legal entity, and then click Taxes.

  2. Select the location that is associated with the tax registration number.

  3. Click the Tax information FastTab.

  4. Click Add to open the Manage tax information form.

  5. Enter a name or description for the tax.

  6. Select the Primary check box if the tax information that you are entering is the primary tax information for the selected address.

  7. Enter or select the tax information in the remaining fields. For more information, see (IND) Manage tax information (form).

  1. Click Organization administration > Setup > Organization > Legal entities.

  2. Select a legal entity.

  3. On the Addresses FastTab, select an address, and then click More options > Advanced.

  4. In the Manage addresses form, on the Tax information FastTab, click Add.

  5. In the Manage tax information form, on the Excise FastTab, in the Large taxpayer unit (LTU) code field, enter the LTU code for the legal entity. The LTU code is seven alphanumeric characters. The LTU code is displayed on the customer invoices that are generated by the legal entity.

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  1. Click Organization administration > Setup > Organization > Legal entities.

  2. Select a legal entity to enter a tax registration number for.

  3. Click Tax registration.

  4. Enter the tax registration number for the legal entity.

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  1. Click Organization administration > Setup > Organization > Legal entities.

  2. Select a legal entity to enter PAN information for.

  3. Click Tax information and enter the following information:

    • Status

    • Permanent account number

    • Assessing officer number

    • Circle number

    • Ward number

    For descriptions of these fields, see (IND) Legal entities (modified form).

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Activate Tax Deduction at Source (TDS) and Tax Collection at Source (TCS) withholding

Before you can specify withholding information for a legal entity, you must enable TDS and TCS withholding functionality.

Activate TDS

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

  2. Click Direct taxes.

  3. Select the Activate TDS check box.

  4. Select the Invoice and Payment check boxes to enable calculation and collection of TDS for invoices and payments.

Activate TCS

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

  2. Click Direct taxes.

  3. Select the Activate TCS check box.

  4. Select the Invoice and Payment check boxes to enable calculation and collection of TCS for invoices and payments.

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  1. Click Organization administration > Setup > Organization > Legal entities.

  2. Click Tax information and enter the following information:

    • Type of deduction

    • PAO code

    • DDO code

    • PAO registration number

    • Calculation expression

    • Ministry details

    • Ministry code

    • State code

    For descriptions of these fields, see (IND) Legal entities (modified form).

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Find form help

(IND) Legal entities (modified form)

(IND) Manage addresses (modified form)

(IND) Manage tax information (form)

(IND) Set up tax registration numbers