(POL) Set up excise taxes

  • 项目

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

Before you can create sales orders or post invoices that include excise taxes, you must set up the following:

  • Create an excise tax ledger posting group.

  • Create a sales tax code for excise tax.

  • Add the sales tax code for excise tax to sales tax groups and item sales tax groups.

  • Enable excise tax posting to the ledger.

Create excise tax ledger posting groups

  1. Click General ledger > Setup > Sales tax > Ledger posting groups.

  2. Click New.

  3. Enter a name and description for the ledger posting group.

  4. In the Sales tax payable field, select the excise tax main account.

    备注

    You must select a main account that has a posting type of Sales tax.

Create a sales tax code for excise tax

  1. Click General ledger > Setup > Sales tax > Sales tax codes.

  2. Click New.

  3. Enter a name and description for the sales tax code.

  4. Select Excise as the type of tax.

  5. Select the currency in which the sales tax is calculated.

  6. Select a sales tax settlement period.

    备注

    This is the period in which the selected sales tax, represented by the sales tax code, is calculated and paid.

  7. In the Ledger posting group field, select the excise tax ledger posting group that you created in the previous procedure.

  8. Enter additional information about the sales tax code.

    备注

    For more information, see 增值税代码（窗体）.

  9. Click Values to open the Values form, where you can specify a sales tax code value or percentage for the sales tax calculation of a selected sales tax code.

  10. In the Values form, enter the excise duty percentage in the Duty field.

  11. Close the Values form and the Sales tax codes form.

Add the sales tax code for excise tax to sales tax groups and item sales tax groups

Transactions that are subject to sales taxes must be associated with both a sales tax group and an item sales tax group. Sales tax is calculated only for the sales tax codes that are included in both the sales tax group and the item sales tax group.

  1. Click General ledger > Setup > Sales tax > Sales tax groups. Add the sales tax code that you created in the previous procedure to sales tax groups. For more information, see 设置并使用增值税组.

  2. Click General ledger > Setup > Sales tax > Item sales tax groups. Add the sales tax code that you created in the previous procedure to the item sales tax groups. For more information, see 创建增值税（物料）组.

Enable excise tax posting to the ledger

When you enable excise tax posting, excise tax is posted to the ledger. If excise tax posting is not enabled, excise tax is calculated and is still displayed on the List of excise tax transactions report. However, excise tax is not posted to the ledger.

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

  2. Click Ledger and sales tax.

  3. Select the Excise posting check box.