(RUS) Set up the calculation of assessed tax

项目
08/03/2018

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

You must set up the assessed tax parameters in General ledger and Fixed assets before you can calculate the property tax register. Use the following procedures to set up the calculation of assessed tax.

Set up property tax codes

Click General ledger > Setup > Sales tax > Sales tax codes.
Create a new sales tax code. For more information, see 设置和使用增值税代码.
In the Sales tax code field, enter a sales tax code for the assessed tax.
In the Type of tax field, select Assessed tax.
In the Settlement period field, select the settlement period.
In the Ledger posting group field, select the ledger posting group.
Click Values to open the Values form. For more information, see 增值税代码的值（窗体）.
In the Value field, enter the tax rate.

Set up tax benefit codes for assessed tax

Click Fixed assets (Russia) > Setup > Tax reporting > Tax allowances.
Create a new tax benefit code. For more information, see (RUS) Set up tax benefit codes.
In the Privilege field, enter the benefit code for the assessed tax.
In the Benefit type field, select the type of tax benefit.
In the Allowance value field, enter the value of the tax benefit.

Set up an accounting group for assessed tax postings

Click Fixed assets (Russia) > Setup > Tax reporting > Group of posting of taxes.
Create a new ledger posting group. For more information, see (RUS) Set up groups for posting fixed assets taxes.
In the Ledger posting group field, select a group to post fixed asset (FA) taxes to the ledger accounts.
In the Account for FA taxes field, select a ledger account for the assessed tax.

Set up the budget revenue codes for assessed tax

Click Cash and bank management > Setup > Payment order > Budget revenue classification.
Create a new budget revenue code. For more information, see (RUS) Set up budget revenue codes for fixed asset taxes.
In the Budget revenue code field, select the budget revenue code that corresponds to the selected tax code.
Select the SSGS check box to indicate that the budget revenue code belongs to the Standard System of Gas Supply (SSGS).

Set up tax correspondence for the assessed tax

Click Fixed assets (Russia) > Setup > Tax reporting > Sales tax relations.
Create a new record. For more information, see (RUS) Set up tax correspondence with budget revenue codes.
In the Type of tax field, select Assessed tax.
In the Code field, select the sales tax code for the assessed tax.
In the Budget revenue code field, select the budget revenue code that corresponds to the selected tax code.

Set up the name for the assessed tax transaction journal

Click General ledger > Setup > Journals > Journal names.
Create a new journal name for the assessed tax transactions. For more information, see (RUS) Set up the name for fixed asset tax transactions journals.
In the Name field, enter a name for the assessed tax transactions journal.
In the Journal type field, select Assessed tax.
In the Voucher series field, select a voucher series code for the journal.

Set up Fixed assets parameters for assessed tax calculation

Click Fixed assets (Russia) > Setup > Parameters.
Click Tax reporting. In the Assessed tax field group, in the Sales tax code field, select the tax code for the assessed tax.
In the Compression field, select the level of compression for the assessed tax transactions.
Close the form.
Click Fixed assets > Common > Fixed assets > Fixed assets.
Create a new asset. For more information, see 固定资产（窗体）.
In the FA group field, select the asset group for the asset.
In the Type field, select Tangible if the fixed asset is real property.
In the Flag of ownership field, select Ownership, Oper. management, Rented, or Ownership outside Russia to indicate whether the fixed asset is owned, leased, under operational management, or owned by someone who is outside Russia.
On the Tax reporting FastTab, in the Sales tax code field, select the assessed tax code. By default, this field displays the value that is specified in the Fixed asset parameters form.
In the Exemption from tax field, select the tax benefit code that indicates that the asset is exempt from tax.
In the Asset kind field, select the type of property from the following options:
- 1 − SSGS real property asset.
- 2 − Real property asset of a Russian company that is located within the territories of constituent entities of the Russian Federation.
- 3 – All other asset types.
备注

The default value of this field is 3. The assessed tax declaration and the method that is used to calculate the advance payment depend on the value in this field. If the fixed asset is outside the Russian Federation, regardless of the type that is specified in the Asset kind field, an additional printout of section 2 of the declaration is produced, in which the property is marked as type 4.
Click Distribution > Distribution to open the Distribution form.
In the Location field, select the location of the fixed asset.
In the External owner field, enter the name of the external owner of the asset.

备注

If you do not enter a value in this field, the asset share that is listed on this line is considered to be owned property.
In the Sales tax code field, select a tax code only if the tax assessment for the asset is performed at a rate that differs from the default rate for the selected location, or if the tax code is connected to a different budget revenue code.
In the Distribution share field, enter the book value of the share of the real property as a fraction. The / field displays the distribution percentage.