(IND) Define TCS group, PAN, and TAN information for customers

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

备注

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

  1. Click Accounts receivable > Common > Customers > All customers. On the Action Pane, on the Customer account tab, in the Customer account group, click Customer account.

  2. Select the default TCS group to calculate TCS for the customer in the TCS group field.

    备注

    The TDS group field is not available if you select a TCS group in the TCS group field.

  3. Click the Tax information tab, and select the status for the Permanent Account Number (PAN) for the customer in the Status field from the following options:

    • Not available – Customer does not have a PAN.

    • Received – Customer has a PAN.

    • Applied – Customer has applied for a PAN.

    • Invalid – The customer’s PAN number is not valid.

  4. If the PAN status is Received, enter the PAN information in the Number field.

    备注

    The PAN number must consist of five alphabetic characters, four numeric characters, and one alphabetic character; for example, ABCDE1260A.

  5. If the PAN status is Applied, enter the reference number in the Reference number field.

  6. In the Nature of assessee field, select the nature of the assessee category for the customer from the following options:

    • Company

    • HUF

    • Firm

    • Individual

    • AOP

    • BOI

    • Local authority

    • Others

  7. Enter the Tax Account Number (TAN) for the address of the customer in the Number field.

    备注

    The withholding tax registration numbers that are created for the customers registration number type in the Withholding tax registration numbers form (General ledger > Setup > Withholding tax > India > Withholding tax registration numbers) are available in this field.

  8. Press CTRL+S or close the form.

See also

(IND) Customers (modified form)