(RUS) Set up sales tax codes for tax calculation
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Each sales tax code is characterized by the following criteria:
Tax type
Basis for adding tax
Tax rate or amount
Period of validity
Account posting rules
You can set the posting rules by specifying a ledger posting group for the sales tax code. Within the Posting groups directory, the ledger accounts are set up to create tax accounting transactions for a specified tax code.
The sales tax codes are grouped into sales tax groups (TG) and item sales tax groups (ITG). When you execute a purchase or sales voucher, you must specify the appropriate TG or ITG. The taxes (sales tax codes) that are included in both TG and ITG are calculated. When you post the voucher, the relevant accounting transactions are created.
备注
This topic has not been fully updated for Microsoft Dynamics AX 2012 R2.
Click General ledger > Setup > Sales tax > Sales tax codes.
Press CTRL+N to create a new line, and then enter the required details.
In the Type of tax field, select the tax type for calculation from the following options:
Other
Standard VAT
Excise
Reduced VAT
VAT 0%
Assessed tax
Transport tax
Land tax
备注
When processing VAT receivables, or creating sales or purchase books and their supplemental pages, the invoice lines are selected in accordance with the tax type.
On the General tab, in the Currency field, select the currency in which the sales tax is calculated.
Click the Calculation tab.
In the Marginal base field, select the type of amount that is used in the sales tax code calculation from the following options:
Net amount per line – Tax is calculated from the value of every line.
Net amount per unit – Tax is calculated from the value of the units of goods without taking into account other taxes.
Net amount of invoice balance – Tax is calculated from the gross invoice amount.
Gross amount per line – Tax is calculated from the gross value per line.
Gross amount per unit – Tax is calculated from the gross value per unit.
Invoice total incl. other sales tax amounts – Tax is calculated from the account total, including other taxes.
In the Calculation method field, select the method of calculation for the selected sales tax code from the following options:
Whole amount – One sales tax rate or amount applies to the calculation base (taxable amount).
Interval – Various sales tax rates or amounts apply to different parts of the calculation base (taxable amount).
In the Round-off field, enter the lowest unit for which sales taxes are calculated for the selected sales tax code.
In the Rounding form field, specify how the calculated taxes are rounded off. The options include Normal, Downward, and Rounding-up.
Click Values to specify a sales tax code value or a percentage for the sales tax calculation.
备注
You can specify different sales tax values for different amount intervals and periods. If the period is not specified, the tax rate is valid without any time restriction.
Press CTRL+S or close the form.