(BRA) Set up a tax matrix [AX 2012]

Updated: December 12, 2012

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

You can set up the sales tax group and item sales tax group that are used in sales, purchase, or inventory movement transactions. The tax groups for sales, purchase, or inventory transactions are determined based on the combination of the Código fiscal de operações e prestações (CFOP ) group, item, item group, customer, customer group, vendor, vendor group, fiscal establishment, or fiscal establishment group.

  1. Click General ledger > Setup > Sales tax > Taxes matrix.

  2. Create a tax matrix.

  3. In the Fiscal establishment group field, select the group for the fiscal establishment.

    NoteNote

    The tax groups that are available depend on the fiscal establishment group and CFOP code.

  4. In the CFOP group field, select a CFOP group.

  5. In the Type field, select Customer, Vendor, or Fiscal establishment as the account type.

  6. In the Account code field, select one of the following options to indicate the account code for the selected account type:

    • Table – Set up the tax matrix for a single customer account, vendor account, or fiscal establishment.

    • Group – Set up the tax matrix for a customer group or vendor group.

    • All – Set up the tax matrix for all customers or all vendors.

  7. In the Account relation field, select the customer account, customer group, vendor account, or vendor group that the tax matrix applies to. Alternatively, enter the identification code of the fiscal establishment that the tax matrix applies to. This field is determined by the selections in the Type and Account code fields.

    NoteNote

    This field is available only if you select Table or Group in the Account code field.

  8. In the Item code field, select one of the following options to indicate the item code that the tax matrix applies to:

    • Table – Apply the tax matrix to a single item.

    • Group – Apply the tax matrix to an item group.

    • All – Apply the tax matrix to all items.

  9. In the Item relation field, select the item number or item group.

    NoteNote

    This field is available only if you select Table or Group in the Item code field.

  10. Select the Service items check box to use tax groups for items of type Service that do not have a CFOP code. The defined tax groups are used as default tax groups on the sales or purchase orders for services.

  11. Select the Free text invoice check box to use the tax groups as default tax groups for free text invoices for the customer, customer group, or all customers, based on the value that is selected in the Account code and Account relation fields.

    NoteNote

    This field is available only if you select Customer in the Type field.

  12. In the Sales tax group field, select the default sales tax group for the combination of the selected CFOP group, item, item group, customer, customer group, vendor, vendor group, fiscal establishment, or fiscal establishment group.

  13. In the Item sales tax group field, select the default item sales tax group for the combination of the selected CFOP group, item, item group, customer, customer group, vendor, vendor group, fiscal establishment, or fiscal establishment group.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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