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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / POP Tax
Microsoft Dynamics GP (Archived)

POP Tax

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Posted on by sandipdjadhav 18,267

Hello,
Tax is always confuse me as my background in Dynamics GP is from TAX Free Country. How Tax is calculating in POP, if I select existing tax schedule for Item Wise on Purchase Order and when I convert PO to shipment/Invoice it didn't get transfer to Invoice , It should have applied Tax to Invoice as all Item are Taxable.

Can anyone help me to understand Tax for Purchase ?

Your earlest reply will be highly appreciable.


Thanks

Sandip

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  • sandipdjadhav Profile Picture
    sandipdjadhav 18,267 on at
    Re: Re: Re: Re: Re: POP Tax

    Ian,

    Try to put it proper alignment but after posting alinment didn't get work.. sorry for that

  • sandipdjadhav Profile Picture
    sandipdjadhav 18,267 on at
    Re: Re: Re: Re: POP Tax
    Ian,
    Thanks much for your reply, Please find below answers of your questions
     
    1.     Click on the blue arrow beside 'Creditor ID', and then click on the 'Purchase Address ID' hyperlink and note the Tax Schedule ID and Shipping Method.Tax Schedule ID  : AUSNSWST+20Shipping method : OVERNIGHT2.     Then click into the line item, and click on the blue arrow to the right of 'Item' (This opens the 'Purchase Item Detail Enquiry' window. Note the following in the bottom right hand corner: 1. Shipping Method, 2. Item Tax Option, 3.Purch Addr Tax Sched, 4. Calculated Tax.1)    Shipping Method = OVERNIGHT2)    Item Tax Option = Taxable3)    Item Tax Schedule ID=USASTCITY-6*4)    Site Tax Schedule ID=USAUSSTCITY+6*

    5)    Calculated Tax=0

     
    3.     Close the Purchase Item Detail Entry Window. To get back to the PO Entry window.
     4.     Click on the blue arrow beside 'Tax' in the PO footer, and note the 1. Tax Deail, 2.Gross Amount, 3. Tax Amount - If any, if not just tell me its empty.
    Tax field is empty
     5.     Go to Tools >> Setup >> Company >> Company  - note the value in the 'Purch Tax Schedule' fieldPurchase Tax Schedule ID : COMPANYPUR 6.     Then clck the 'Options' button. Tell me the values for:1.     Use shipping method when selecting default tax schedules = Selected2.     Allow smmary level tax edist = Selected3.     require tax detail totals to match the pre tax amount. = “Not Selected” 7.     Then go to Tools >> Setup >> Purhasng >> Payables and tell me the value in the 'Purchase' field under  'Tax Schedule ID's'.  =”ALL DETAILS” 8.     Go to Tools >> Setup >> Purchasing >> Purchase Order Processing..and click on 'Options'. Tell me the values in 'Tax Options', plus the Tax Schedule for all three of No-Inventory, Freight, and Misc.

    All Tax Options are “N0Taxable”

     

    Thanks again for helping me.

    Thanks
    Sandip 

     

  • sandipdjadhav Profile Picture
    sandipdjadhav 18,267 on at
    Re: Re: Re: Re: POP Tax

    Ian ,

    Thanks much for your reply, Please find answer below.

    Using Inventory Item in TWO company

    1.     Click on the blue arrow beside 'Creditor ID', and then click on the 'Purchase Address ID' hyperlink and note the Tax Schedule ID and Shipping Method.Tax Schedule ID  : AUSNSWST+20
    Shipping method : OVERNIGHT
     2.     Then click into the line item, and click on the blue arrow to the right of 'Item' (This opens the 'Purchase Item Detail Enquiry' window. Note the following in the bottom right hand corner: 1. Shipping Method, 2. Item Tax Option, 3.Purch Addr Tax Sched, 4. Calculated Tax.1)    Shipping Method = OVERNIGHT2)    Item Tax Option = Taxable3)    Item Tax Schedule ID=USASTCITY-6*4)    Site Tax Schedule ID=USAUSSTCITY+6*

    5)    Calculated Tax=0

     
    3.     Close the Purchase Item Detail Entry Window. To get back to the PO Entry window.
     4.     Click on the blue arrow beside 'Tax' in the PO footer, and note the 1. Tax Deail, 2.Gross Amount, 3. Tax Amount - If any, if not just tell me its empty.
    Tax field is empty
     5.     Go to Tools >> Setup >> Company >> Company  - note the value in the 'Purch Tax Schedule' fieldPurchase Tax Schedule ID : COMPANYPUR  6.     Then clck the 'Options' button. Tell me the values for:1.     Use shipping method when selecting default tax schedules = Selected2.     Allow smmary level tax edist = Selected3.     require tax detail totals to match the pre tax amount. = “Not Selected” 7.     Then go to Tools >> Setup >> Purhasng >> Payables and tell me the value in the 'Purchase' field under  'Tax Schedule ID's'.  =”ALL DETAILS”  8.     Go to Tools >> Setup >> Purchasing >> Purchase Order Processing..and click on 'Options'. Tell me the values in 'Tax Options', plus the Tax Schedule for all three of No-Inventory, Freight, and Misc.

    All Tax Options are “NnTaxable”

     

    Thanks much for your help.

    Thanks

    Sandip

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Re: Re: POP Tax

    Ok, it should be calculating the VAT when you enter the PO...and this will then follow through by default into the invoice.

    Are you buying inventory or non-inventory items?

    Can you enter a PO and before you save it, can you check the following:

    1. Click on the blue arrow beside 'Creditor ID', and then click on the 'Purchase Address ID' hyperlink and note the Tax Schedule ID and Shipping Method.
    2. Then click into the line item, and click on the blue arrow to the right of 'Item' (This opens the 'Purchase Item Detail Enquiry' window. Note the following in the bottom right hand corner: 1. Shipping Method, 2. Item Tax Option, 3.Purch Addr Tax Sched, 4. Calculated Tax.
    3. Close the Purchase Item Detail Entry Window. To get back to the PO Entry window.
    4. Click on the blue arrow beside 'Tax' in the PO footer, and note the 1. Tax Deail, 2.Gross Amount, 3. Tax Amount - If any, if not just tell me its empty.
    5. Go to Tools >> Setup >> Company >> Company  - note the value in the 'Purch Tax Schedule' field
    6. Then clck the 'Options' button. Tell me the values for:
      1. Use shipping method when selecting default tax schedules
      2. Allow smmary level tax edist
      3. require tax detail totals to match the pre tax amount.
    7. Then go to Tools >> Setup >> Purhasng >> Payables and tell me the value in the 'Purchase' field under  'Tax Schedule ID's'.
    8. Go to Tools >> Setup >> Purchasing >> Purchase Order Processing..and click on 'Options'. Tell me the values in 'Tax Options', plus the Tax Schedule for all three of No-Inventory, Freight, and Misc.

    Long shopping list, I know, but I should be able to point you in the right direction once I know your setup.

    I may have to ask you to check the contents of each Tax Schedule, but that can wait.

    Best regards,

     

     

  • sandipdjadhav Profile Picture
    sandipdjadhav 18,267 on at
    Re: Re: POP Tax

    Ian,

    Thanks much for your reply, FYI I am using TWO company GP didn't calculate VAT automatically or any other tax on PO as well as after converting PO into Invoice.

     

    Thanks

    Sandip

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: POP Tax

    H Sandip, when you enter the purchase order, does GP calculate the VAT automatically at that stage?

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