web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Sales tax payment
Microsoft Dynamics AX (Archived)

Sales tax payment

(0) ShareShare
ReportReport
Posted on by jarod shen

How to setup to exclude selected sales tax code or sales tax group for payment settlement.

Customer requirement, some of the chargeable input and output tax is non claimable.  in this case, it should exclude form payment transaction. Current system process will net off input and output tax and generate final invoice amount to tax authority.

appreciate your update in advance.

Jarod

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    As you may know...Sales tax codes are setup with a Sales Tax Settlement Period.  If you make a payment for a Settlement Period, then AX will include all Sales tax codes using that Settlement period.

    If you have problems with a particular transaction, then you may need to credit or reverse the original transaction and then re-post it with the corrected Sales Tax Groups on the transaction.

  • jarod shen Profile Picture
    jarod shen on at

    Hi GeeJay,

    How to exclude settlement period for tax code, since it is mandatory fields.

    Thanks and regards,

    Jarod

  • Community Member Profile Picture
    Community Member on at

    Hi Jarod,

    Yes, settlement period is mandatory for a Sales Tax Code.

    If some of the individual transactions are incorrect, then you will need to adjust those transactions using Customer Credit Note, Vendor Credit Note or other processes.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans