Microsoft Dynamics AX (Archived)

AX 2009 Sales Return Tax Calculation

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Posted on by Jonathancm

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Hi Everyone,

I'm having a strange behavior in AX 2009. I've been trying to find a way out of this but not luck so far.

Here's the scenario - no customization involved:

- Create Sales Order with discount. Post Invoice. Total Sales Tax = -155.66 (just a number here).

- Creaste Return Sales Order copying above SO. Post Return Invoice. Total Sales Tax = 155.68.

Now, it seems like total Invoice amout is equal in both cases, but is not the same for the tax calculation. It's the same lines, I'm copying exactly the same information as the "original invoice". But the difference is still occurring.

For country regulatory reasons, I need to use this setup:

Tax Setup:

General Leger - Setup - Parameters - Tax - Calculation Method: Total.

Tax Codes - Calculation:

- Origin - % of the net amount

- Base - net amount of invoice balance.

Now, I don't really mind about the total tax calculation result, I just need both tax amounts (original invoices and return invoice) to be exactly the same. Is there any way we could overcome this? Or I need to live with those differences. The solution can be a manual setup or even customization, but I need to find a way to match the tax amounts.

Regards,

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Ludwig Reinhard Microsoft Employee on at

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Hi,

If the calculated tax is not exactly identical then you should be able to overwrite the calculated tax in the invoice form via the sales tax form available there.

Have you tried doing that?

Best regards

Ludwig

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ZvikaR 168 on at

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This sounds like a rounding issue.

The calculation in lines is rounded differently on the SO and on the credit.

On the "sales tax code" setup check out what "rounding type" is selected.

Is the setup there it should be setup to "Normal"

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ZvikaR 168 on at

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another thought - is your invoice in accounting currency or in another currency?

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Jonathancm 416 on at

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Hi Zvika, Thanks for your answer.

Sales Tax Code rounding is set to normal. And yes, the invoice is in accounting currency.

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Jonathancm 416 on at

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Hi, I haven´t try it. Is there any documentation I can follow or can you explain the process?

Thank you.

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ZvikaR 168 on at

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technet.microsoft.com/.../aa569715.aspx

look up this article for the method that is used on all transactions to override calculated sales tax amount manually

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Ludwig Reinhard Microsoft Employee on at

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HI,

If you are in the SO invoice form then open the sales tax button

and then overwrite the calculated sales tax as required.

Best regards,

Ludwig

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