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Conditional sales tax linking the sales tax transactions on posting to the original invoices

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Posted on by ssly 20

Hi,

     I have setup Conditional sales tax in a Philippines company. So as you know, when a vendor invoice is posted it generates a sales tax transaction against say 'ConSalesTaxCode1'.When the invoice is paid (in full),  2 Sales tax transactions are generated, one with a negative amount against the 'ConSalesTaxCode1' and thus reversing the 'conditional' sale tax transaction at the time of invoice posting. The second transaction is against 'TrueSalesTaxCode'. These 2 transactions have a different voucher number than the payment transaction that is in VendTrans. 

How can I tie back the 2 sales tax transactions generated at the time of payment with either the invoice or the original sale tax transaction generated at the time of invoicing. 

I can't seem to find any connection between the transactions and I don't see any standard report or inquires that tie them together either. 

Has any one else been successful in this?

regards,

 

  • ssly Profile Picture
    ssly 20 on at
    RE: Conditional sales tax linking the sales tax transactions on posting to the original invoices

    Hi Todd,

                 Thanks for that, we were thinking of doing a development to get the vendors details and as the KB says, it was not possible to go back to the original invoice based on the existing data. We plan to upgrade to the latest version in the next few weeks so we see how this looks like then.

    I think that we have reached the limit of what currently possible.

    regards,

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Conditional sales tax linking the sales tax transactions on posting to the original invoices

    Hello ssly,

    Did you fix your issue in the meantime?

    Also, can you let us know whether you operate AX2012 or D365FO?

    Many thanks,

    Ludwig

  • ToddB Profile Picture
    ToddB on at
    RE: Conditional sales tax linking the sales tax transactions on posting to the original invoices

    Hi ssly,

    In checking, I found the below in regard to a partial fix around this made in 10.0.14; and it states "With the current data structure, it is possible to populate the Name only, however Invoice number identification is not feasible."

    Sales tax transaction report missing details when the conditional sales tax is paid and reported to original tax

    fix.lcs.dynamics.com/.../Details

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