Finance | Project Operations, Human Resources, ...

Dynamics 365 - Customer payment journal with tax code

(0) Share

Report

Posted on by Community member

Hi,

When I post a customer payment journal without linking an invoice and the offset account type is "Bank", should the system calculate a tax based on the tax code defined?

When the offset account is ledger, it shows. But when it is bank, it doesn't show.

Please help me understand is this a system limitation?

Regards,

I have the same question (0)

All responses (2)

Answers (0)

Suggested answer

André Arnaud de Cal... 300,928 Super User 2025 Season 2 on at

Like (0)

Report

Hi Dwij,

If the account type or the offset account type is ledger, then sales tax can be used for postings. If you don't have the account type or offset account type as ledger, it will not be able to do any tax calculation.

Was this reply helpful? Yes No
Suggested answer

Alireza Eshaghzadeh 14,677 Super User 2025 Season 2 on at

Like (0)

Report

Hi Dwij,

In addition to Andre feedback, it is normal to use ledger account or customer error account when a payment does not have link to customer transactions (e.g. miscellaneous payments) while it is not normal to incur sales tax on payment journals and should be checked based on region tax regulations.

Was this reply helpful? Yes No