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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Dynamics 365 - Custome...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Dynamics 365 - Customer payment journal with tax code

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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, 

D

I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,105 Super User 2026 Season 1 on at

    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.

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,839 Super User 2026 Season 1 on at

    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.

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