reverse or edit sales tax payment

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Posted on by AhmedFathy

Hi all

i have posted sales tax payment (GL->Periodic->sales tax payment ->sales tax payment ) by wrong. So now i got good calculated sales tax period posted to wrong date. Maybe sameone know is there is way to reverse sales tax payment transation and post it again correctly ?

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Grzegorz Skrzypczyk 225 on at

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RE: reverse or edit sales tax payment

We came across a similar problem when a user posted the VAT with a completely wrong date. We were able to reverse the sales tax (VAT) voucher using standard GL functionality.

In order to repeat the VAT report calculation you need to look at the table TaxReportPeriod. Access it via table browser and find the right record - you need to filter on Period Type (probably something like 'monthly', 'quarterly') and on the from/to dates. Look at the field VersionNum.

It starts out with the value 0. Then - every time you run a VAT report with update the value is incremented by 1 (so the value 1 after the original posting, 2,3,4... etc when corrections are posted). You will probably see the value 1 in this field. To rerun the VAT report calculation set it to 0 (zero). If you have done corrections the value will be greater than 1 and you can try resetting it to zero to rerun the original calculation. You may need to rerun the recalculations as well.

Note: for India and some Eastern European countries the logic differs so this might not work.

Note 2: make sure you go over this in a test environment before doing it in Prod. Check the original report yields correct results, try posting corrections if you use them. Also try running a vat report in the next month/quarter. You do this at your own risk.

Hope this helps.

Grzegorz

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Ludwig Reinhard Microsoft Employee on at

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RE: reverse or edit sales tax payment

Hello Ahmed,

If there is no other question is left open here then please verify the answer to get this thread closed.

Thanks

Ludwig

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AhmedFathy on at

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RE: reverse or edit sales tax payment

Thank you for your reply and interest.

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Ludwig Reinhard Microsoft Employee on at

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RE: reverse or edit sales tax payment

Hello Ahmed,

Today, I used the chance to talk with some people from MS on the MBA summit and they confirmed that there is currently no out of the box reversal/correction functionality available for this. You thus have to correct things manually e.g. in a GL journal. If you want to post the "Original" tax settlement then you need the help of a developer; otherwise, you can just use the option "latest changes" to get the tax payment posted/processed.

Best regards,

Ludwig

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Ludwig Reinhard Microsoft Employee on at

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RE: reverse or edit sales tax payment

Hi,you might need the help of a developer to get this fixed because you can't directly manipulate the sequence. Best regards, Ludwig

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AhmedFathy on at

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RE: reverse or edit sales tax payment

I make the sales tax payment to April before make March

So need to reverse it and make sales tax payment to March first. I I already reverse the transaction from the vendor but I can not make sales tax payment to April again.

give me this error (Original sales tax settlement has already been created for the period).

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Ludwig Reinhard Microsoft Employee on at

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RE: reverse or edit sales tax payment

Hello Ahmed Fathy,

I do not know a simple and straightforward way to reverse an already posted sales tax payment.

Can you describe in more detail what you mean by posting the transaction to the wrong date? What happened here exactly?

What the standard AX2012 solution supports are subsequent changes that you can post by making use of the types that you select when making this posting such as original or latest changes.

This works fine as long as you post this in the right period but if you messed up with the posting date you need then you would have to correct the settlements created manually in my opinion as there is no standad sales tax payment reversal available.

Best regards,

Ludwig

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AhmedFathy on at

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RE: reverse or edit sales tax payment

Unfortunately no this is to reverse settlement only.

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BrandonSA 1,673 on at

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RE: reverse or edit sales tax payment

Hi

Is this what you're looking for?

docs.microsoft.com/.../ita-reverse-a-closed-conditional-sales-tax-transaction

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