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How do I find a sales tax report showing gross sales, non taxed sales, and taxed sales to report to taxing authority in AX 4?
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I am looking for the same thing in AX2009 any leads?
I have moved this post to the Microsoft Dynamics AX forum to help get exposure to your questions. Please let me know if you have any questions.
Hi,
Via the path General ledger - Reports - Transactions - Groupings - Sales Tax Transactions - Details, you can print a report per sales tax code with all the details. Of course the contents of the report depends on the setup of sales tax in your company. The reports is based on sales tax transactions, so you have to make sure that are for non taxed sales a VAT code has been setup properly.
Kind regards,
Dennis
Hi Dennis,
We had been planning on using that report, untill we realized that this report does not provide us with a total for how much was sold into one state/ or rather tax authority.
Any suggestions? For a report that gives us the information necessary to file a return, Total sales, total taxable sales, and then breaks it down by code?
A sales tax code is tied to a Settlement Period. The Settlement Period is tied to a tax authority.
In the AX demo data with Contoso company you can see the for each state separate sales tax codes have been setup, each connected to a settlement period of that State. Also for each state a separate tax authority has been setup.
When invoices are posted the tax details are written in the TaxTrans table. This table contains a field called TaxPeriod, which is in fact the tax authority if you use same setup as Contoso company.
By using the report as I mentioned before, you should be able to add the field Period into the Sorting tabpage. If you move it to the top and tick the Subtotal field as well. If you then run the report you should be a total per tax authority, including all details per sales tax code that belong to that authority.
So I think you can do this without creating a new report. It only requires proper setup of sales tax codes, authorities and sales tax settlement periods.
Dennis, thank you for your help. Is there a way to include gross sales on this report? Our sales tax returns ask for a gross sales number, less non taxed transactions, to arrive at the taxable sales figure. I noticed on the sales tax codes there is a tab called report setup. Are these fields used in any reports?
I haven't been able to get a gross total either as a result of the origin field's total including a single transaction multiple times, in the case where it was applied to more than one sales tax code.
But if you look at the total for the 1 code that represents the state rate, that will give you total taxable sales for that state. And just use the other totals when reporting what is owed to different localites.
Then if you have an exempt code for a state, add those sales with the total sales for the state's rate code and you will have total sales.
The report setup tab is useful if you want to set up a code like "E or 1" to display on the report next to the code. So you you could set it up so all codes that are used for exempt sales have an E that shows up on the report. Or E1 if it is exempt for a certain reason and you need to report that.
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