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Microsoft Dynamics AX (Archived)

Sales tax combination for a specific customer

Posted on by 230

Hello,

is it possible to handle a sales tax code for a specific customer group? 
we have the following setup:

ITEM SALES TAX GROUP

S-FULL with all the possible tax codes except for the tax code "71"

SALES TAX GROUP

DOMESTIC - with all the main tax codes included the tax code "71"

SPECIFIC - with only the "71" tax code.

SCENARIO

In case of a sales order for a SPECIFIC customer with an Item of the S-FULL group the sales tax is not calculated because of no tax code combination.

The solution could be simple by adding the "71" tax code to the S-full group but this affects the combinations with DOMESTIC sales tax group.

Is there a way to manage this situation using the same Item? 

*This post is locked for comments

  • Fabio C. Profile Picture
    Fabio C. 230 on at
    RE: Sales tax combination for a specific customer

    Hello Ludwig,
    I need that one item fit the correct sales tax for two different sales tax group already created. For one sales tax group vat % is 22 for the other is 0, the problem is that also the first group contains the tax code with 0% in order to fit other combinations with different item sales tax group. We already have different groups attached to different customers, probably a new tax code could resolve the problem instead of create a new item cause it's related to an existent customization.

    thank you, 

    best regards.

    Fabio

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Sales tax combination for a specific customer

    Hello FBA,

    Have you been able to get your issue resolved in the meantime?

    Best regards,

    Ludwig

  • Yasir Shahzad Profile Picture
    Yasir Shahzad 1,635 on at
    RE: Sales tax combination for a specific customer

    Hi FBA

    i totally agreed with Ludwig...you can create a sales tax group linked with sales tax codes... the process ludwig suggested is simple and result oriented

    Regards

  • qianwang Profile Picture
    qianwang 7,151 on at
    RE: Sales tax combination for a specific customer

    Hi FBA,

    Can you try to add the tax code "71" to the S-FULL item sales tax group and set the DOMESTIC sales tax group without the tax code "71"?

    regards,

    QianQW

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Sales tax combination for a specific customer

    Hi,

    If you need a special sales tax calculation for a specific group of customers, can't you simply setup a new sales tax group, assign the needed sales tax codes and then link the new sales tax groups to your 'special' customers? This should ensure that the correct tax code is selected when those special customer post a transaction.

    Best regards,

    Ludwig

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