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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / General Journal - Post...
Small and medium business | Business Central, N...
Suggested Answer

General Journal - Post purchase with tax in a single line

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Posted on by Adrian258aa 5

Hi, I'm having trouble getting the general journal to calculate and post tax for me. So far we've been posting 3 separate lines: subtotal purchase amount to expense account, manually calculate tax amount and post to tax account, and balance to credit card bank account.

I'd like to believe we can get this all done on one line, but the tax is not posting correctly.

Posting Date Gen. Posting Type Document No. Account Type Account No. Account Name Description Amount Amount ($) Bal. Account Type Bal. Account No. Use Tax Tax Liable Tax Group Code Tax Area Code
3/31/2023 Purchase G00054 G/L Account 6110 Advertising Advertising 100 100 Bank Account 2215 Yes Yes TAXABLE ON

And here's what it posts. The tax amount of 13% gets calculated on the amount, which is fine, but the amount gets posted in and out of the tax account, having no effect.

Posting Date Document Type Source Code Document No. G/L Account No. Description Amount Gen. Posting Type Bal. Account Type Bal. Account No. Entry No.
Credit card 3/31/2023   GENJNL G00054 2215 Advertising -100   G/L Account 6110 32025
Tax account 3/31/2023   GENJNL G00054 2241 Advertising 13   G/L Account   32024
Tax account 3/31/2023   GENJNL G00054 2241 Advertising -13   G/L Account   32023
Expense account 3/31/2023   GENJNL G00054 6110 Advertising 100 Purchase Bank Account 2215 32022

Here's what I'd like to see. The total amount getting posted to the Credit card in one line to make reconciliation easier.

Posting Date Document Type Source Code Document No. G/L Account No. Description Amount Gen. Posting Type Bal. Account Type Bal. Account No. Entry No.
Credit card 3/31/2023   GENJNL G00054 2215 Advertising -113   G/L Account 6110 32025
Tax account 3/31/2023   GENJNL G00054 2241 Advertising 13   G/L Account   32024
Expense account 3/31/2023   GENJNL G00054 6110 Advertising 100 Purchase Bank Account 2215 32022

What am I missing?

I have the same question (0)
  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,105 Moderator on at
    RE: General Journal - Post purchase with tax in a single line

    Have you completed the VAT Posting setup in your Business Central company and assigned VAT posting groups to the general ledger accounts and posting types to the G/L Accounts where you want tax to be calculated?

  • Adrian258aa Profile Picture
    Adrian258aa 5 on at
    RE: General Journal - Post purchase with tax in a single line

    No, that wasn't something we did during our implementation a year ago. Those tables are blank.

    We do have tax groups, area codes, and jurisdictions set up that work properly with sales order and purchase orders. The VAT setup seems like another way to do the same thing. Would we need a VAT group for every tax rate, or can it look up the rate with the area code?

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,105 Moderator on at
    RE: General Journal - Post purchase with tax in a single line

    In the region I operate we mainly use VAT. so I hope some other expert here can fill in where sales tax is used instead of VAT.

    Or you can contact your partner and they should be able to assist you with the missing setup that will allow you to skip the manual tax calculation you are doing now.

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