VAT calculation against Sales Invoice Journal lines

(0) Share

Report

Posted on by Phil Matthews

Good afternoon,

I am using the DEMF company in the Contoso database and when I generate an invoice, there is no VAT set against the invoice journal. I've adjusted the General Ledger parameters as follows:

On the invoice posting screen when I click VAT, it gives me values against the lines, but they aren't applied to the journal.

Can someone point me in the right direction please?

I have the same question (0)

All responses (7)

Answers (1)

Suggested answer

Ramit Paul 22,797 Most Valuable Professional on at

Like (1)

Report

Hi,

Have you checked the below setup?

Sales tax value is coming in lines before posting ?

If Yes, have you checked in general ledger -- periodic task-- subledger journal not yet transfered?

Was this reply helpful? Yes No
André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

Like (1)

Report

Hi Phil,

Can you share screenshots of the invoice posting screen, the VAT and the invoice journal? I wonder what exact VAT settings are used on the invoice entry.

Was this reply helpful? Yes No
Suggested answer

BillurSamdancioglu 19,703 Most Valuable Professional on at

Like (2)

Report

Hi ,

Can you share the screen shots for invoice journal and vat transactions and voucher please. Also the vat code setup and definition of percentage.

Was this reply helpful? Yes No
Phil Matthews 98 on at

Like (0)

Report

Hi all, thank you for your responses, I'll try to answer all of your questions.

So for example on creation of a new Sales Order, it is automatically assigned the AR-DOM tax group.

Sales Order Lines > Financials > VAT shows the calculated tax correctly:

Invoice posting screen thus:

Clicking VAT shows the same values as when doing so from the Sales Order.

Invoice journal. As you can see Amount against the lines is excluding VAT and VAT Included in amount is 0.

VAT has been posted against the invoice header, but isn't saved per line:

Voucher transactions:

I'm assuming that there's just a parameter somewhere that I've missed. It's calculating VAT correctly and posting it, it's just not putting it against the lines in the invoice journal, only the header.

I think I've answered all of your questions above, please flag up if I've missed one.

Was this reply helpful? Yes No
Phil Matthews 98 on at

Like (0)

Report

Also, my apologies, I have just realised that I missed a critical word in my initial post which would have made it clearer. The VAT is missing against the invoice LINES.

Was this reply helpful? Yes No
Verified answer

Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

Like (1)

Report

Hi Phil,

I have just tested in company DEMF with contoso data. I have activated following setup on GL parameters:

I have used a valid combination of Sales tax group and Item sales tax group:

Then, I get sales tax code for the invoice journal line:

Was this reply helpful? Yes No
Phil Matthews 98 on at

Like (0)

Report

Hi all,

Infuriatingly, I think this is actually working. I have just checked in the SQL database and the tax IS being filled in against the lines, it is just not showing in the application. I'm going for the usual clearing of user data etc.

Thank you for your help.

Phil

Was this reply helpful? Yes No