Invoice journal do not post VAT

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Posted on by CapsLock

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Hi,

I have a problem with supplier invoice which is not posting VAT. There are other invoices posted against the same vendor, with the same information entered in the voucher and in one of them, of the many booked, just one is not posting VAT. I don't know what can be different in this invoice than in the others. Any ideas?? I'm in AX 2012 R3.

This is the screenshot for the correct VAT postings:

Even if they are at zero, which is correct, we still get lines generated in posted VAT, thus the transaction is included in the VAT reports.

Same vendor, same information entered on the invoice, no posted VAT.

Any ideas of where could I look to see what went wrong into the second screenshot?

Thanks!

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André Arnaud de Cal... 299,883 Super User 2025 Season 2 on at

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RE: Invoice journal do not post VAT

Hi CapsLock,

What exact method are you using here to post the invoice? Is it an invoice register + approval journal or did you start with a pending invoice? Check the data entry in journals if somewhere the Tax Group or Tax Item group is missing. If it is related to a purchase order, check the purchase order lines if the Tax group or Tax item group is missing.

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Ludwig Reinhard Microsoft Employee on at

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RE: Invoice journal do not post VAT

Hello CapsLock,

You would need to provide us some additional information especially on your VAT setup and the sales tax / item sales tax selected.

Also share the transaction origin of the voucher that was created.

Some supporting screenshots with data and the posting type used would help.

The ones that you shared a useless because we cannot identify anything ;-)

Many thanks,

Ludwig

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CapsLock 1,419 on at

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RE: Invoice journal do not post VAT

Hi Ludwig, Andre,

Thank you for answering. The invoice was entered via an invoice journal type supplier invoice recording. No approvals, no registering, no workflow involved before posting.

The posting types are supplier balance for the vendor line, and ledger journal for the expense lines.

Here the transaction origin of the voucher, not sure though which information are we looking at here:

Original document:

Invoice journal. The lines have informed the VAT information but still no VAT has posted. Other invoices before have used the same VAT group and item VAT group combination and it has posted correctly.

In the general tab VAT info is missing but I don't understand how it can be in one and not in the other. I'm not able to reproduce it in the test environment.

I hope this gives you a bit more of insight?

Thanks again.

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Ludwig Reinhard Microsoft Employee on at

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RE: Invoice journal do not post VAT

Hi,

Many thanks for those screenprints.

In the first one there is not 'tax' module shown and in the third one the VAT amount is $0.00.

That's why there is not VAT posted.

Is it possible that somebody changed the VAT % or the date range for which your VAT % was valid?

Can you check that in the VAT code table?

Many thanks,

Ludwig

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CapsLock 1,419 on at

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RE: Invoice journal do not post VAT

Hi Ludwig,

The VAT % date of range I guess you refer to this:

All codes have blank dates. Other invoices have been posted after this one and the VAT postings were correct. At zero, as they should, but as you point out, creating entries anyway in the tax module. I don't understand how this one could post without impacting VAT when all fields have been populated.

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Ludwig Reinhard Microsoft Employee on at

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RE: Invoice journal do not post VAT

Hi,

What is the value in the fifth column?

I can only identify the ### symbols.

Is the value 0.00%?

Best regards,

Ludwig

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CapsLock 1,419 on at

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RE: Invoice journal do not post VAT

Yes, it's 0% for services VAT exempt.

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Ludwig Reinhard Microsoft Employee on at

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RE: Invoice journal do not post VAT

Well, I guess then you have your answer.

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André Arnaud de Cal... 299,883 Super User 2025 Season 2 on at

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RE: Invoice journal do not post VAT

Hi CapsLock,

Are both the Tax group and Tax Item group linked to your Sales tax code? If there is a zero percentage, it should still generate a sales tax transaction for reporting purposes. Where it is working, are you using the same tax groups or others?

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Ludwig Reinhard Microsoft Employee on at

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RE: Invoice journal do not post VAT

Hi CapsLock,

Can you enter a from and to date in the sales tax value form and then try to post an identical transaction.

As Andre mentioned we should get a tax trans transaction then.

(It should actually work even without the from and to dates but not if you operate a very old AX2012 version).

Best regards,

Ludwig

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