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Line Tax Amount on Project Invoices and Sales invoice missing.

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Posted on by Hetal Gore

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Hi All,

My GL Parameters are set to calculate Tax at line level and we also have selected VAT to be display in line level:

however the following models doesn't allow me to view VAT per line:

Invoice model mapping - Sales Invoice or Customer Invoice

Project contract line items model mapping

Can someone shed some light how they managed to get Tax amount per line on their invoices - Free Text invoice, Sales Invoice and Project invoice with billing rule(Contract line item)

Kind Regards,

Hetal

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Dynamics 365 Finance

Dynamics 365 Project Operations

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Ankit Life 687 on at

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Hi,

In Non INvoiced Documents eg. Purchase order / Sales order, on Action pane (Purchase/Sell) > Tax, you can view the Tax amount applicable. It will display tax amount per line. Also you can go to each purchase order/Sales order line > Financial > Tax, you can view tax applicable on each line.

For invoice documents you can check tax on Invoice journal, Posted Tax.

Could you please share clear screen shot of following:

Tax displaying in Purchase order/Sales order Tax tab,

General ledger parameter (Module General ledger > Ledger setup > General ledger parameters > GST tab > General FastTab

Vat code Calculation tab. (Module Tax > Indirect taxes > Vat > vat codes > Calculation FastTab)

Tax

Indirect taxes

GST

GST codes

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CA Neeraj Kumar 5,135 Super User 2026 Season 1 on at

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Hi @Hetal Gore,

Taking the two model mapping examples that you have mentioned:

1) Invoice model mapping

Root definition: SalesInvoice

Line level tax amounts are available here (for India Localization, separate nodes are there)

$SalesInvoiceTmp_Lines: Calculated field = WHERE('$SalesInvoiceTmp', '$SalesInvoiceTmp'.Qty<>0): Record list

2) Project contract line items model mapping

Here you can get from below nodes (we are already using this in our projects:

If this helped, please mark it as "Verified" for others facing the same issue Keep in mind that it is possible to mark more than one answer as verified

Regards,

Neeraj Kumar

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Hetal Gore 102 on at

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Thanks @CA Neeraj Kumar.

Thanks for this information - i will try the sales invoice one - But the location you advised regarding contract line item - This shows the VAT amount, but doesn't display the correct amount if there are multiple line, it keep looking at the first VAT amount an then display that on all lines. Do you have any indication or where to add VAT amount per line within the Customer Invoice (Free Text invoice) - Invoice Model mapping?

Please kindly advise.

Kind Regards,

Hetal

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Hetal Gore 102 on at

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Hi Ankit,

I know where to look for the VAT amount per line within Dynamics. I need to find the correct path within the Electronic reporting model mapping so i can map this correctly to my format.

Kind Regards,

Hetal

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CA Neeraj Kumar 5,135 Super User 2026 Season 1 on at

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Hi @Hetal Gore,

Regarding the project invoice, i think there is some gap in ER configuration file since we are getting different tax rates and amount properly in our implementations, there could be some other gaps.

For Free text Invoice, i will share after checking further.

Regards,

Neeraj Kumar

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Hetal Gore 102 on at

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Thanks Neeraj.

Thanks for that i will wait for your information on Free Text invoice (Customer invoice)

Could you potentially point me to the gaps in the ER configuration, or parameters which you has set or your mapping so i can see where i have gone wrong.

Kind Regards,

Hetal

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CA Neeraj Kumar 5,135 Super User 2026 Season 1 on at

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Hi @Hetal Gore,

If possible can you share few screenshots where you have binded for getting line level tax information in the project invoice that is not working for you..

I will try to share my feedback on that.

Regards,

Neeraj Kumar

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Hetal Gore 102 on at

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Thanks @CA Neeraj Kumar.

Please see the model mapping below:

Format Designer:

test posted line are:

produced on template:

only shows the first VAT amount per line.

our Parameters on GL are:

Please let me know what i could be missing.

Kind Regards

Hetal

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CA Neeraj Kumar 5,135 Super User 2026 Season 1 on at

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Hi Hetal,

The major issue that i can tell by looking at the current configuration is

1) Tax amount is picked from $ProjectInvoice.TaxAmount which has a many-to-one relation with the contract item lines.

2) Same structure is used in the format as well.

How it will work:

Contract item lines have one-to-many relation with $ProjInvoice, so the nodes given for On-account, Item, Expense, Hour etc should be used to store the values first in the model mapping.

And then the same should be used in the format.. the orange-highlighted node should move a node up, and presently highlighted node should have binding with model.InvoiceProject_Main.LineOnAccount

then below that tax amount will be saved line-by-line.

You can also use debugger to validate whether system is calculating separate vat amount or not, it must be saving line-wise [one thing we can understand from current behaviour that system is just showing first record in all lines, but calculating.. else if it would be calculating at header level, then it would be sum of all those VAT amounts]

I am not sure how much i would be able to assist you by typing over this thread, as you need to try a lot, i have given an idea to proceed.

If this helped, please mark it as "Verified" for others facing the same issue Keep in mind that it is possible to mark more than one answer as verified

Regards,

Neeraj Kumar

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CA Neeraj Kumar 5,135 Super User 2026 Season 1 on at

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Hi @Hetal,

For the customer invoice, below is the calculated fields that provide line-level tax information.

This is under the nodes: CustInvoiceJour.'$CustInvoiceTrans_OrderByLineSeqNum'.'$TaxTrans_All'

$TaxTrans_All: Calculated field = WHERE(CustInvoiceJour.'<Relations'.TaxTrans, AND(CustInvoiceJour.'<Relations'.TaxTrans.SourceRecId=@.RecId,

This is a record list storing tax transactions against each lines.,

$TaxTrans_GroupBy: Record list 'CustInvoiceJour/$CustInvoiceTrans_OrderByLineSeqNum/$TaxTrans_All' group by

This one is grouped so that it will show one record only, still you should use FIRSTORNULL($TaxTrans_Groupby) in order to avoid any list empty error.

If this helped, please mark it as "Verified" for others facing the same issue Keep in mind that it is possible to mark more than one answer as verified

Regards,

Neeraj Kumar
Author of the book - Electronic Reporting - The Hidden Gem

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