Sales tax codes in invoice journal

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Posted on by CapsLock

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Hi,

I´m entering a vendor invoice journal. The sales tax group defaults from the vendor. There are no items but I manually select the item group applicable. I would expect to see in the list of codes just the ones allowed by the combination of the group and item. I see all sales tax codes in the dropdown.

In the same way if i just have informed the sales tax group, i would expect to see in the dropdown for sales tax codes just the ones allowed in the specified group.

Can anyone tell me if my expectations are in line with the system and I´m missing something? Or is it just that this expectation cannot be met as per standard functioning?

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CapsLock 1,419 on at

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RE: Sales tax codes in invoice journal

Many thanks Ludwig! I had tried yes, not sure of controlling that at a main account level tho.

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CapsLock 1,419 on at

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RE: Sales tax codes in invoice journal

Hi André, which setting is the one you mention?

Thank you!

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CapsLock 1,419 on at

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RE: Sales tax codes in invoice journal

Hi P.k,

Thank you for your input. Would you mind elaborting a bit more on: "We must fill the sales tax code only if we are making a direct entry on the tax accounts set up in the posting profile." Could you provide an example of when would you do that? Also, how? would you select the code and leave the group and item group empty?

Thank you again.

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André Arnaud de Cal... 299,022 Super User 2025 Season 2 on at

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RE: Sales tax codes in invoice journal

Hi CapsLock,

The lookups will not automatically filter to show the valid combinations. There is a setting which will check for valid settings on journals. If you want to limit the values during the lookup, you will have to go for a customization.

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Ludwig Reinhard Microsoft Employee on at

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RE: Sales tax codes in invoice journal

Hi CapsLock,

You can setup a default item sales tax group in the GL parameters form.

Alternatively, you can specify the allowed codes and the default item sales tax code in the COA.

Have you tried that?

Best regards,

Ludwig

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P.k.Kaushik 1,031 on at

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RE: Sales tax codes in invoice journal

Hello,

As seen below we have the 3 drop down under Sales tax section.

1) Sales tax code.

2) Item sales tax group.

3) Sales tax code.

We must fill the sales tax code only if we are making a direct entry on the tax accounts set up in the posting profile.

For a normal journal, Sales tax group and item sales tax group should be filled sales tax code should be blank.

For E.G:-

We select Sales tax group as 5% and Item sales tax group as ALL

System will look into the common sales tax code which belongs to both Sales tax group and Item sales tax group and will calculate the tax codes automatically

Click on the sales tax button and we can see the sales tax code details.

Thanks, Kaushik

This post is my own opinion and does not necessarily reflect the opinion or view of my company or Microsoft.

P.S:- Please mark the answer as verified if it helps you in resolving the issue.

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