Sales Tax by Delivery Address

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Posted on by mikefern

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Hi all,

We need to begin charging sales tax by delivery address. We have created sales tax groups with correct destinations. I also found in "terms of delivery" the option to select "Delivery" as the taxable address. However, if I run a test choosing a customer with these terms of delivery, it does not charge sales tax.

However can I configure AX to charge tax automatically based on delivery address?

Any help is appreciated.

Thanks!

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Ludwig Reinhard Microsoft Employee on at

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Hi mikefern,

If you open the customer adress section and select 'more options-advanced, you should be able to identify a sales tax group field that you can use for linking a specific sales tax combination to this address. You then have to make sure that this address is linked to the 'delivery' purpose so that AX can identify the sales tax to apply correctly.

Best regards,

Ludwig

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Community Member on at

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Hey Ludwig,

Do you know if these delivery address sales tax groups are importable through data management?

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Community Member on at

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This doesn't seem to work for Vendor Purchase Orders.

I need the tax to be calculated based on the delivery address of the warehouse. Any ideas?

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Chris Ho Yee 40 User Group Leader on at

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Hi Antman123,

You can get it to default by configuring an appropriate Sales tax group to the receiving Site. Go to Advanced options and you can assign one there. However, you will also need to consider if there is an override of this based on the Sales Tax address designated on the Delivery Terms/Terms of Delivery configuration (This points to the Sales Tax Group on the specified address type designated).

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rstephen 134 on at

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Dit you figure out this? I am having the same issue.

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Laurens Meulendijks 25 on at

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Hi,

Standard data entity 'Party postal address sales tax group V2' can be used to update the Sales tax group on address records.

Regards,

Laurens

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James-Mc 201 on at

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Hi Christopher, going back some time, but I am trying to achieve this but it continues to default to the sales tax group on the customer, can you explain what may be causing the issue?

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Chris Ho Yee 40 User Group Leader on at

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Hi James,

Will be difficult to say without knowing what has been configured. You can email me at choyee@shaw.ca if you want to discuss.

Cheers,

Chris

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George R 5 on at

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Hello,

Fill the LEGALENTITY column with the legal entity you want to import !!

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