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Microsoft Dynamics NAV (Archived)

Tax on PO - NAV 2015

Posted on by Microsoft Employee

Hi, have a question on setting up PO.

I defined all posting groups and linked to vendors and items in NAV. However, after the PO created, the print preview could not show the tax amount. If you looked at "outstanding PO $", the price included the tax amount and looks correct.

What should I do to make the tax $ shows on PO? Through vendor settings? Or my posting groups setting has problem?

Appreciated any help!

Grace

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Tax on PO - NAV 2015

    Thanks Rob. I double checked according to your suggestion and corrected one setting. Now PO is fine! Tax shows up there.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Tax on PO - NAV 2015

    Hi Grace,

    Double-check that the Tax Liable and Tax Area Code fields are filled in on the PO header, which will then copy to the PO lines.  Note that for an existing PO, if these header fields are blank and you fill them in, you will also need to fill in the same fields on existing PO lines (new lines will automatically copy those field values from the header fields).  Also the PO lines need the Tax Group Code filled in.  Assuming all your setup is correct then the taxes should calculate properly (confirm by viewing Statistics) and the out-of-the-box printed PO will show the breakdown.

    Regards,

    Rob

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Tax on PO - NAV 2015

    I think it is the setting problem. So the "tax posting setup" must be done which I did. The tax which PO calculated on actually from the tax posting setup, but only if you define the tax calculation as Normal VAT. I set up sales tax groups, jurisdictions, areas and details and created a tax posting group with tax calculation type "sales tax". But with using this tax posting for an item, the PO won't calculate tax accordingly, just the cost. What can I do to make the GST/PST show on PO?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Tax on PO - NAV 2015

    I did not set up tax posting groups since we have no VAT here in Canada. I just set up sales tax. I can see the tax in vendor statistics, the total outstanding included tax. But no tax number on PO when you print PO out. I am thinking my setting may have some problem, but could not figure it out now.

  • mmv Profile Picture
    mmv 11,465 on at
    RE: Tax on PO - NAV 2015

    Hi,

    Which localization you are using?

    Are you able to view the Tax in the Statistics?

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