AX 2012 AR sales tax not applying to invoice

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Posted on by oysteindg

I have a problem with the sales tax when invoicing:

When I invoice a sales order, the sales tax is NOT included on the invoice, even when the sales tax group and codes are setup to work correctly.

I don't even get any error when posting the invoice, and that seems odd.

Any suggestions on what could be wrong? Have I missed something on setup?

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Community Member on at

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Hi

Have you checked

1) Sales Tax group and Item sales tax group is properly set up

2) Is atleast one common sales tax code set up for Sales Tax group and Item Sales Tax Group

3) Tax rates are defined for that sales tax code

4) Basis of tax is defined for that sales tax code.

If these set ups are done properly then sales tax will be calculated , let me know if you have any more queries

Regards

Prasad

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oysteindg on at

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Hi Prasad, and thank you for the fast reply!

I have checked (and double checked) the steps you mentioned, but still no luck! I think it is strange, since the setup of the sales tax is identical in another Legal Entity, and there it works fine!

Can it be something with the setup of the customer perhaps?

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Daxer Persson 3,005 on at

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Start looking at the sales lines. Both Sales tax fields for customer and item should be populated (tap Setup on the line) and yes, have some common tax code that will calculate a value.

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oysteindg on at

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Hi Daxer Persson.

Both Sales tax group and Item sales tax group is populated on the sales line of the SO, but yet the sales tax is not calculated for the invoice.

When I view the "Posted sales tax" on the Invoice journal, both Sales tax group and Item sales tax group is empty!

It seems that the sales tax is not added to the invoice when the invoice is created.

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André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

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Hi,

Is this just one occasion or do all orders have this problem? Probably the Sales tax groups are filled after the invoice was posted? If you click on the Totals and/or Sales Tax button on the Sales order form, what information is presented?

Please provide some information how you reproduce this error.

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Daxer Persson 3,005 on at

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Can you identify one or more common sales tax code from these two groups ? If yes, have a look at the setup of this/these code(-s).

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Daxer Persson 3,005 on at

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oh - I now read that the two groups on the journal lines are empty. Then yes, meaning from system point of view no groups were available at time of invoice update (at least if AX working correctly) and therefore no tax shall be calculated. And yes, can be that the two fields on sales line were populated after sales order was invoice updated (can be restricted by parameter).

(NB: I think Totals values are only calculated on open remaining data on the sales order).

Can you reproduce issue.

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Chandu Naresh 982 on at

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Which localization did you apply for this company? for countries such as India there are additional setups for sales tax

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oysteindg on at

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Andrè: The Sales tax button shows that zero sales tax is added to the order. The Sales tax groups are setup previous to the sales order was created.

Daxer Persson: The strange thin is that the error seems to be related to a specific customer. When I create a SO with the exact same items on a different customer, the Sales tax behaves correctly. Is there any cstomer related setup that interfers with the sales tax? Exept the "Sales tax group"? The Sales tax group is setup identically on the two customers.

Chandu: The country is Norway, so no additional setup should be required.

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Daxer Persson 3,005 on at

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There is some sales tax on 'delivery addresses' and if I remember correctly delivery modes ?

These could be different on your customers ?

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