339
Hi All
We had 5 % VATtill May 2020 .
Starting June we have 15 % VAT .
For sales order with Delivery Remainder after June we have 15 % VAT .
This sales order has invoice with 5 % VAT as Well as 15 % VAT .
For the one with 15 % VAT we have return .
When we make credit note the VAT amount is not appearing .
Kindly suggest
Hi Mohamed,
Good to hear that the from date value change helped.
I can also understand the issue with the audit that you mentioned.
Yet, at the moment, AX does not cover those scenarios fully especially when it comes to returns after sales tax changes. Also partial returns and corrections don't go fully right if you don't tweak your system as you did it with the data value change.
We currently have a request for MS open on the ideas site to get this gap in the system fixed.
Would be great if you could also vote for it.
Until this is fixed by MS you have to apply the workaround with the date.
Best regards,
Ludwig
Hi Ludwig
I changed the starting date to Jan 2020, VAT calculated .
Could you please guide me how to take it ahead . ?
As we have Audit team they will be questioning on it ,.
one more thing is that we have selected the invoice number with 15 % to make return order . ?
From your 1st question, this is what i understand:
5% VAT till May
15% VAT starting June
On Sales order, there is some remaining Qty. that you want to return back on 15%. Now if your order date is before June then i suggest you to keep your start date from May or June 1st 2020 for 15% local tax. Why did you set it up from July?
Did you tried creating a new return order as well for same customer just to check the impact? There could be something wrong with your initial order.
OK.
Have you tried setting the from date in the sales tax code/rate field e.g. to May or June?
Does that fix the issue?
Best regards,
Ludwig
Hi Ludwig ,
We did create new sales tax ,
But for items sales tax we included both local 15 and local 5 in one STD Local .
The issue is happening for sales return which has sales invoice before July with 5 percent and after July with 15 percent .
For returns sales with only 15 percent sales tax In sales invoice list ,is working fine .
Hi Mohamed,
So you created a brand new sales tax code for the 15% rate, right?
Have you tried changing the from date that has been entered in the rate.
The from date cannot be read clearly from your screenprint but I wonder what would happen if you change this from date value?
The code is new and has not been used before.
So, can you test what happens if you put - let's say - 1st January 2020 in the from date?
Best regards,
Ludwig
Hello Mohamed,
How did you enter the new 15% rate?
Can you share a screenprint that illustrates how this was setup?
Many thanks,
Ludwig
Hi Mohamed Shuhaib,
Before invoicing the SO credit note line, Can you check the following:
1. Sales Order screen >> Sell >> Tax section (Is it showing your Sales Tax code in the Grid)
2. Sales order >> Line Details >> Double check Item Sales Tax Group & Sales Tax Group are selected
2. Can you make sure you Sales Tax code >> Values section >> From and To dates are correctly defined for 15 % VAT
Hi Ludwig
Credit note created from sales order lines By selecting the already posted invoice
When created a new sales line is created with the return quantity (in minus )
When we check the sales tax for this line the value is showing zero .
Both sales tax group and item tax group are selected for 15 percent
The sales return is not posted yet .
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