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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Sales Tax Calculation
Microsoft Dynamics AX (Archived)

Sales Tax Calculation

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Posted on by DAX_369 105

Hello everyone

I am struggling to get sales tax calculated on my GL journal and hope someone can clarify what the issue is here. 

I am creating a GL journal by debiting an expense ac and using a vendor account as offset. The sales tax group is linked to the vendor and item sales tax group is linked to the main account.

When I enter the main account, as expected the item tax group field on the journal gets populated but as soon as I enter the vendor account as offset, the item tax group gets deleted and the sales tax group gets populated and hence the tax is not calculated.

See pics attached.0576.pic1.png0285.pic2.png

Any pointers as to what I am doing wrong?


Regards

DAX_369

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi DAX_369,

    Have you tried recording the Transaction vice versa?

    That is, enter you vendor on the left and your expense account on the right?

    Best regards,

    Ludwig

  • DAX_369 Profile Picture
    DAX_369 105 on at

    Hi Ludwig

    Thanks for your quick response as usual.

    I had already tried that but with no luck.

    Not sure what is going wrong.

    Regards

    DAX_369

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi DAX_369,

    I double checked that and don't think that it will work this way in a GL journal.

    What you can do is setting up a default item sales tax group in the GL parameters.

    The setups that you made at the main account level are not automatically inherited.

    Best regards,

    Ludwig

  • DAX_369 Profile Picture
    DAX_369 105 on at

    Hi Ludwig

    I tried that too and it did not work! Tried that in my Company and also in USMF and did not find any success.

    Did you try and did it work for you Ludwig?

    Regards

    DAX_369

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi DAX_369,

    What exact system version do you operate?

    If you give me that Version number, I will try to compare the behavior on my demo machine.

    Best regards,

    Ludwig

  • DAX_369 Profile Picture
    DAX_369 105 on at

    Hi

    I am using the R3 version of AX.

    Thanks for your help.

    Best wishes

    DAX_369

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi DAX_369,

    I checked that and found the following. Please try to replicate this

    - Enter the account type vendor and select a vendor account in the left-hand side of your Journal

    - Enter a credit amount

    - Enter an invoice number in the invoice tab

    - Enter your ledger account that has the item sales tax group Setup as Default value in the COA.

    The 'trick' is entering the invoice number.

    Best regards,

    Ludwig

  • DAX_369 Profile Picture
    DAX_369 105 on at

    Hi Ludwig

    That worked a treat.

    How did you figure it out?

    Thanks a ton.

    Best wishes

    DAX_369

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    :-) Tested it in an AP invoice journal first where things worked as expected

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