Sales tax not calculating when 'Account Type = Customer' through GL Journal

(0) Share

Report

Posted on by Kartik Kurup

435

Hello AXperts,

Calculation of sales tax is not working when I try to post a GL Journal with Account Type = Customer. But it works when Account Type = Ledger. I've reviewed the setup for the Sales tax codes thoroughly and there doesn't seem to be anything missing (I know this because the amount is being calculated properly when the account type = ledger).

When account type = Customer, with a debit of $1000, I expect to see $50 in the 'Calculated sales tax amount: " field at the bottom of the GL journal. I don't see that. My sales tax group and Item sales tax group are both populated and setup correctly.

Before I jump to the conclusion that this is a Microsoft bug, I wanted to know if anyone else has had this issues before and if so, how did they resolve it?

Any help is much appreciated.

Thanks,

Kartik

*This post is locked for comments

I have the same question (0)

All responses (6)

Answers (0)

Sort by

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hello Kartik,

Except for the account type customer, does the sales tax calculation work for all other account types (vendor, fixed asset, projects, etc)?

Have you tested whether the sales tax calculation doesn't work for all customer accounts or is only one single customer affected?

Ludwig

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi Kartik,

Look at this almost similar thread and see if it will assist:

community.dynamics.com/.../148035

Was this reply helpful? Yes No
Kartik Kurup 435 on at

Like (0)

Report
Copy link

Link copied!

Hi Ludwig,

I tried with 'Account type = Vendor' and it doesn't work for vendor either. I tried assigning a different customer(s), and it still did not calculate taxes. At this point, I will safely say that the taxes are not being calculated for ALL/ANY customers.

I did not try with Fixed assets, Projects, or Bank as they are not in scope and we don't really have any data to play with.

Thanks,

Kartik

Was this reply helpful? Yes No
Ludwig Reinhard Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

Hi Kartik,

It seems that there is something wrong with your sales tax setup. I would recommend that you contact a local expert and try to verify and fix this setup. All the best,

Ludwig

Was this reply helpful? Yes No
Kartik Kurup 435 on at

Like (0)

Report
Copy link

Link copied!

Hi Robert,

I saw that link before posting my question and it doesn't resolve the problem I'm facing.

Thanks,

Kartik

Was this reply helpful? Yes No
Suggested answer

Brandon Wiese 17,790 on at

Like (1)

Report
Copy link

Link copied!

You didn't specify whether you are using single line vouchers or multiple line vouchers. I've seen what you are describing in the case of multiple line vouchers. Take for example the first line is type Customer and you have one or more additional lines of type Ledger to offset the invoice amount. In that case the Customer line in your journal should have a Sales tax group, and each of the Ledger offset lines should have an Item sales tax group. The Item sales tax group will have no effect on the Customer line in my example. If you're using single line vouchers, let us know and we can continue to explore.

Was this reply helpful? Yes No