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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Calculate sales tax up...
Microsoft Dynamics AX (Archived)

Calculate sales tax upon customer payment

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Posted on by Dexin 452

Hi,

I would like to ask, is there a solution for me to calculate the sales tax upon customer make payment instead of invoice

i have a below scenario, wonder what is the solution for it

I want issue a Tax Invoice to a customer 1000 @ 10% but i want to sales tax to be posted upon customer payment payment

example 1/6/18 i issued a invoice to customer is 1100.00 but customer make the payment on 1/9/18

I am expected when i do a sales tax settlement on 30/6/18 system will not post any output tax but when customer payment the payment on 1/9/18 i am expected the sales tax to be accounted 10% upon customer make payment.

Any solution for that?

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

    Hello Dexin,

    Dynamics has a functionality to calculate a conditional sales tax when payments are made.

    This can be setup in the sales tax code section where you have to select a sales tax payment code that is used when payments are recorded.

    In addition, there is a standard functionality available that allows you recording deferred sales tax with the SO packing slip.

    I am not sure whether those features help because I am not absolutely sure where and how your tax invoice is created.

    - Does the tax invoice explicitly show a sales tax percentage and a sales tax amount on the invoice document or does it only show the total amount of $1100?

    - If the invoice shows the sales tax explicitly, don't you have to record and pay the tax immediately to your tax office?

    - For which country are you setting up this? Is this a EU sales tax / VAT issue? Is it allowed to postpone the calculation and posting of the sales tax in your country environment?

    Would be great if you could provide some additional information on my questions.

    Many thanks and best regards,

    Ludwig

  • Dexin Profile Picture
    Dexin 452 on at

    Hi Ludwig,

    I am testing the standard SST function in MYS.

    I have tested the conditional sales tax function that you have mentioned but feel like not really working

    I testing the scenario below

    on 1/9/18 i issue a tax invoice with 10% SST

    I am getting the below result with posted the sales invoice

    Debit AR 1,100

    Credit sales       1,000

    Sale Tax                100

    on the 3/9/18 when customer make payment i am getting the below posting

    Debit Bank 1,100

    Credit AR    1.100

    Debit Sales Tax 100

    Credit Sales Tax 100

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Dexin,

    Do you need the sales tax of $100 posted at the time you post the sales invoice?

    Wouldn't it be sufficient to post

    DR: AR 1100

    CR: Credit Sales 1100

    Best regards,

    Ludwig

  • Dexin Profile Picture
    Dexin 452 on at

    Hi Ludwig,

    Your proposal below doesn't work, cause the sales amount is 1,000 not 1,100.

    DR: AR 1100

    CR: Credit Sales 1100

    Actually my expectation is below:

    I need to issue a Invoice to customer at 1100 (Sales 1000 + 10%SST)

    But the sales tax is calculated upon customer make payment.

    I am expecting when i perform the sales tax payment update, the sales tax is posted upon customer make payment.

  • Verified answer
    Dexin Profile Picture
    Dexin 452 on at

    Hi Ludwig,

    I manage to solve the problem by setting up 2 different settlement period

    docs.microsoft.com/.../set-up-conditional-sales-taxes

    Thank you

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

    Hello James,

    I can basically get the same result that you shared but I am still not absolutely clear what you expect from AX.

    You mentioned that the sales tax is calculated upon customer make the payment.

    If this is the case, how do you want to have the 10% sales tax calculated and printed on your invoice if the calculation should occur much later at the time of making the payment?

    Would be great if you could clarify.

    Many thanks and best regards,

    Ludwig

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Just forget my last message, I was slow when writing my answer, which was probably good :-)

    Seems that you already found the solution!

    Would be great if you could share some details of your solution in case other community members experience the same.

    Many thanks and best regards,

    Ludwig

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