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Revise the sales tax amount on a transaction before posting

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can change the calculated sales taxes for a journal line, purchase order line, vendor invoice line, sales order line, customer invoice line, or free text invoice line.

  1. Open the Temporary sales tax transactions form. For more information, see Temporary sales tax transactions (form).

  2. You can make two kinds of revisions:

    • On the Adjustment tab for a selected sales tax code line, enter a correction of the sales tax amount in the Actual sales tax amount field.

      This amount appears in the Total actual sales tax amount field at the top of the form, or is added to the adjustment amounts of other sale tax code lines.

    • If the transaction has several sales tax code lines, you can enter an adjustment amount in the Total actual sales tax amount field.

      This amount is then distributed among the sales tax code lines that are shown in the Sales tax transactions form.

    • If the sales tax code line contains a sales tax charge that has to be adjusted, enter an adjusted sales tax amount in the Actual sales tax amount field. The corresponding sales tax charge amount is automatically adjusted in the Actual sales tax charge field on the Adjustment tab.

      You can see the original sales tax charge for the sales tax code line in the Calculated sales tax charge field. Sales tax charges are set up for sales tax codes in the Pct. exempt from sales tax field in the Values form. (Click General ledger > Setup > Sales tax > Sales tax codes. Select a sales tax code and click Values).

  3. Close the form by following these steps:

    • Click Apply to save the changes or click Reset actuals to calculated to cancel the changes.

    • Press ESC to close the form.

See also

Temporary sales tax transactions (form)

Resolve sales tax differences between purchase orders and invoices