(MEX) Set up tax report category

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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 generate sales tax and purchase tax reports to prepare, verify, and reconcile VAT and income tax declarations. To generate the reports that comply with the current tax ID configuration structure, you must set up report category codes.

Set up a tax report category code

  1. Click General ledger > Setup > Sales tax > Tax category codes.

  2. Press CTRL+N to create a new tax report category code in the right pane.

  3. In the Tax report category code field, enter a code to identify the tax report category.

  4. In the Tax report category description field, enter the name applied to the tax report category.

  5. Close the form to save your changes.

Assign a tax report category to a sales tax code

  1. Click General ledger > Reports > Base data > Sales tax codes.

  2. Press CTRL+N to create a new sales tax code or select an existing sales tax code. For more information, see Sales tax codes (form) and Set up and use sales tax codes.

  3. Click the Report setup tab.

  4. In the Tax category report field, select a tax report category for the sales tax code.

  5. Close the form to save your changes.