Temporary sales tax transactions (form)

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

Click Sales and marketing > Common > Sales orders > All sales orders. Select a sales order. On the Action Pane, on the Sell tab, click Sales tax.

–or–

Click Accounts payable > Common > Purchase orders > All purchase orders. Select a purchase order. On the Action Pane, on the Purchase tab, click Sales tax.

–or–

Click Accounts payable > Common > Vendor invoices > Open vendor invoices. Select a vendor invoice. On the Action Pane, click Invoice > Vendor invoice. Select an invoice account. On the Action Pane, on the Financials tab, click Sales tax.

–or–

Click Accounts receivable > Common > Free text invoices > All free text invoices. Select a free text invoice that has not been posted. On the Action Pane, in the Details group, click Sales tax.

Use this form to view and modify the expected sales tax transactions that have been calculated for the selected journal line, sales order, customer invoice, purchase order, vendor invoice, free text invoice, or project invoice.

The name of this form is Sales tax transactions when you open the form from a source document that has journal lines that are not journalized.

Navigating the form

The following tables provide descriptions for the controls in this form.

Note

The controls that appear in this form may vary depending on how the form was opened.

Tabs

Tab	Description
Overview	View the expected sales tax transactions per sales tax code for the selected journal line or source document.
General	View more details about the sales tax transaction that is selected on the Overview tab, such as the currency, amount, and adjustments.
Adjustment	Enter the actual sales tax amount and amount origin in the Actual sales tax amount and Adjusted amount origin fields for the selected sales tax code. To save the changes, click Apply. To cancel the changes, click Reset actuals to calculated.

Buttons

Button	Description
Distribute amounts	View distributions for the transaction amounts from source documents.
Apply	Update the amounts in the Actual sales tax amount field and the Adjusted amount origin field, if you made changes to those field values.
Reset actuals to calculated	Reset the amounts in the Actual sales tax amount field and the Adjusted amount origin field, if you made changes to those field values.

Fields

Field	Description
Total calculated sales tax amount	The total calculated sales tax amount for the transaction.
Total actual sales tax amount	The total actual sales tax amount for the transaction.
Ignore calculated sales tax	If this check box is selected, the value in the Actual sales tax amount field is not based on the value in the Calculated sales tax amount field. Instead, the actual sales tax amount is from the invoice that is created by an electronic service, or from the amount that you enter in the Actual sales tax amount field. This applies only to sales tax codes that have Sales tax receivable selected in the Sales tax direction field in the Sales tax codes form. This check box is automatically selected if the Ignore calculated sales tax check box is selected in the Vendor invoice form. To clear this check box, click Reset actuals to calculated on the Adjustment tab. Note This check box is available only for vendor invoices and only if the Ignore calculated sales tax check box is selected in the Vendor invoice form and the Keep sales tax adjustments for PO invoices check box is selected in the Accounts payable parameters form.
Sales tax code	The sales tax code for the transaction.
Quantity	The quantity that the calculation of the sales tax is based on.
Amount origin	The amount that the sales tax is calculated for, in either the transaction currency or the accounting currency.
Adjusted amount origin	The adjusted amount origin, in either the transaction currency or the accounting currency.
Percent	The percentage or amount per unit for the transaction.
Calculated sales tax amount	The calculated sales tax amount, in the transaction currency.
Actual sales tax amount	The actual or updated sales tax amount for the journal line, in either the transaction currency or the accounting currency.
Override calculated sales tax	If this check box is selected, the actual sales tax is used instead of the calculated sales tax amount.
Sales tax direction	The direction of the sales tax transaction, or the reason for the transaction, such as use tax, tax-free sales or purchase, or tax transaction.
Exempt	Indicates whether this sales tax code is tax exempt.
Description	The description of the transaction.
Origin	The origin of the transaction.
Exempt code	The sales tax exemption code.
Currency	The currency code, in either the transaction currency or the accounting currency.
Calculated sales tax charge	The sales tax amount to include in the cost price, based on the calculated sales, in either the transaction currency or the accounting currency.
Actual sales tax charge	The sales tax amount to include in the cost price, based on the actual sales, in either the transaction currency or the accounting currency.
Project ID	The project identification for the transaction.
Activity number	The activity number for the project for the transaction.
Category	The category description for the transaction.
Item number	The item number for the transaction.
Line property	The line property information for the transaction.
Warning	If an exclamation point is displayed, a situation that is related to the sales tax code will prevent a vendor invoice from being posted. These situations include the following: The sales tax code is not derived from the intersection of the sales tax groups for the invoice. To resolve this situation, delete the sales tax code or select a different sales tax group. The sales tax code is derived from the intersection of the sales tax groups for the invoice and the criteria in the following list are met. The Ignore calculated sales tax check box is selected in the Vendor invoice form. The sales tax direction is Sales tax receivable in the Sales tax codes form. An actual sales tax amount has not been entered on the Adjustment tab. To resolve this situation, select the Override calculated sales tax check box or click Reset actuals to calculated. Note This field is available on the Adjustment tab, only for vendor invoices, and only if the Keep sales tax adjustments for PO invoices check box is selected in the Accounts payable parameters form.
Derived	If a check mark is displayed, the tax code is included in both the sales tax group and the item sales tax group for the invoice. Note This field is available only for vendor invoices and only if the Keep sales tax adjustments for PO invoices check box is selected in the Accounts payable parameters form.

See also

Revise the sales tax amount on a transaction before posting

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).