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Set up and use a sales tax group

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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

  1. Create sales tax codes in the Sales tax codes form. For more information, see Set up and use sales tax codes.

  2. Click General ledger > Setup > Sales tax > Sales tax groups.

  3. Click New to create a line for a new sales tax group, and enter a unique code for the sales tax group in the Sales tax group field. You can also enter a name for the sales tax group in the Description field.

  4. View or change the default values in the following fields:

    • Sales tax group setup

    • Rounding by

    • Print

  5. On the Setup tab, add the sales tax codes that apply to the selected sales tax group.

    Note

    If the company operates in the United States, you can also add sales tax jurisdictions that contain sales tax codes to the sales tax group. For more information, see Set up sales tax groups for jurisdictions.

    The description and the percentage or amount of the sales tax code are entered automatically.

  6. If the sales tax code on the sales tax group is used for tax exemption, intra-community VAT, or use tax, select the appropriate check boxes. Select a value in the Exempt code field, if appropriate. For more information, see Sales tax groups (form).

  7. On the Invoice and delivery tab of the Customers form, select a sales tax group for each customer. This is the default sales tax group for transactions that involve the customer. You can change this value on individual transactions.

  8. On the Invoice and delivery tab of the Vendors form, select a sales tax group for each vendor. This is the default sales tax group for transactions that involve the vendor. You can change this value on individual transactions.

  9. On the Setup tab of the Main accounts - chart of accounts: %1 form, select a default sales tax group for each ledger account to which purchases or sales that do not include a customer or vendor are posted. An example might be a ledger account for office equipment.

    You must select Legal entities in the Select the level of main account to display field and select a legal entity to view the sales tax information.

Note

For reporting purposes in some countries/regions, you might have to create a sales tax group that contains a single sales tax code with a sales tax percentage or amount of zero. This sales tax group is applied to customers who are exempt from sales taxes and to ledger accounts to which sales taxes do not apply, such as bank accounts.