(MEX) Generate the tax summary report
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 a monthly summary of realized and unrealized VAT, purchases, and sales transactions, and calculate the taxes to be paid for the month.
Click General ledger > Reports > Mexican tax reports > Summary tax.
In the From date field, select or enter the starting date to report the ledger transactions based on the posting date.
In the To date field, select or enter the ending date to report the ledger transactions based on the posting date.
In the From category tax report field, select the starting tax report category.
In the To category tax report field, select the ending tax report category.
Click OK to generate the tax summary report.