Sales tax specification by ledger transaction report (TaxSpecPerLedgerTrans)
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
Use this report to show and print information about ledger transactions for which sales tax is calculated.
For each main account, the ledger transactions with calculated sales tax amounts are listed chronologically.
For each transaction, the voucher number, transaction text, transaction amount (debit or credit), sales tax code, and sales tax amount, including sales tax direction, are listed.
Transaction amounts and sales tax amounts are summed for each main account.
Starting with cumulative update 7 for Microsoft Dynamics AX 2012 R2, this report includes options that let you sort the report by sales tax code or ledger account, include subtotals by sales tax code, and print only totals or both totals and details.
Important
- If you use the Select button (Journal number, Voucher) to generate your report query, the accounts that have references to sales tax are pulled into the report and Sales tax accounts are skipped.
- If you don't use the Select button (Journal number, Voucher) to generate your report query, all accounts are pulled into the report, including the sales tax accounts.
How to filter the data on this report
When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.
Field |
Description |
|---|---|
Main accounts only |
Select this check box to print only main accounts on the report. |
How to work with reports
The following topics explain how to print a report and how to filter and sort the data on a report.
Details of this report
The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.
Detail |
Description |
|---|---|
Name of report in the AOT |
TaxSpecPerLedgerTrans |
Location of report in the AOT |
\SSRS Reports\Reports\TaxSpecPerLedgerTrans |
Menu item of the report |
TaxSpecPerLedgerTrans |
Navigation to the report |
Click General ledger > Reports > Transactions > Groupings > Sales tax specification by ledger transaction. |
Where the data in this report comes from
The data on this report comes from the following sources:
- TaxSpecPerLedgerTransTmp table
Note
To learn where the data in the temp tables comes from, view the cross-references for the TaxSpecPerLedgerTransDP.processReport class.
If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.
Open the AOT.
Locate the report in the SSRS Reports\Reports node.
Right-click the report and click Add-Ins > Cross-reference > Using (instant view).