Navigating the form

Overview tab

View a list of sales tax transactions.

General tab

View additional information about a sales tax transaction.

Posting

View ledger postings and references for a sales tax transaction.

Amount

View the amounts for a sales tax transaction in several currencies.

History

View the reversal history for a sales tax transaction.

Voucher

Opens the Voucher transactionsform, where you can view related ledger transactions.

Voucher

The voucher number from the original posted transaction. This is usually generated automatically from a number sequence.

Date

The date that the transaction was posted. This date determines the settlement period of tax transactions and the date that the accrual of interest, if any, begins.

Source

The source of the sales tax transaction. This is set automatically at posting.

Sales tax code

The sales tax code of the posted transaction.

Sales tax direction

The direction of the sales tax transaction – payable or receivable – or the reason for the transaction, such as use tax, tax-free sales or purchase, or tax transaction.

Voucher currency

The currency code used for the voucher journal.

Amount origin

The base amount for the tax calculation in the original currency for the transaction. This is specified in Voucher currency.

Sales tax amount

The sales tax amount in the original currency for the transaction. If the currency code in the Voucher currencyfield is not the default code, the amount is converted to the default currency before sales taxes are paid.

Corrected amount in currency

The adjusted sales tax amount in the original currency for the transaction. If the currency code in the Voucher currencyfield is not the default code, the amount is converted to the default currency before sales taxes are paid.

Sales tax charge

The sales tax to include in the cost price.

Source

The source of the sales tax transaction. This is entered automatically at posting.

Lot ID

The identification of the item lot.

Journal number

The journal number for the transaction.

Sales tax code

The sales tax code for the transaction.

Origin

The origin of the selected tax transaction:

• Sales tax, such as sales tax on purchase orders, sales orders, or journals.

• Sales tax payment, such as the settlement of sales tax.

• Cash discount, for example, from use of cash discount with a corresponding correction of sales taxes.

• Offset sales tax, such as the offset of a sales tax transaction.

• Transfer, such as an amount that is moved from one account to another to adjust a previous transaction.

• Payment, such as a settlement.

Exempt

If the check box is selected, sales taxes are not calculated or paid on the transaction. The transaction is listed as a sales tax transaction because the sales tax authorities might request a report about the origin and tax base of this type of transaction.

Auto

If the check box is selected, the sales tax transaction is an automatic sales tax transaction that is calculated by Microsoft Dynamics AX. If the check box is cleared, the sales tax transaction is posted manually.

Triangulation

If the check box is selected, the sales tax transaction is included in an exchange rate triangulation. This field is available only if your company configuration includes the Euro configuration key.

Intra-community VAT

If the check box is selected, intracompany VAT taxes are calculated for the journal. This field is available only if your company configuration includes the Spain configuration key.

Period

The sales tax settlement period that is posted on the selected sales tax transaction.

Version

The settlement version number that is posted on the selected sales tax transaction. A version number is created each time you calculate sales tax payments in the Sales tax payment form.

Sales tax group

The sales tax group that is posted on the selected sales tax transaction.

Item sales tax group

The item sales tax group that is posted on the selected sales tax transaction.

Exempt code

The code for justification of sales tax exemption that can be printed, for example, on invoices.

Print code

The code that identifies the sales tax code on printed invoices.

The sales tax code identifier is an alphanumeric string that may include special characters.

Value

The percentage or amount per unit.

Print

Select which details to display:

• Sales tax codes

• Sales tax groups

• No details

Ledger account

The ledger account that the selected sales tax transaction is posted to, usually as part of a summary transaction that is posted for the entire voucher. The account is determined by the setup of the ledger posting group of the sales tax code at the time of posting.

Offset account

The ledger account that the payable use tax amount is posted to for the selected sales transaction. For more information about payable use tax, refer to the Account group - Ledger posting group (form).

Sales tax expense account

The ledger account that use tax as an expense has been posted to. This is the account that was specified for the Use tax expensefield for the ledger posting group of the sales tax code of the transaction.

Investment tax account

The ledger account for investment tax.

Profit & Loss account

The ledger account that the posted sales tax transaction is posted to at settlement.

Ledger/Sales tax reference

The reference number for the ledger transaction.

Sales tax book

The sales tax book that is posted on the sales tax transaction, if any. The sales tax books are created in the Italian sales tax books form.

Sales tax book section

The tax book section that is posted on the sales tax transaction. The sales tax book sections are created in the Italian sales tax book sections form.

Quantity

The quantity of units that the posted sales tax transaction is calculated on. For example, packaging duty could be a sales tax that is calculated on the basis of quantity.

Origin

The amount in the default currency (company currency) of the tax base. If the tax base was originally posted in a different currency, the amount in this field is converted using the appropriate exchange rate in the Exchange rates form.

Sales tax amount

The sales tax in the default currency. If necessary, the amount is converted using the exchange rates in the Exchange rates form.

Sales tax charge

The sales tax amount that is a use tax and is posted as an expense in the default currency. Use taxes are typically sales taxes that cannot be refunded and are added to the company's expenses. If necessary, the amount is converted using the exchange rates in Exchange rates form.

Investment tax in default currency

The investment tax amount in the default currency. If necessary, the amount is converted using the exchange rates in Exchange rates form.

Sales tax - currency

The currency code of the sales tax code that is posted on the sales tax transaction. The sales tax code is defined in the Sales tax codes form.

Amount origin

The amount of the tax base in the sales tax code currency. If the sales tax code currency is not the default currency code, the amount is converted before the taxes are paid.

Sales tax amount

The amount of the sales tax in the sales tax code currency. If the sales tax code currency is not the default currency code, the amount is converted before the taxes are paid.

Sales tax charge currency

The sales tax amount that is a use tax and is posted as an expense in the sales tax code currency. Use taxes are typically sales taxes that cannot be refunded and are added to the company's expenses.

Investment tax - Currency

The investment tax amount in the sales tax code currency. If the sales tax code currency is not the default currency code, the amount is converted before the taxes are paid.

Voucher currency

The currency of the original transaction. If the transaction involves an invoice, the invoicing currency is displayed.

Adjusted sales tax charge

The sales tax amount that is a use tax, is manually adjusted during entry, and is posted as an expense. Use taxes are typically sales taxes that cannot be refunded and are added to the company's expenses.

Sales tax charge

The sales tax amount that is a use tax and is posted as an expense in the original voucher currency. Use taxes are typically sales taxes that cannot be refunded and are added to the company's expenses.

Corrected investment tax

The investment tax in the original voucher currency. If the currency code is not the default currency code, the amount is converted before the taxes are paid.

Corrected investment tax

The investment tax amount after correction. If the currency code is not the default currency code, the amount is converted before the taxes are paid.

Adjusted amount origin

The adjusted tax base amount in the original voucher currency.

Reversed

The check box is selected if the transaction has been reversed.

Trace number

The number that tracks the reversal transaction.