Use this form to:

  • Connect each sales tax book section to a sales tax book in the field.

  • Connect each sales tax book section to the particular purchase or sales transaction type in the field.

  • Activate the control of sales tax calculation, which is mandatory for sales and purchase.

  • Activate the special number sequence controls for purchase or sales transactions.

Connecting a sales tax book section to a sales tax book

You can create sales tax book sections manually for each purchase or sales transaction type, or you can automatically create them by clicking the button. If you have set up several number sequences for purchase vouchers, sales vouchers, or credit not vouchers, you must create one sales tax book section for each of the existing number sequences. The voucher number of each voucher number sequence will be attached to the sales tax book section in the field.

When you automatically create a sales tax book section, a default sales tax book will be attached to each sales tax book section according to the selection in the drop-down list. If several sales tax books exist with the same type, the first sales tax book will be used as default, although you can change this setup. The and the fields will both be automatically filled in with the identification and the name of the number sequence code in the form. You can change the name of the sales tax book section.

An error message is displayed and posting is interrupted, if a sales transaction is not assigned to any sales tax book section when you update a sales invoice.

In order for the voucher to follow the number sequence of the invoice or credit note, you must select the check box when you set up the number sequences for those invoices and credit notes. For example, in the form ( > ) on the tab, the reference for must be selected in the check box to synchronize the number allocation for the and fields.

The sales tax book sections are visible in the:

If a number sequence groupexists for the reference, the sales tax book section field is also visible in the form.

Assigning a sales tax book to the sales tax book section is mandatory to ensure that all sales transactions or purchase transactions will be included into the sales tax book report. Each of the sales tax books is either of the type , , or .

  • If a sales tax book of the type is selected, you can only select purchase number sequences in the field.

  • If a sales tax book of the type is selected, you can only select sales number sequences in the field.

  • If a sales tax book of the type is selected, you can select any , or number sequence that has not already been selected for a different sales tax book section. The sales tax book of the type will not be included into the final sales tax reporting.

Navigating the form

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

Tabs

Tab

Description

Overview tab

Create sales tax book sections.

General tab

View information from the tab.

Buttons

Button

Description

Create all the required posting journals.

Fields

Field

Description

Identification of the sales tax book used when posting to sales tax book sections.

Sales tax book section identification that stores transactions posted with its number sequence for sales tax reporting and that ensures chronological continuous numbering.

Name of the sales tax book section.

  • Mandatory number sequence for the current sales tax book section, which is selected manually or generated automatically by clicking . The content of the drop-down list depends on the type selected in the field. The following options are available:

  • – Only number sequences set up for purchase vouchers in the , , and sections are available.

  • – Only number sequences set up for sales vouchers in the , , and sections are available.

  • – All number sequences that have not been selected for a different sales tax book section, and journals set to in the field in the form are available.

When a number sequence has been selected, it disappears from the drop-down list. Microsoft Dynamics AX checks that the check box is selected and that no user changes are allowed on the number sequence.

This field is updated when the user has updated a periodic sales tax payment. The date is the last date of the last closed sales tax settlement period.

The last voucher number in the ledger for the current sales tax book section.

The last posting date in the ledger for the current sales tax book section.