Sales tax setup

This article describes how to setup sales tax in Dynamics AX2012

1/ Introduction

In Dynamics AX, there are several elements to create for the sales tax functionality:

  • Ledger posting group: this element contains all ledger accounts.
  • Sales tax code: this element contains the sale tax rate and the calculation method (rounding).
  • Sales tax group: this element is the link between the sales tax code and customer/vendor.
  • Item sales tax group: this element is the link between the sales tax code and the item.
  • Sales tax settlement period: this element contains the period of payment of the sales tax.
  • Sales tax authority: this element is linked to the settlement period. It can be linked to a vendor to automize the payment.

To setup the sales tax, you must follow the order below:

SalesTaxGL001 Continue reading