TAILIEUCHUNG - Financials I in Microsoft Dynamic AX 2012 - Chapter 5: Sales tax setup

The requirements for tax calculation and tax reporting differ significantly for different countries. Therefore, the tax module of a true international Enterprise Resource Planning (ERP) system must be comprehensive. In Microsoft Dynamics AX®, the tax module offers many different options for: Tax calculation, posting, reporting. This content explores the extensive functionality for sales tax handling. | Chapter 5: Sales Tax Setup CHAPTER 5: SALES TAX SETUP Objectives The objectives are: • Provide an overview on sales tax. • Create Ledger Posting Groups. • Create Sales Tax Authorities. • Create Sales Tax Settlement Periods. • Create Sales Tax Codes. • Create Sales Tax Codes Intervals. • Create Sales Tax Groups. • Create Item Sales Tax Groups. • Set up Sales Tax Jurisdictions. • Create Sales Tax Transactions. • Create Sales Tax Exempt Data. • Calculate and Post Withholding Sales Tax. Introduction The requirements for tax calculation and tax reporting differ significantly for different countries. Therefore, the tax module of a true international Enterprise Resource Planning (ERP) system must be comprehensive. In Microsoft Dynamics AX®, the tax module offers many different options for: • Tax calculation • Posting • Reporting This content explores the extensive functionality for sales tax handling. NOTE: The labs in this chapter must be completed in order as they are dependent on the previous lab. Microsoft Official Training Materials for Microsoft Dynamics® Your use of this content is subject to your current services agreement 5-1 Financials I in Microsoft Dynamics® AX 2012 Sales Tax Overview All businesses must collect and pay taxes to various tax authorities. Different countries have different rules and rates. In some countries, the rules differ between states or counties. This topic provides a general overview on taxes, with the focus on sales taxes, although the tax system in Microsoft Dynamics AX can process many kinds of taxes and duties. The sales tax system within Microsoft Dynamics AX functions as follows: • • The user specifies the sales tax authorities by using the Sales tax authorities form. • The user specifies when and how frequently to settle under sales tax settlement periods. • The user defines how much to collect or pay as a certain amount or percentage. The user sets this up under the Sales tax .

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