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(CHN) Configure tax integration

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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

Before you export value-added tax (VAT) customer invoices or import VAT customer invoice reference numbers, you must configure tax integration. Follow the steps in this topic to configure Microsoft Dynamics AX for tax integration.

This task is part of a bigger process

The following illustration shows how the configuration of tax integration relates to other tax integration tasks.

For an overview of the process, see (CHN) Chinese tax integration for VAT customer invoices.

Chinese tax integration for VAT customer invoices

Prerequisites

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Installation task

In AX 2012 R3 and cumulative update 6 or later for AX 2012 R2: If the data upgrade for external invoices did not complete after installing Microsoft Dynamics AX 2012 R3 or cumulative update 6 or later for AX 2012 R2, you can run the TaxExportInvoiceTaxIntegration_CN class to export the remaining external invoices, and then run the data upgrade again. For more information, go to TaxExportInvoiceTaxIntegration_CN Class.

Related setup tasks

Create a sales tax code for VAT. For more information, see Set up and use sales tax codes.

Create a sales tax group and attach the sales tax code for VAT to the sales tax group. For more information, see Set up and use a sales tax group and Sales tax groups (form).

Create an item sales tax group and attach the sales tax code for VAT to the item sales tax group. For more information, see Create item sales tax groups and Item sales tax groups (form).

Add the sales tax group for VAT as the default sales tax group for each customer. For more information, see Set up a default tax profile for a customer or vendor.

Add the item sales tax group for VAT as the default item sales tax group for each item. For more information, see Set up default item sales tax groups for an item.

Select the Integration with tax system check box in the Accounts receivable parameters form. For more information, see (CHN) Accounts receivable parameters (modified form).

1. Set up a tax integration profile

Use the Tax integration profiles form to set up a tax integration profile to use for VAT customer invoices. You can specify the maximum amount for a VAT customer document.

To set up a tax integration profile, follow these steps:

  1. Click Accounts receivable > Setup > Tax integration > Tax integration profiles.

  2. Select or create a tax integration profile, and then set up the inbound and outbound ports for the tax integration profile. For more information, see (CHN) Tax integration profiles (form).

  3. In the Sales tax code field, select a sales tax code for the tax integration profile. The sales tax code that you select is used to group and combine the invoices. The sales tax code also determines whether a customer invoice is integrated with the external invoice system and whether it will be exported.

  4. In the Maximum invoice amount field, enter the maximum amount limit for a VAT customer document that you export.

  5. In the Maximum invoice lines field, enter the maximum number of lines that can be included on a VAT customer document that you export.

  6. In AX 2012 R3 and cumulative update 6 or later for AX 2012 R2: Perform the following steps.

    1. Select the Validate amount limit check box to post only the invoices that have a total amount that is lower than the amount that you specify in the Maximum invoice amount field.

    2. Select the Split during posting check box to split invoices that have a total amount that exceeds the amount that you specify in the Maximum invoice amount field before you post the invoice. You can select this check box only if you select the Validate amount limit check box.

    3. In the Invoice auditor field, select the name of the person who audits the invoices.

    4. In the Payment collector field, select the name of the person who collects the invoice payments.

    5. On the Default value of description and unit FastTab, perform the following steps for each source document that you export using the tax integration profile:

      1. Click New to create a record.

      2. In the Name field, select the source document to export.

      3. In the Description field, enter the default description for the export file.

      4. In the Unit field, select the default unit for the export file.

Next step

(CHN) Export VAT customer invoices or import invoice reference numbers

(CHN) Chinese tax integration for VAT customer invoices

Sales tax codes (form)