(MEX) Summary tax report (TaxVatSummaryReport_MX)
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, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
The Summary tax report prints a summary of all VAT purchase and sales transactions completed during the reporting month and calculates the taxes to be paid for the month. This report is used to inquire into the status of sales tax transactions. This report is typically used by collections managers, accounts receivable clerks, accounts receivable managers, accountants, accounting managers, accounting supervisors, sales clerks, sales managers, and accounts payable clerks.
Note
(MEX) This report is available only to legal entities whose primary address is in Mexico.
How to filter the data on this report
When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.
Field |
Description |
|---|---|
From date |
Select or enter the starting date of the reporting period. |
To date |
Select or enter the ending date of the reporting period. |
From category tax report |
Select the starting tax report category code. The tax report categories that follow this code are included in the tax report. |
To category tax report |
Select the ending tax report category code. The tax report categories that precede this code are included in the tax report. |
How to work with reports
The following topics explain how to print a report and how to filter and sort the data on a report.
Details of this report
The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.
Detail |
Description |
|---|---|
Name of report in the AOT |
TaxVatSummaryReport_MX |
Location of report in the AOT |
SSRS Reports\Reports\TaxVatSummaryReport_MX |
Menu item of the report |
TaxVatSummaryReport_MX |
Navigation to the report |
Click General ledger > Reports > Mexican tax reports > Summary tax. |
Where the data in this report comes from
The data on this report comes from the following sources:
TaxVatSummaryReportTmp_MX table
Note
To find out where the data in the temp table comes from, view the cross-references for the TaxVatReportSummaryDP_MX.processReport class.
If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.
Open the AOT.
Locate the report in the SSRS Reports\Reports node.
Right-click the report and click Add-Ins > Cross-reference > Using (instant view).