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Set up a default item sales tax group for a main account

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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, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

To make sure that sales tax is calculated on all journal transactions that are posted to main accounts, you can set up a default item sales tax group for all main accounts. You can also set up default item sales tax groups for specific main accounts. This setting overrides the default item sales tax group that is set up for all main accounts.

Note

In sales journals, purchase journals, and other journals where you enter an item number, the item sales tax group that is attached to the item is displayed automatically on the journal lines. Before you post a transaction, you can change the default item sale tax group that is displayed on a journal line.

Select a default item sales tax group for all main accounts

  1. Click General ledger > Setup > General ledger parameters.

  2. Click Sales tax.

  3. In the Item sales tax group field, select the default item sales tax group.

    The item sales tax group that you select is entered automatically on journal lines when the lines are created. However, if you specify a different default item sales tax group for a specific main account, that setting overrides the default item sales tax group that is selected in the General ledger parameters form. The item sales tax group for the specific account is then displayed on the line. You can change the item sales tax group on each line, if you have to.

Set up a default item sales tax group for a specific main account

  1. Click General ledger > Setup > Chart of accounts > Chart of accounts.

  2. Select a chart of accounts.

  3. On the Main accounts FastTab, select a main account, and then click Edit.

  4. In the Main accounts - chart of accounts: %1 form, in the Select the level of main account to display field, select Companies.

  5. In the Companies field, select a legal entity. If this field is blank, click the Add icon, and then double-click a legal entity.

  6. On the Setup FastTab, in the Item sales tax group field, select the default item sales tax group.

    Note

    If you select the Exempt check box for the selected main account, the default item sales tax group is not entered automatically on journal lines.