Set up sales tax for the United States

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 following steps describe how to set up sales for the United States.

1. If your organization uses sales tax jurisdictions for the calculation and reporting of sales taxes, the Sales tax jurisdictions configuration key must be selected.

   1. Click Click System administration > Setup > Licensing > License configuration.

   2. In the left pane, expand the General ledger node, and then expand the Sales tax node.

   3. Select Sales tax jurisdictions.

2. If your organization is located in the United States, open the General ledger parameters form. (Click General ledger > Setup > General ledger parameters.) Click Sales tax, and then select the Apply U.S. taxation rules check box.

   For more information, see (USA) Applying U.S. sales tax and use tax rules and General ledger parameters (form).

3. Complete the following sales tax setup activities:

   • Create a main account. For information, see Create a main account.

   • Set up ledger posting groups for sales tax. For information, see Set up ledger posting groups for sales tax.

   • Set up sales tax authorities. For information, see Set up sales tax authorities.

   • Set up a sales tax authority as a vendor. For information, see Set up a sales tax authority as a vendor.

   • Set up a sales tax settlement period. For information, see Set up a sales tax settlement period.

   • Set up and use sales tax codes. For information, see Set up and use sales tax codes.

   • Set up sales tax jurisdictions, if your organization plans to use them. For information, see Set up sales tax jurisdictions.

4. After the sales tax jurisdictions are set up, you must use the Sales tax groups form to attach the sales tax jurisdictions to sales tax groups. For information, see Set up sales tax groups for jurisdictions.