(BRA) Calculate withholding tax for the sale of services
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Use the Journal voucher form to enter and post payments that you receive from customers for the sale of items or services. When you post a customer payment journal, the withholding tax group that is set up for the customer is used to calculate the withholding tax on the transaction.
Nota
To indicate that a customer is liable to pay withholding tax, you must select the Calculate withholding tax check box, and select a withholding tax group for the customer. For more information, see (BRA) Set up a withholding tax group and attach it to a customer or vendor.
Use the following procedures to calculate the withholding tax transactions when you can receive services by using the settlement process.
Set up withholding tax for services
Click Product information management > Common > Released products. Select a product and then click Edit.
On the Purchase FastTab, select the Calculate withholding tax check box to enable the calculation of withholding tax for a service.
In the Item withholding tax group field, select the item withholding tax group that is created for Program de Integração Social (PIS), Contribuição para Financiamento da Seguridade Social (COFINS), or Contribuição Social sobre Lucro Líquido (CSLL).
Calculate a sales order
Click Sales and marketing > Common > Sales orders > All sales orders. To open an existing sales order, double-click the sales order. To create a new sales order, on the Action Pane, on the Sales order tab, click Sales order.
–or–
Click Accounts receivable > Common > Sales orders > All sales orders. To open an existing sales order, double-click the sales order. To create a new sales order, on the Action Pane, on the Sales order tab, click Sales order.
In the Create sales order form, select a customer account that is updated with the withholding tax setup. For more information, see Creación o edición de un pedido de ventas.
In the Sales order lines grid, click Add line or press CTRL+N to create a new sales order line. Select the service that is updated with the withholding tax details in the Released product details field.
Nota
On the Line details FastTab, click the Setup tab to view the Withholding tax group and Item withholding tax group fields, which are selected for a service.
On the Sell tab, in the Generate group, click Confirm to confirm the sales order.
On the Invoice tab, click Invoice to post the customer invoice. For more information, see (BRA) Sales posting (modified form) and Tareas clave: facturas de cliente.
Calculate withholding tax for service sales
Click Accounts payable > Journals > Payments > Payment journal. Create a payment journal, and then click Lines to open the Journal voucher form.
In the Account field select the customer account that is updated with the withholding tax for services. The Withholding tax group field is updated with the withholding tax group that is assigned to the customer in the Customers form. For more information, see (BRA) Journal voucher - Customer payment journal (modified form).
Click Functions > Settlement
Select the Mark check box for each transaction that you want to settle. The withholding tax amount for those transactions is calculated and displayed on the Withholding tax tab.
Click OK to close the form.
In the Journal voucher form, in the Tax withhold edit status field, one of the following statuses is displayed for the payment journal line:
Not applicable – The withholding tax codes with a Percentage of gross amount in month origin do not apply to any invoice lines of the selected invoice in payment journal line.
Opened – The withholding tax code with a Percentage of gross amount in month origin applies to any invoice line of the selected invoice in the payment journal line, and the invoice is not considered in the calculation of the withholding tax for other invoices. The payment journal line that is set to Opened is available for editing.
Closed – The withholding tax code with a Percentage of gross amount in month origin applies to any invoice line of the selected invoice in the payment journal line, and the invoice is considered in the calculation of the withholding tax for other invoices. The payment journal line that is set to Closed is not available for editing.
In the Offset account type field, select Bank.
Click Post > Post to post the customer payment journal.