(BRA) Fiscal documents (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Click Fiscal books > Common > Booking periods. Select a booking period and then, on the Action Pane, click Fiscal documents.. Select a booking period and then, on the Action Pane, click Fiscal documents.

Use the Fiscal documents form to view the information about incoming and outgoing fiscal documents for a booking period. A fiscal document is a legal document that registers the transfer of ownership of an item or service that is provided by a fiscal establishment (issuer) to a person or another fiscal establishment (customer, vendor, subsidiary, or branch). A fiscal document is used to register taxes.

Nota

This topic applies only if KB 2839295 and KB 2850595 for Microsoft Dynamics AX 2012 R2 are installed, if cumulative update 6 or later for AX 2012 R2 is installed, or if AX 2012 R3 is installed.

Navigating the form

The following table provides descriptions for the controls in this form.

Fields

Field	Description
Show	Filter the fiscal documents to show. You can show All, Booked, or Not booked fiscal documents.
Series	The series of the fiscal document.
Number	The fiscal document number.
Model	The fiscal document model.
Status	The status of the fiscal document.
Account	The account number for the account type.
Fiscal document issuer	The issuer of the fiscal document. The options are Fiscal establishment and Third party.
Name	The name of the fiscal establishment.
Document date	The date when the fiscal document was issued.
Posted date	The date when the fiscal document was posted.
Reviewer	The tax accountant who reviewed the fiscal document.
Review date	The date when the tax accountant reviewed the fiscal document.
Total amount	The total amount of the tax in the accounting currency.
CNPJ/CPF	The taxpayer registration number of the fiscal establishment.
IE	The state tax registration number of the fiscal establishment.
Direction	The direction of the fiscal document. The following options are available: Incoming – The fiscal document is related to incoming products or services. Outgoing – The fiscal document is related to outgoing products or services.
Specie	The specie of the fiscal document.
Cancel accounting date	The date when the document was canceled.
Terms of payment	The terms of payment for the fiscal document.