Sales tax transactions - Details report (TaxTransDetail)
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
Use this report to show and print information about posted sales tax transactions for a specified time interval and sales tax code interval.
The transactions are listed by sales tax code. For each transaction, you can see the customer or vendor, the voucher number, the account that the sales tax base amount is posted to, the sales tax base amount (origin), the amount including sales tax, the sales tax amount, the sales tax charge, and the sales tax direction.
The amounts are summed for each tax code, and the amounts for sales tax directions Sales tax receivable and Sales tax payable are summed in a grand total.
Sales tax codes with other sales tax directions, such as Use tax, are also listed.
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 |
Enter the beginning of the date interval for the report. |
To date |
Enter the ending date of the date interval for the report. |
Include reversed |
Select this check box to include reversed transactions on the 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 |
TaxTransDetail |
Location of report in the AOT |
\SSRS Reports\Reports\TaxTransDetail |
Menu item of the report |
TaxTransDetail |
Navigation to the report |
Click General ledger > Reports > Transactions > Groupings > Sales tax transactions - details. |
Where the data in this report comes from
The data on this report comes from the following sources:
CustInvoiceJour table
CustTable table
CustTrans table
GeneralJournalAccountEntry table
MainAccountLedgerDimensionView table
TaxTrans table
TaxTransGeneralJournalAccountEntry table
TransactionReversalTrans table
VendInvoiceJour table
VendTable table
VendTrans table
TaxTransDetail_BE table
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).