(BEL) Generate journal, sales tax, and purchase sales tax transaction reports

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

You must complete the following tasks before you generate journal, sales tax, and purchase sales tax transaction reports:

• Set up posting journals for sales, purchases, and journals. For more information, see (BEL) Posting journals (form).

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

• Set up item sales tax groups (reporting type= service). For more information, see Set up default item sales tax groups for an item.

• Set up sales tax jurisdictions. For more information, see Set up sales tax jurisdictions.

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

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

• Set up sales tax reporting codes. For more information, see Sales tax reporting codes (form).

Generate General ledger journal reports

Belgian companies can generate the following reports that list all the postings to the General ledger account for each journal:

• Financial journals – This report lists the financial journal information for Belgium.

• Other journals – This report lists the other journal information for Belgium.

• Overview journals – This report lists the summary posting journal information for Belgium.

• Sales journals – This report lists the sales journal information for Belgium.

• Purchase journals – This report lists the purchase journal information for Belgium.

1. Click General ledger > Reports > Journals > Financial journals.

   –or–

   Click General ledger > Reports > Journals > Other journals.

   –or–

   Click General ledger > Reports > Journals > Overview journals.

   –or–

   Click General ledger > Reports > Journals > Sales journals.

   –or–

   Click General ledger > Reports > Journals > Purchase journals.

2. In the Journal field, select the name of the journal.

3. In the From date and To date fields, select the starting date and ending date for the reporting period.

4. Click OK to generate the report.

Generate sales tax and purchase sales tax transaction reports

In accordance with VAT 2010 regulation, the sales tax and purchase sales tax transaction reports must include information about service-related transactions in tax boxes 44 and 88. Services that are provided to customers are reported in box 44 of the VAT statement, and services that are received from vendors are reported in box 88 of the VAT statement.

1. Click General ledger > Reports > Reconciliation > Customer > Sales tax transactions re sales.

2. In the Settlement period field, select the sales tax settlement period.

3. In the From date field, select the starting date for the report.

4. Click OK to generate the sales tax transactions report.

5. Click General ledger > Reports > Reconciliation > Vendor > Purchase sales tax transactions.

6. In the Settlement period field, select the sales tax settlement period.

7. In the From date field, select the starting date for the report.

8. Click OK to generate the purchase sales tax transactions report.

See also

(BEL) Posting journals (form)