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(CAN) Set up GST/HST and post a purchase order with tax on acquisition details

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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

Taxpayers in Canada use form GST 34 to manually file Goods and Services Tax or Harmonized Sales Tax (GST/HST) returns and to remit payments to the Canada Revenue Agency (CRA). However, the CRA allows taxpayers to file and remit taxes calculated on acquired fixed assets electronically. You can file GST/HST returns electronically using any of the following methods:

  • Net file transfer – An Internet-based filing service that allows taxpayers to file their returns directly over the Internet.

  • Electronic Data Interchange (EDI) – A data transfer method that taxpayers can use to file their returns directly with the CRA or through a third-party service provider.

  • GST/HST Internet File Transfer (GIFT) – An uploading tool used to submit text files to the CRA website for filing GST/HST returns and remitting payments.

Before you generate a GIFT file, set up your software identification code, sales tax code, and sales tax group. Use the following procedures to enter legal entity details, sales tax code, and sales tax group for GIFT, and to create sales tax entries for taxes paid on acquisition.

  1. Click Organization administration > Setup > Organization > Legal entities.

  2. Click the Statutory reporting FastTab, and in the Registration number field, enter the registration number that the CRA provided to you when you registered for GST/HST.

  3. In the Software identification code field, enter "AX030003" as the default value to transfer the returns.

  4. Click Account identifiers to open the Account identifiers form.

  5. On the Overview tab, in the Program identifier field, select GST/HST.

  6. In the Reference number field, enter the reference number provided by the CRA.

  7. Close the forms to save your changes.

Set up tax codes for GIFT

Use the Sales tax codes form to set up tax codes to calculate GST/HST for the GIFT file.

  1. Click General ledger > Setup > Sales tax > Sales tax codes.

  2. Press CTRL+N to create a new tax code.

  3. In the Sales tax code field, enter a code, such as GST/HST, and then enter general information about the sales tax code.

  4. Click the Calculation tab and enter the calculation details to calculate the GST/HST amount.

  5. Click Values to open the Values form. Enter the dates during which the tax code is in effect.

  6. In the Value field, enter the percentage for the calculation.

  7. Close the forms to save your changes.

Set up tax groups for GIFT

Use the Sales tax groups form to set up sales tax groups. You can assign the sales tax groups to companies, and the taxes will be calculated based on the tax codes that were in effect when the transactions took place.

  1. Click General ledger > Setup > Sales tax > Sales tax groups.

  2. Press CTRL+N to create a new sales tax group.

  3. In the Sales tax group field, enter a name, such as GST/HST, and then enter general information about the sales tax group.

  4. Click the Setup tab, and in the Sales tax code field, select a sales tax code to add to the sales tax group.

  5. Close the form to save your changes.

Create sales tax entries for tax on acquisition

The details of the taxes paid on asset acquisition are recorded in the Purchase order form. This procedure helps you to collect the tax information required for the GIFT file from the purchase order.

  1. Click Accounts payable > Common > Purchase orders > All purchase orders. Click Purchase order to create a new purchase order.

  2. Click the Line details FastTab, and then click the Setup tab, in the GST/HST field, select Tax on acquisition.

  3. Click the Fixed assets tab, and then enter the fixed asset details for the purchase order. For more information, see About assets acquired through procurement and About fixed assets integration.

  4. Click Invoice > Invoice to open the Vendor invoice form.

  5. Select the transaction line to be posted.

  6. Click Process > Post to post the invoice.

  7. Close the form to save your changes.

See also

(CAN) Generate a GIFT file

Purchase order (form)

(CAN) Account identifiers (form)