Set up sales tax groups for jurisdictions
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
The following steps describe how to set up sales tax groups for sales tax jurisdictions.
Click General ledger > Setup > Sales tax > Sales tax jurisdictions.
Set up the sales tax jurisdictions that apply to the geographical area in which your organization is liable for sales taxes. This includes assigning appropriate sales tax codes to each sales tax jurisdiction. For more information, see Set up sales tax jurisdictions.
Click General ledger > Setup > Sales tax > Sales tax groups.
In the Sales tax group setup field, select Sales tax jurisdictions and press CTRL+S.
In the Rounding by field, select the rounding convention for the sales tax group.
Note
For more information about this field and the other fields in the Sales tax groups form, see Sales tax groups (form).
In the Print field, select how to print sales taxes on the invoice.
On the Jurisdiction setup FastTab, select the sales tax jurisdictions that apply to the sales tax group. Enter information about the tax-exempt status and use tax, if applicable. The sales tax codes that are attached to a selected sales tax jurisdiction are displayed on the Setup FastTab.
If necessary, you can change the sales tax codes of the jurisdiction in the Sales tax jurisdictions form.
When a journal line, purchase order line, or sales order line is created, the sales tax codes on the sales tax jurisdictions that are attached to sales tax groups are matched to the sales tax codes on the item sales tax groups. Sales taxes then are calculated for the transaction.