Tax Calculation

Dynamics 365 Business Central/NAV User Forum
1

Hi

Issue on Tax calculation

let us suppose i have posted a sales return order - 001 on 15-01-10 with tax 10%… on 08-02-10 i have created a new sales return order for 30-01-10 with copy document with that last sales return order - 001… but the the Tax % has changed to 8% from 01-02-10 i require the system to post with tax 10% as it is for last month…but the system wil take posting date and calculate the tax…Any help or Advice…

thanks in Advance

Surya

2

What is the posting date in your document. If the posting date is =>01-02-10 then system will take the 8%.

If the transaction pertains to 31-01-10 then why don’t you post it on that date itself.

3

Hi,

The system should take 10%.

tell me whether you have modified the existing tax percentage(from 10% to 8%)

or you have created new line with different date intervals(for 8% without updating 10%)…

hope this will help you

Regards

Kranthi

4

Surya,

  1. In the GL>Parameters>Sales tax Tab>Set the calculation date type as Document date.

  2. While posting the Sales order Posting>Invoice>Setup Tab>Set the document date as of January and post.

  3. Check the tax calculated will be at 10%

5

Can you further elaborate where is this Sales Tax Tab. It would be wonderfule to have and can save a lot many clients from the problem of returns in case of change in tax rates.

6

I hope you are not talking about AX because I replied looking at NAV.

7

Hi Suresh,

Did you ever find a solution to this problem? If yes, would you mind sharing it with us?