Sales tax overrides (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack
Click Retail > Setup > Sales taxes > Sales tax overrides.
Use this form to set up overrides for sales tax. Cashiers can use overrides to modify the amount of tax on a sales transaction.
Task that uses this form
Example
The sales tax group for a product includes a sales tax code that is named Food, but the customer is exempt from tax on food items. Therefore, the cashier overrides the default sales tax group by using a sales tax group that does not include the Food sales tax code.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
General |
Enter or view general information about the code for overriding sales tax. |
Override |
Enter or view specific settings for the sales tax override. |
Fields
Field |
Description |
---|---|
Sales tax override |
The unique identifier of the code for overriding sales tax. |
Description |
The name of the code for overriding sales tax. |
Status |
Select the status of the override code, either Enable or Disable. Warning If you select Disable, the override has no effect when an override group that includes the override code is applied to a transaction. |
Additional description |
More information about the override code. This information is displayed to cashiers. |
Type |
Select the type of sales tax group, either Item sales tax group or Sales tax group. |
From |
Select the tax group methods that can be overridden by another tax group method. For example, to allow the tax group to be changed from No tax group to Any tax group or Specified tax group, select No tax group in the From field. Options for this field are:
|
To |
Select the tax group methods that can be used instead of the default tax group. For example, to allow the tax group to be changed from No tax group or Any tax group to Specified tax group, select Specified tax group in the To field. Options for this field are:
|
(Product sales tax) From tax group |
Select the tax group that is overridden. This field is available only if you selected Specified tax group in the From field. |
(Product sales tax) To tax group |
Select the tax group that is used instead of the default tax group. This field is available only if you selected Specified tax group in the To field. |
Override by |
Select Line product to override tax for specific products, or select Transaction to override tax for the whole transaction. |
(Sales tax) From tax group |
Select the tax group that is overridden. This field is available only if you selected Specified tax group in the From field. |
(Sales tax) To tax group |
Select the tax group that is used instead of the default tax group. This field is available only if you selected Specified tax group in the To field. |
See also
Sales tax override group (form)
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