Sales Taxes
Every company collects and pays taxes to various tax authorities. The rules and rates vary for countries, states, counties, and cities, and must be updated periodically as tax authorities change their requirements.
Configure Sales Taxes in Microsoft Dynamics AX
Sales taxes must be associated with both, a sales tax group of a customer and an item sales tax group. Sales tax is calculated only for the sales tax codes that are included in both, the sales tax group of the customer and the item sales tax group.
Step 1: Click: Accounts receivable > Common > Customers > All customers. Edit the necessary customer and on the Invoice and delivery FastTab, select the appropriate Sales tax group.
From the customer master record, you can also control whether a customer should see prices including sales tax or excluding. If you select the Prices include sales tax checkbox on the Invoicing and delivery FastTab, a customer will see all product prices in the webstore including sales tax.
The incl.tax / excl.tax text is shown on the product details page using the UOM & tax indicator text content element.
Step 2: Click: Product information management > Common > Products > Released products. Edit the necessary product and on the Sell FastTab, select the appropriate Item sales tax group.
Sales taxes are calculated when there is a match between the sales tax codes from the sales tax group assigned to the customer and the sales tax codes from the item sales tax group assigned to the product. If there is no match, sales taxes will not be applied to the sales order.
Sales taxes from Microsoft Dynamics AX are triggered in the shopping cart of the Sana webstore.
From Sana Admin, you can control presentation of taxes in the shopping cart of the Sana webstore. For more information about how to change presentation of sales taxes in the shopping cart, see Tax Presentation.
Enable or Disable Tax Calculation
Tax calculation can be enabled or disabled globally in Microsoft Dynamics AX. To configure this setting, click: Webshop > Webshops, select the required webshop, and click Webshop optimization at the top of the window. Select the Disable tax calculation checkbox to turn off this functionality. If tax calculation is disabled, sales tax is not calculated or applied, so prices are shown and processed without tax during browsing and checkout. If it is enabled, sales tax is automatically calculated and added to orders based on the system’s tax configuration.
For more information, see Webshop Optimization.
