====== How can I setup the sales tax posting account? ====== You can setup default accounts, and you can assign accounts to tax details. ===== Default Posting Account Setup ===== Microsoft Dynamics GP provides a default posting account for sales tax liability. Taxes associated with any [[dynamiczip:glossary:Tax Detail]] that does not have a specific posting account assigned to it will be posted to that default posting account. ==== To set the default posting account in Microsoft Dynamics GP ==== - Open the Posting Accounts Setup window (Setup >> Posting >> Posting Accounts). - Choose the Sales series from the Display list. - Scroll down to Taxes and type the default posting account of your choice. - Click OK. ==== To set the default posting account per state in DynamicZip ==== - Open the [[dynamiczip:windows:DZ State Setup window]]. - Enter or lookup a State. - Enter or lookup a posting account. **NOTE:** The State Setup window's Posting Account field will only be used for __new tax details__. Any existing tax details' posting accounts will not be updated by this field. ==== Tax Detail Posting Account Setup ==== Microsoft Dynamics GP provides the option to set a posting account per tax detail ID. To assist with managing the vast number of tax detail IDs, DynamicZip provides the option to set the tax details' posting accounts en mass.\\ === Tax Detail Maintenance === - Open the Microsoft Dynamics GP [[dynamics:windows:Tax Detail Maintenance window]]. - Select the desired tax detail ID. - If a posting account is entered in the Account field, then it will be used for this tax detail instead of the account listed in Posting Account Setup above. === DZ Set Posting Accounts === This window allows you to set the posting account for multiple tax details at once. - Open the [[dynamiczip:windows:DZ Set Posting Accounts window]]. - Enter a Type of Sales or Purchases. - Use one of the available Selection Methods to include the tax details of your choice. - You can also limit by Taxable or Exempt details if you need to. - Enter or lookup a posting account. - Press the Preview button to see a report of the changes to be made with your current settings. - Press the Update button to set the posting account. ---- [[dynamiczip:faq:Frequently Asked Questions]] \\ \\ \\