dynamiczip:faq:sales_tax_posting_account_faq
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— | dynamiczip:faq:sales_tax_posting_account_faq [2015/03/05 20:25] (current) – created - external edit 127.0.0.1 | ||
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+ | ====== 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: | ||
+ | |||
+ | ==== 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: | ||
+ | - Enter or lookup a State. | ||
+ | - Enter or lookup a posting account. **NOTE:** The State Setup window' | ||
+ | |||
+ | |||
+ | ==== 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' | ||
+ | |||
+ | === Tax Detail Maintenance === | ||
+ | |||
+ | - Open the Microsoft Dynamics GP [[dynamics: | ||
+ | - 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: | ||
+ | - 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: | ||
+ | \\ | ||
+ | \\ | ||
+ | \\ | ||
dynamiczip/faq/sales_tax_posting_account_faq.txt · Last modified: 2015/03/05 20:25 by 127.0.0.1